At a Glance
- Tasks: Support the Portfolio Management team and assist with client interactions and reporting.
- Company: Join LGT Wealth Management, a prestigious firm owned by the Princely Family of Liechtenstein.
- Benefits: Gain valuable experience in wealth management with a focus on personal development.
- Other info: Opportunity to grow within a respected firm with a collaborative culture.
- Why this job: Be part of a dynamic team that prioritises client needs and innovative solutions.
- Qualifications: Strong organisational skills and a passion for finance are essential.
The predicted salary is between 30000 - 40000 € 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 was to offer a fresh approach to wealth management. Our head office is based in London; however, we have a presence in Edinburgh, Jersey, Leeds, Birmingham and Bristol. 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.
The teams’ primary goal is to help Intermediary and Private clients enhance their wealth. We are involved in a broad range of activities including Investments, Strategy, Planning/Structuring, and Lending. The foundations of the team are built on technical excellence and integrity to ensure that the client receives a holistic wealth management service.
Brief Role Objective: To provide general support to the Portfolio Management team to ensure that the client receives first class service. Responsible for ensuring that administrative, organisational and client related tasks are completed accurately, efficiently and in a timely manner. Will have regular contact with Intermediary and Private client base, dealing with their enquiries and providing support at client meetings where appropriate.
Key Responsibilities:
- Assist the team with all aspects of client contact, including ongoing and regular reporting requirements and ad-hoc reporting requirements.
- Place and process trades in line with client instructions for advisory and execution-only portfolios, liaising with Dealers and ensuring adherence to internal procedures and regulatory requirements.
- Where necessary execute required dealing activity to implement strategic and tactical asset allocation decisions in client portfolios.
- Maintain and update Investment Policy Statements (IPS) where required.
- Assist the Senior IM’s with the administration of the Annual Investment Review Process.
- Review and advise on corporate actions, i.e., looking at open offers and rights issues. Instruct the Corporate Actions team accordingly.
- Provide analytics for the IM team, including performance, asset allocation reports and capital gains.
Trainee Investment Manager in Edinburgh employer: LGT Group
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 emphasis on professional development, employees are encouraged to grow their skills and contribute ideas that enhance our bespoke wealth management services. Our commitment to integrity, respect, and entrepreneurship fosters a collaborative culture, making us a sought-after choice for those seeking meaningful careers in finance.
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Investment Manager in Edinburgh
✨Tip Number 1
Network like a pro! Reach out to people in the investment management field, especially those connected to LGT Wealth Management. Attend industry events or webinars and don’t be shy about introducing yourself – you never know who might help you land that trainee role!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of wealth management and current market trends. We recommend practising common interview questions and even doing mock interviews with friends or mentors to boost your confidence.
✨Tip Number 3
Showcase your passion for investment management! When you get the chance to chat with potential employers, share your insights and ideas about the industry. This will demonstrate your enthusiasm and commitment to the field.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team at LGT Wealth Management.
We think you need these skills to ace Trainee Investment Manager in Edinburgh
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Trainee Investment Manager role. Highlight relevant experience and skills that align with our mission of providing a bespoke service to clients. We want to see how you can contribute to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about wealth management and how your values align with ours. Remember, we value integrity and entrepreneurship, so let that come through in your writing.
Showcase Your Attention to Detail:In this role, accuracy is key. Make sure your application is free from typos and errors. A well-organised application reflects your ability to handle administrative tasks efficiently, which is crucial for supporting our Portfolio Management team.
Apply Through Our Website:We encourage you to apply directly through our website. This not only streamlines the process but also shows us that you're genuinely interested in joining our team at LGT Wealth Management. We can't wait to see your application!
How to prepare for a job interview at LGT Group
✨Know Your Stuff
Make sure you brush up on your knowledge of investment management and the specific services offered by LGT Wealth Management. Familiarise yourself with their approach to wealth management and be ready to discuss how you can contribute to their mission of creating long-term value.
✨Showcase Your Skills
Prepare examples from your past experiences that demonstrate your organisational skills, attention to detail, and ability to work under pressure. Highlight any relevant coursework or projects that align with the responsibilities of a Trainee Investment Manager.
✨Ask Thoughtful Questions
Come prepared with insightful questions about the company culture, team dynamics, and the specific challenges faced by the Portfolio Management team. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
✨Embrace Their Values
Familiarise yourself with LGT's core values: belonging, respect, integrity, conviction, and entrepreneurship. Be ready to discuss how these values resonate with you and how you can embody them in your role as a Trainee Investment Manager.
