At a Glance
- Tasks: Manage portfolios, analyse investments, and communicate strategies to clients.
- Company: Join LGT Wealth Management, a leading firm owned by the Princely Family of Liechtenstein.
- Benefits: Competitive salary, professional development, and a supportive team culture.
- Other info: Dynamic environment with opportunities for growth and innovation.
- Why this job: Make a real impact in wealth management while working with high-net-worth clients.
- Qualifications: Experience in portfolio management and strong analytical skills required.
The predicted salary is between 60000 - 80000 £ 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 aim is to offer a fresh approach to wealth management. We have a presence in London, Edinburgh, Jersey, Leeds, Birmingham, Bristol and Manchester. 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.
Our business is responsible for contributing to and implementing within portfolios the house view of LGT Wealth Management, for predominantly private clients. We are involved in a broad range of activities including portfolio management, investment analysis and relationship management. Each team prides itself on the quality of service it provides the High Net Worth community ensuring that they have adopted a robust investment process to best manage the investment interests of their clients.
The Central Investment Team provides both a model-based and bespoke discretionary service in line with LGT Wealth Management's house views for Investment Managers and Wealth Managers. The team is responsible for managing portfolios on a day-to-day basis and assisting in the acquisition of new business.
Brief Role Objective:
- Communications: contributing written and verbal investment communication for the benefit of our external and internal clients
- Investment Strategy: contributing investment analysis and strategy for the benefit of the team, business and our clients
- Operational and Team tasks: contributing to the operation of managing portfolios via implementation of trades, as well as acting as a good team member
Key Responsibilities:
- Written portfolio strategy communications for our monthly and quarterly investment output
- Assist in the creation of outlook and portfolio strategy slides on a periodic basis
- Attend client meetings individually or with a senior colleague
- Present portfolio and market analysis at monthly internal meetings
- Provide portfolio and market analysis, both proactively and on request
- Take ownership of a portfolio tactical position and provide analysis and commentary for the benefit of our clients and investment committee
- Assist in the creation of materials for the investment committee
- Monitor and maintain a list of portfolios, including ad hoc daily cash management tasks and routine model change trades
- Managing tailored client criteria within portfolios in line with house views
- Assist in the maintenance of central models
- Assisting the team with project work and ad hoc tasks
Requirements:
Key Skills and Technical Requirements:
- An understanding of all asset classes and portfolio construction within the wealth and asset management industry.
- Understanding of market cycles, drivers and characteristics, with experience applying this knowledge to portfolio management and positioning.
- Knowledge in multi-asset portfolio construction and risk management, with sustained framework behind investment process.
- Communications skills, with the ability to articulate portfolio and trade objectives at both a high level and at more nuanced levels to internal and external stakeholders.
- Experience trading major asset classes within private client portfolios; 5+ years’ experience within a similar role is desirable.
Other Skills and Attributes:
- Relevant industry qualifications (including but not limited to IMC or CFA) is essential.
- Strong interpersonal skills; with the ability to build relationships within the Research Team and also with key Wealth/Investment Manager desks across the Firm.
- Excellent organisation skills, effective time management and delivery to deadlines.
- Strong numerical and analytical skills, specifically in the context of portfolio management.
- Attention to detail with dealing, general portfolio management, reporting and sending documentation externally to clients.
- Ability to keep abreast of developments in the financial services industry and of all relevant regulatory changes.
- Ability to take the initiative within an understood framework of scope and authority.
- Acts at all times in a professional manner and as an ambassador to the Firm.
- Must be able to easily articulate complex market conditions and solutions to clients.
- Deals with all matters promptly, professionally and effectively.
- Ability to work under pressure.
- Conducts role in accordance with LGT’s policies and procedures adhering to the Firm’s compliance guidelines.
- Entrepreneurial, self-motivated and target driven.
- Driven and hands-on, with excellent attention to detail.
We are looking forward to receiving your online application. For any further information please do not hesitate to contact us.
Portfolio Manager / Associate Portfolio Manager in London employer: LGT Bank
LGT Wealth Management UK LLP is an exceptional employer that prioritises client-centric values and fosters a culture of integrity, respect, and entrepreneurship. With a commitment to employee growth, we offer robust training and development opportunities within a collaborative environment, ensuring our team members thrive while managing over £30 billion in assets. Our London-based office, along with multiple regional locations, provides a dynamic setting for professionals seeking meaningful careers in wealth management.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Manager / Associate Portfolio Manager in London
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We think you need these skills to ace Portfolio Manager / Associate Portfolio Manager in London
Some tips for your application 🫡
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