At a Glance
- Tasks: Support investment managers and ensure clients receive top-notch service.
- Company: Join LGT Wealth Management, a leading firm with a fresh approach to wealth management.
- Benefits: Gain valuable experience in finance, competitive salary, and a supportive team environment.
- Other info: Opportunity for growth in a respected firm with a focus on integrity and entrepreneurship.
- Why this job: Be part of a dynamic team that values innovation and client satisfaction.
- Qualifications: Proficiency in Microsoft Office, strong communication skills, and attention to detail.
The predicted salary is between 40000 - 50000 £ 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, 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
The team manages globally diversified portfolios for domestic and international clients, building enduring relationships with UHNW and HNW private clients, their families, trustees and directors.
With broad experience across private clients, trusts, charities and corporates, we provide holistic wealth management advice spanning investments, strategy and structuring, underpinned by technical excellence and integrity.
Brief Role Objective
Be part of a team that provides general and administrative support to the Partners, Investment Managers/Assistants to ensure that the client receives a first class service.
Responsible for ensuring that client related, administrative and organisational tasks are completed accurately, efficiently and in a timely manner.
Key Responsibilities
- Collate and distribute account opening packs and ensure that they are fully and accurately completed and that all necessary documentation is provided.
- Provide regular and ad-hoc information and to clients ensuring that documents and reports are accurate, consistent and dispatched to timetable.
Monitor the progress and timeliness of account opening and asset/cash transfers to meet our client service standards and keep all relevant internal and external parties informed.
- Assist in resolving client queries regarding their portfolios or account opening.
- Making payments for clients
- Preparing meeting packs for clients ensuring all data is accurate and up to date
- Prepare Investment Policy Statements ensuring that information around client’s objectives, risk profile and financial situation is accurately recorded and that any discrepancies are investigated and resolved.
- Ensuring correspondence and reporting is clear and not misleading, technically accurate and tailored to the client’s level of knowledge and understanding
- Liaise effectively with external custodians and providers to obtain information required for clients.
- Carry out ad-hoc administration tasks for the team as required.
- Proficient in the use of all internal and external systems and information feeds.
- Support for the Trainee Investment Managers on presentations, reports and analysis
Requirements
Key Skills and Technical Requirements
- Good working knowledge of the Microsoft Office suite of products, in particular, Excel but also Outlook and Word.
- Understanding of front office systems is desirable.
Other Skills and Attributes
- Takes initiative for own work, but also works well as part of a team.
- Acts at all times in a professional manner.
- Conducts role in accordance with LGT’s procedures, within individual authorisation levels and in a compliant manner.
- Accuracy and attention to detail and will take time to double check work.
- Strong communication skills; both verbal and written.
- Strong numeracy skills
- Flexibility with a willingness to learn and take on new tasks and learn fast
- Deals with all matters promptly, professionally and effectively without being reminded.
- Readily assists the team in achieving its objectives.
- Ability to prioritise and manage workload whilst responding to urgent requests as they arise. Follows tasks through to the end.
- Makes effective use of time in order to carry out tasks to the appropriate standard.
- A knowledge of private equity investments is beneficial
- 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
Investment Assistant - 12-month FTC in London employer: LGT Bank
LGT Wealth Management UK LLP is an exceptional employer, offering a dynamic work culture that prioritises client-centric values and fosters individual growth. With a commitment to integrity and entrepreneurship, employees benefit from a supportive environment that encourages innovation and collaboration, alongside opportunities for professional development in a prestigious London-based firm with a global presence. Join us to be part of a team that not only values your contributions but also invests in your future success.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Assistant - 12-month FTC in London
✨Get in on Networking Events
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✨Join Investment Forums and Communities
Dive into online investment forums or communities, like those on LinkedIn or even specific investment platforms. Share your thoughts, ask questions, and be active — this is a great way to showcase your expertise and passion for the field. You never know who might take notice and lead you to a temporary role at places like LGT Bank.
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With temporary roles, it's essential to be quick on the draw! Check job boards often and consider reaching out directly to companies like LGT Bank to ask about upcoming opportunities. It shows initiative and can really set you apart from other candidates!
✨Leverage University Career Services
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We think you need these skills to ace Investment Assistant - 12-month FTC in London
Some tips for your application 🫡
Highlight Your Analytical Skills:In investment and asset management, your ability to analyse data and make informed decisions is key. Showcase your analytical skills in your CV and provide specific examples of projects or coursework that highlight these abilities. Whether it’s through university projects or relevant internships, make it obvious that you’ve got what it takes to spot trends and evaluate risks.
Demonstrate Your Passion for the Market:For a temporary role in this industry, it’s vital to show your enthusiasm and understanding of the financial market. In your cover letter, share specific experiences or insights about market trends or investment strategies you've explored. This passion can set you apart, especially for shorter contracts where speed and enthusiasm can make a big difference.
Include Relevant Certifications:If you’ve completed any financial or investment-related certifications, make sure they’re prominently featured in your CV. This not only shows your commitment to the field but also adds credibility to your application in the highly competitive asset management sector. Don’t forget to link any online profile or platform where you might showcase your achievements.
Be Ready to Hit the Ground Running:Given that this is a temporary position at LGT Bank, highlight your ability to adapt quickly and contribute from day one. Make sure your CV reflects any prior short-term roles or internships where you quickly picked up new skills or adapted to new teams. This will assure the hiring managers that you're ready to jump in and start delivering results.
How to prepare for a job interview at LGT Bank
✨Know Your Numbers
In investment asset management, your ability to understand and analyse financial data is crucial. Be prepared to tackle technical questions related to risk analysis, portfolio management, and quantitative methods. Brush up on common metrics and valuation techniques—you never know when they might come up!
✨Bring Your Analytical A-Game
During the interview process, you might be asked to evaluate a case study or a hypothetical investment scenario. Practice expressing your thought process clearly—this is about showcasing your analytical skills and thought agility. Use specific examples from your studies or work experience to demonstrate how you've approached similar tasks in the past.
✨Show Off Your Projects
Since this is a temporary role, a solid portfolio can really help you stand out. Share any projects or analyses you've conducted, even if they were part of your coursework. Use these pieces of work to demonstrate your understanding of the sector and your ability to apply theory to practice. It’s all about showing what you can bring to the table from day one!
✨Be Ready for Rapid Fire Questions
With a temporary position, they might want to gauge how quickly you can adapt and contribute. Prepare to answer questions that require quick, insightful responses about market trends or recent economic events. It’s a fast-paced environment, so showing that you stay updated and can think on your feet will really impress the interviewers at LGT Bank.
