LGT Wealth Management UK LLP is seeking a data reporting analyst to produce monthly AUM and investment flow reports, standardise data from multiple platforms and build dashboards for BD and Portfolio Managers.
You will reconcile data, analyse trends, and maintain records as client relationships evolve, supporting Consumer Duty tasks with relevant teams. Experience in wealth management data is advantageous and rigorous data practices are essential.
Wealth Data Analyst for Business Development 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
