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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 dynamic work environment with opportunities for growth and learning in finance.
- Why this job: Be part of a team that builds lasting client relationships and enhances wealth through innovative strategies.
- Qualifications: No prior experience needed; just bring your enthusiasm and willingness to learn!
- Other info: This role offers a chance to attend client meetings and industry seminars.
The predicted salary is between 20000 - 30000 £ 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. 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.
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.
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.
Trainee Investment Manager employer: LGT Group
Contact Detail:
LGT Group 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 knowledge will not only help you during interviews but also demonstrate your genuine interest in the field.
✨Tip Number 2
Network with professionals in the financial services industry, especially those working in investment management. Attend relevant seminars or webinars to make connections and learn more about the role.
✨Tip Number 3
Prepare to discuss how you can contribute to enhancing client relationships. Think of examples where you've successfully managed client interactions or provided excellent service in previous roles.
✨Tip Number 4
Showcase your analytical skills by being ready to discuss how you would approach performance reporting and asset allocation. Being able to articulate your thought process will 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 you fully understand the responsibilities and requirements of the Trainee Investment Manager position. Tailor your application to highlight how your skills and experiences align with the key responsibilities outlined in the job description.
Craft a Strong CV: Your CV should be clear, concise, and tailored to the role. Emphasise relevant experience, particularly in client management, analytics, and any financial services exposure. Use bullet points for easy readability and ensure it is free from errors.
Write a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Highlight specific examples of how your skills can contribute to the team’s goals, such as your ability to maintain accurate client records or generate new ideas for client engagement.
Proofread Your Application: Before submitting, take the time to proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is accurate and up-to-date. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at LGT Group
✨Research the Company
Before your interview, make sure to thoroughly research LGT Wealth Management. Understand their mission, values, and the services they offer. This will help you tailor your answers and show genuine interest in the company.
✨Prepare for Technical Questions
As a Trainee Investment Manager, you may be asked about financial concepts, market trends, and investment strategies. Brush up on your knowledge of the financial services industry and be ready to discuss relevant developments.
✨Showcase Your Communication Skills
Excellent verbal and written communication skills are crucial for this role. During the interview, practice articulating your thoughts clearly and concisely. You might also want to prepare examples of how you've effectively communicated in past experiences.
✨Demonstrate Initiative and Problem-Solving
The role requires taking initiative within a defined framework. Be prepared to discuss situations where you've identified problems and proposed solutions. Highlight your ability to think critically and act professionally under pressure.
