Investment Assistant – Wealth Management Support

LGT Crestone Wealth Management Limited; Leeds; On-site; GBP 28,000 - 40,000; Full time

Job summary

LGT Wealth Management UK LLP in the United Kingdom seeks an Investment Assistant to support client onboarding, statements and portfolio administration. You will help ensure timely account openings, prepare Investment Policy Statements, and maintain accurate client records while liaising with custodians and advisers.

You will provide regular client communications and assist with trading support and reporting, contributing to a compliant, efficient service that meets our standards and deadlines.

Qualifications

• Excellent written and verbal communication skills.
• High accuracy and attention to detail in all tasks.
• Able to prioritise and manage a busy workload.
• Professional, compliant with procedures and deadlines.
• Experience with front office systems is desirable.

Responsibilities

• Ensure account opening is fully and accurately completed.
• Prepare Investment Policy Statements with client objectives and risk profile.
• Monitor progress of account opening and asset transfers to meet service standards.
• Provide regular client information and timely reports.
• Deal directly with clients and advisers to resolve queries about portfolios.
• Maintain accurate client records and coordinate with custodians and teams.
• Assist with trading activity and FX respecting regulatory deadlines.
• Prepare meeting materials for client meetings.
• Mentor Administrative Assistant and support their development.
• Liaise with external custodians for required client information.
• Proficient with internal/external systems and information feeds.

Skills

Initiative

Teamwork

Professionalism

Attention to detail

Communication skills

Time management

Multitasking

Deadline awareness

Tools

MS Office

Outlook

Excel

Word

Job description

LGT Wealth Management UK LLP in the United Kingdom seeks an Investment Assistant to support client onboarding, statements and portfolio administration. You will help ensure timely account openings, prepare Investment Policy Statements, and maintain accurate client records while liaising with custodians and advisers.

You will provide regular client communications and assist with trading support and reporting, contributing to a compliant, efficient service that meets our standards and deadlines.