LGT Wealth Management UK LLP in London seeks a meticulous administrator to support front‑office operations for client accounts, focusing on accurate documentation, timely reporting and smooth account openings.
You will collate account opening packs, prepare investment policy statements, liaise with custodians and assist the Trainee Investment Managers with presentations and analyses, while pursuing professional qualifications in line with internal policies.
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Investment Assistant: Client Onboarding & Support employer: LGT Crestone Wealth Management Limited
LGT Wealth Management UK LLP is an exceptional employer, offering a dynamic work environment in the heart of London, where innovation and client-centric values thrive. With a strong commitment to employee growth, we provide ample opportunities for professional development and encourage a culture of respect, integrity, and entrepreneurship. Join us to be part of a prestigious firm that prioritises your career while managing over £30 billion in assets, ensuring you contribute to meaningful outcomes in wealth management.
Contact Details:
LGT Crestone Wealth Management Limited Recruitment Team
