Trainee Investment Manager

LGT Group; Birmingham; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is seeking a Trainee Investment Manager to provide essential support in enhancing client wealth. This role involves administrative tasks, client interaction, and analytics to ensure first-class service delivery. The successful candidate will have the opportunity to work closely with experienced Investment Partners and Managers, gaining valuable insights into the financial services industry. If you are proactive, detail-oriented, and possess strong communication skills, this is a great opportunity to kick-start your career in investment management.

Qualifications

• Excellent verbal and written communication skills are essential.
• Ability to maintain accurate client records and provide analytics.

Responsibilities

• Provide administrative support to Investment Partners and Managers.
• Assist with client contact and reporting requirements.
• Monitor portfolio content and performance.

Skills

Verbal Communication

Written Communication

Client Relationship Management

Analytical Skills

Initiative

Tools

Spreadsheets

Databases

Job description

Trainee Investment Manager Birmingham (GB)

LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein. When we set up LGT Wealth Management in 2008, our aim was to offer a fresh approach to wealth management. Our head office is based in London, with a presence in Edinburgh, Jersey, Leeds, Birmingham, and Bristol. Our mission is to create long-term value for all stakeholders, encouraging individuals to generate, develop, and implement ideas which will strengthen our business. We have over £29 billion in funds under management and circa 700 staff.

Business Unit

The team’s primary goal is to help HNW / UHNW clients enhance their wealth, building lasting partnerships based on trust and transparency. We are involved in a broad range of activities including Investments, Strategy and Planning / Structuring, and work with a diverse range of clients, including individuals, trustees, and corporate entities. Clients are introduced through multiple channels including financial advisers, and we look to provide a highly personalised service to each.

Brief Role Objective:

To provide general and administrative support to Investment Partners and Investment Managers to ensure that the client receives first-class service. Responsible for ensuring that administrative, organisational, and client-related tasks are completed accurately, efficiently, and in a timely manner.

Key Responsibilities:

• Assist the team with all aspects of client contact, including ongoing and ad-hoc reporting requirements.
• Act as the liaison with the Dealers and Back Office on the settlement of deals.
• Maintain client lists and information including spreadsheets/databases as required.
• Review and advise on corporate actions, instructing the Corporate Actions team accordingly.
• Provide analytics for the team, including performance, asset allocation reports, and capital gains.
• Ensure all current/new client account data is complete, up-to-date, and accurate.
• Produce reports and presentations for existing and prospective clients, including the distribution of valuations and end-of-year packs.
• Handle client correspondence and queries.
• Monitor portfolio content and performance for Investment Partners/Investment Managers.
• Ensure all prospects are stored on the relevant database and all client correspondence is filed.
• Prepare and collate research and stock recommendations for the Investment Partners/Investment Managers.
• Attend client meetings with Investment Partners/Investment Managers where appropriate.
• Attend seminars and functions as required.
• Monitor external custodians for accuracy and timeliness of processing.

Your profile

Key Skills and Technical Requirements:

• Stay updated on relevant developments in the financial services industry and regulatory changes.
• Generate new ideas/initiatives to help promote the firm to potential clients.
• Maintain accurate client records in the appropriate format on the relevant database.
• Take initiative within an understood framework of scope and authority.
• Act professionally at all times.
• Address all matters promptly and effectively.
• Possess excellent verbal and written communication skills.
• Undertake other tasks or specific project work as requested by the Investment Managers.
• Adhere to all company-wide policies, procedures, and compliance requirements.
• Utilize time effectively to carry out tasks to the appropriate standard.
• Assist the team and the Firm in achieving its objectives.

Other Skills and Attributes:

• Conduct the role in accordance with LGT’s procedures, within individual authorisation levels, and in a compliant manner.

Do you feel addressed? Then simply fill out the online application. We look forward to getting to know you.