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- Tasks: Support Investment Managers with client interactions and administrative tasks for top-notch service.
- Company: Join LGT Wealth Management, a prestigious firm owned by the Princely Family of Liechtenstein.
- Benefits: Enjoy a collaborative culture, professional development opportunities, and a chance to work with high-net-worth clients.
- Why this job: Be part of a growing team that values innovation, integrity, and client-first service in wealth management.
- Qualifications: Ideal for those with Front Office experience; strong Microsoft skills and a passion for finance are essential.
- Other info: Opportunity to learn from industry experts and contribute to impactful financial strategies.
The predicted salary is between 24000 - 36000 £ per year.
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 and Bristol. 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 £29 billion in funds under management and circa 700 staff.
Business Unit:
We are involved in a broad range of activities including Investments, Strategy and Planning/Structuring. The foundations of the team are built on technical excellence and integrity to ensure that the client receives a holistic wealth management service. The team pools its wealth of knowledge from the individuals within it who are experts in their field to ensure that the client receives a first class service in terms of investment advice.
Brief Role Objective (Trainee Investment Manager):
To provide general and administrative support to and the 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. Will have regular contact with HNW client base, dealing with their enquiries and providing support at client meetings where appropriate.
Key Responsibilities:
- To assist the team with all aspects of client contact, including ongoing and regular reporting requirements and ad-hoc reporting requirements
- To act as the liaison with the Dealers and Back Office on the settlement of deals, keeping the team abreast of any irregularities
- To maintain client lists and information, including spreadsheets/databases and Bloomberg sheets.
- To review and advise on corporate actions
- To provide all analytics for the team, including performance, asset allocation reports and capital gains
- To ensure that all current/new client account data is complete, up-to-date and accurate at all times
- To produce reports and presentations for existing and prospective clients including the collating and distribution of valuations and end of year packs
- To deal with client correspondence and queries
- To monitor portfolios content and performance for Investment Managers
- To ensure all prospects are stored on the relevant database and all client correspondence on file
- To preparing and collate research and stock recommendations for the Investment Managers, including purchase and sale paragraphs
- To monitor external custodians for accuracy and timeliness of processing
- Maintain and update Investment Policy Statements (IPS)
- Execute required dealing activity under instruction to implement strategic and tactical asset allocation decisions in client portfolios
Your profile
Key Skills and Technical Requirements:
- This role is open to those who have previously worked in a Front Office environment in a similar role, e.g. an Investment Assistant
- Good working knowledge of the Microsoft Suite of Products
- Undertakes sufficient professional development for the role including CPD (log to be maintained)
Other Skills and Attributes:
- Keeps abreast of all relevant developments in the financial services industry and any regulatory changes which may affect the team
- Generates new ideas/initiatives to help promote firm to potential clients
- Keeps accurate client records and ensures these are held in the appropriate format on the relevant database
- Strong interpersonal skills; ability to build relationships with different teams
- Takes initiative for their own work within an understood framework of scope and authority
- Acts at all times in a professional manner
- Deals with all matters promptly, professionally and effectively without being reminded
- Conducts role in accordance with LGT’s policies and procedures, within individual authorisation levels and in line with compliance requirements
- Readily assists the team and the Firm in achieving its objectives
- Undertakes other tasks or specific project work as and when requested by the Investment Managers
- Makes effective use of time in order to carry out tasks to the appropriate standard
- Excellent verbal and written communication skills
- Organised approach to work, with close attention to detail so that records (including client files) are maintained in line with the Firm’s policies and procedures
Interested in the role? Complete the online application. We look forward to getting to know you.
Discover more about LGT Wealth Management
A message from our CEO
Ben Snee, Chief Executive Officer welcomes you to LGT Wealth Management. Hear more about our commitment to sustainability and what makes LGT a great place to work.
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Trainee Investment Manager employer: LGT Vestra LLP
Contact Detail:
LGT Vestra LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Investment Manager
✨Tip Number 1
Familiarise yourself with the latest trends in wealth management and investment strategies. This will not only help you understand the industry better but also allow you to engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the finance sector, especially those who work in investment management. Attend industry events or join relevant online forums to build connections that could lead to job opportunities.
✨Tip Number 3
Demonstrate your analytical skills by staying updated on market performance and being able to discuss recent financial news. This shows your commitment to the role and your ability to contribute to the team.
✨Tip Number 4
Prepare to showcase your organisational skills by discussing any relevant experience you have in managing client information or reports. Highlighting your attention to detail can set you apart from other candidates.
We think you need these skills to ace Trainee Investment Manager
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description for the Trainee Investment Manager position. Understand the key responsibilities and required skills, so you can tailor your application to highlight relevant experiences.
Tailor Your CV: Customise your CV to reflect the skills and experiences that align with the role. Emphasise any previous experience in a Front Office environment or as an Investment Assistant, and showcase your proficiency with Microsoft Suite and any relevant financial tools.
Craft a Compelling Cover Letter: Write a cover letter that not only expresses your interest in the position but also demonstrates your understanding of LGT Wealth Management's values and mission. Highlight how your skills and experiences can contribute to their goal of providing first-class service.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the role of Trainee Investment Manager.
How to prepare for a job interview at LGT Vestra LLP
✨Research the Company
Before your interview, take some time to understand LGT Wealth Management's values, mission, and services. Familiarise yourself with their approach to wealth management and how they prioritise client needs. This will help you align your answers with their culture and demonstrate your genuine interest in the role.
✨Prepare for Technical Questions
As a Trainee Investment Manager, you may be asked about your knowledge of financial markets, investment strategies, and relevant regulations. Brush up on key concepts and be ready to discuss how you would apply them in real-world scenarios. Showing that you have a solid understanding of the industry will impress your interviewers.
✨Demonstrate Strong Interpersonal Skills
Given the importance of client relationships in this role, be prepared to showcase your interpersonal skills. Think of examples from your past experiences where you've successfully built relationships or resolved conflicts. Highlighting your ability to communicate effectively and work collaboratively will be crucial.
✨Show Initiative and Problem-Solving Skills
During the interview, be ready to discuss instances where you've taken the initiative or solved problems in previous roles. LGT values individuals who can generate new ideas and contribute to the team's success. Share specific examples that illustrate your proactive approach and ability to think critically under pressure.
