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
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector, attend industry events, and engage on platforms like LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Tip Number 2
Prepare for interviews by researching LGT Wealth Management thoroughly. Understand their values, mission, and recent developments. We want to see you shine, so practice articulating how your skills align with their needs and how you can contribute to their bespoke service.
✨Tip Number 3
Showcase your expertise! Bring along examples of your previous work or case studies that demonstrate your portfolio management skills. We love seeing how you’ve tackled challenges and delivered results, so don’t hold back!
✨Tip Number 4
Follow up after your interview with a thank-you note. It’s a simple gesture that shows your appreciation and keeps you fresh in their minds. We believe this small step can make a big difference in leaving a lasting impression!
We think you need these skills to ace Portfolio Manager / Associate Portfolio Manager in London
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to reflect the specific skills and experiences that align with the Portfolio Manager role. Highlight your understanding of asset classes and portfolio construction, as these are key to impressing us.
Showcase Your Communication Skills:Since communication is a big part of this role, demonstrate your ability to articulate complex ideas clearly in your written application. Use concise language and structure your thoughts logically to show us you can communicate effectively.
Highlight Relevant Experience:Don’t forget to mention your experience in trading major asset classes and managing private client portfolios. We want to see how your background aligns with our needs, so be specific about your achievements and responsibilities.
Apply Through Our Website:We encourage you to submit your application through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at LGT Bank
✨Know Your Portfolio Inside Out
Before the interview, make sure you have a solid understanding of your own portfolio management experience. Be ready to discuss specific strategies you've implemented and how they align with the investment principles of LGT Wealth Management.
✨Master the Art of Communication
Since communication is key in this role, practice articulating complex market conditions and investment strategies clearly. Prepare examples of how you've effectively communicated with clients or stakeholders in the past.
✨Stay Updated on Market Trends
Keep yourself informed about current market cycles and trends. Being able to discuss recent developments and their potential impact on portfolios will show your proactive approach and industry knowledge.
✨Demonstrate Team Spirit
LGT values collaboration, so be prepared to share examples of how you've worked effectively within a team. Highlight any experiences where you've contributed to team objectives or supported colleagues in achieving their goals.
