Wealth Management ofertas em Grã-Bretanha

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. Alongside the LLP we also have two other entities which focus on US and Jersey based clients. Our head office is based in London however we have a presence in Edinburgh, Jersey, Leeds, Birmingham, Bristol and Manchester. The plan was simple: put our clients first by providing a transparent service, designed around what is right for each of them. By drawing together in-depth knowledge and experience from across the industry, we provide a flexible, bespoke service adapted to each of our clients' needs.

Our mission is to create long-term value for all stakeholders. Our culture encourages individuals to generate, develop and implement ideas which will strengthen our business. Belonging, respect, integrity, conviction and entrepreneurship are our core values. As our brand recognition grows, we are fast becoming an employer of choice in our sector. We have over £30 billion in funds under management and circa 700 staff.
Job Description

Business Unit:

We provide investment management and financial planning services to a wide range of Private Clients, Charities and institutional investors, both direct and via Financial Advisers, across the globe for a fair price.

We define, develop and manage proposition in line with the wider business plan. This encompasses the full proposition lifecycle: idea generation, market and client research, design, internal governance and approvals, input to marketing and distribution activity through to ongoing management.

The team ensures a strong commercial focus underpins all proposition activity. We work across a wide range of business areas including: front office, legal, compliance & risk, client service, investments, finance, business development and change.

Brief Role Objective:

The Proposition Analyst supports the management and development of the LGT Wealth Management proposition. Specifically it is their role to support the team with the creation of the components and service proposition that enable the Front Office and Business Development teams to effectively serve distribution channels, client types and geographic regions.

Key Responsibilities:

• Supports the team with the definition and delivery of all proposition work, working closely with the Head of Proposition and key stakeholders within LGT Wealth Management.

• Ensures a strong commercial focus underpins all proposition activity.
• Ensures all activities are aligned with the LGT Wealth Management strategy.
• Helps respond to client and distribution feedback via the Front Office and Business Development teams to ensure the design and ongoing management of the Discretionary proposition.
• Supports in resolving proposition issues and escalating more significant issues to the Head of Proposition with a view on appropriate courses of action, having taken input from the relevant subject matter experts.
• Helps ensure new propositions are developed following appropriate processes and the required governance routes. This includes representing at the required governance committees.
• Operational and regulatory risks in relation to the proposition are actively managed on an on-going basis; this includes regular proposition reviews.
• Good industry knowledge, demonstrating an understanding of competitor propositions and trends influencing the future direction of the industry.

Role dimensions

• Part of the LGT Wealth Management Proposition team.
• Reports to the Head of Proposition Management & Development.
• Expected to support the team on new proposition developments and changes to existing propositions and deliver to time cost and quality. This includes completing the required level of governance and providing technical input into the proposition.
• Support the management of the existing proposition including compliance with the FCA Consumer Duty.
• Able to represent on projects which have an impact on the proposition.
• Able to liaise independently and confidently with key stakeholders across LGT Wealth Management and LGT Group as required.

Requirements

• Good understanding of investment management and/or investment management environments an advantage.
• Specific experience of supporting the management and development of propositions.
• Experience of working with Front Office professionals an advantage.
• Proven track record in a proposition or product development role.
• Experience of delivering within a change / project environment.
• Ability to influence at all levels and across functions to gain Executive support.
• Good organisational skills.
• Strong attention to detail and good analytical skills.
• Regulatory knowledge from both a product and private client perspective. Specific knowledge of the FCA Consumer Duty would be an advantage.
• Self-motivated and committed to meeting the needs of clients.
• Flexible; can handle a balance of tactical activities and more strategic priorities and reacts positively to change.
• Cross-functional appreciation and ability to work with a wide range of teams and individuals.

Contact Information

We are looking forward to receiving your online application.

For any further information please do not hesitate to contact us.

LGT Wealth Management UK LLP
Human Resources
Alex Johnson

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