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- Tasks: Support client account transfers, ensuring accuracy and timely processing.
- Company: Join LGT Wealth Management, a leading firm owned by the Princely Family of Liechtenstein.
- Benefits: Enjoy a collaborative culture, opportunities for growth, and a focus on innovation.
- Why this job: Be part of a dynamic team that values creativity and problem-solving in wealth management.
- Qualifications: Strong asset transfer experience and excellent communication skills are essential.
- Other info: This is a 15-month fixed-term contract with potential for future opportunities.
The predicted salary is between 43200 - 72000 £ 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. 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 Custody Services Team comprises 36 staff and provides a wide range of essential support services for the Firm’s Investment/Wealth Asset Managers, their teams, and their Clients. Within the Custody Services Unit, the Transfers Team manages all aspects of the client transfer in/out process for all product types.
Brief Role Objective: The main responsibilities of this role involve:
- Provide support for all aspects of the transfer of client accounts in and out of the firm ensuring transfers take place in a timely and accurate manner.
- Track/monitor progress of transferring activity and liaise with other stakeholders/firms/counterparties as necessary to resolve issues and delays.
- Enable the Front Office to commence the management of client assets as soon as possible by facilitating the processing of transfers efficiently.
Key Responsibilities:
- Arranging the transfer in and out of client assets ensuring client's portfolio records correctly reflect the assets transferred within the firm’s systems.
- Work closely with Settlements and the Clients Services Team to ensure that the records in respect of transferred accounts are compliant with necessary processes for accuracy of valuations, tax and performance measurement calculations.
- Liaise with Front Office to keep them informed of the progress of transfers.
- Assist in recording, collating and distribution of key management information.
- Work alongside/support the Transfers Manager on a day-to-day basis taking on additional responsibilities where required.
- Assist in/provide input to the implementation of technology/systems changes as necessary.
- Work on Figaro upgrades & patches as they arise ensuring new/changing Transfers are understood and tested.
- Ensure procedures/policy documents are in place for all key activities and reviewed periodically.
- Work with the team to develop ways to improve processes and procedures where appropriate.
- Ad-hoc issue troubleshooting/problem solving.
Your profile
Key Skills and Technical Requirements:
- Strong asset transfer experience with a UK Wealth Manager or Stockbroker.
- Good team player but capable of organising own workload.
- Good communication skills, both written and verbal.
- Strong numeracy and analytical skills.
- A creative and proactive approach to problem solving.
- Ability to identify/propose process improvements.
Desirable: Experience of FNZ Wealth Asset Management platform Figaro/Salesforce CRM/Equisoft.
Do you feel addressed? Then simply fill out the online application. We look forward to getting to know you.
Senior Asset Transfers Analyst (15 month FTC) employer: LGT Group
Contact Detail:
LGT Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Asset Transfers Analyst (15 month FTC)
✨Tip Number 1
Familiarise yourself with the asset transfer process specific to UK Wealth Managers. Understanding the nuances of client account transfers and the regulatory environment will give you an edge in discussions during interviews.
✨Tip Number 2
Network with professionals in the wealth management sector, especially those who have experience with asset transfers. Engaging with industry contacts can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Stay updated on the latest technology and systems used in asset management, particularly platforms like FNZ and Figaro. Demonstrating your knowledge of these tools can set you apart from other candidates.
✨Tip Number 4
Prepare to discuss your problem-solving skills and any process improvements you've implemented in previous roles. Highlighting your proactive approach will resonate well with the company's values of innovation and entrepreneurship.
We think you need these skills to ace Senior Asset Transfers Analyst (15 month FTC)
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Senior Asset Transfers Analyst position. Tailor your application to highlight relevant experience in asset transfers and wealth management.
Craft a Tailored CV: Your CV should reflect your strong asset transfer experience and any relevant skills mentioned in the job description. Emphasise your communication skills, analytical abilities, and any experience with platforms like FNZ or Figaro.
Write a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss how your background aligns with their mission of providing a transparent service and your proactive approach to problem-solving.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. Ensure that your documents are clear, concise, and free from typos, as attention to detail is crucial in this role.
How to prepare for a job interview at LGT Group
✨Understand the Company Culture
Before your interview, take some time to research LGT Wealth Management's core values such as belonging, respect, and integrity. Be prepared to discuss how your personal values align with theirs and provide examples of how you've demonstrated these in your previous roles.
✨Showcase Your Asset Transfer Experience
Since the role requires strong asset transfer experience, be ready to share specific examples from your past work. Highlight any challenges you faced during transfers and how you resolved them, demonstrating your problem-solving skills and attention to detail.
✨Prepare for Technical Questions
Familiarise yourself with the FNZ Wealth Asset Management platform and any relevant systems like Figaro or Salesforce CRM. Be prepared to discuss your experience with these technologies and how you've used them to improve processes in your previous roles.
✨Demonstrate Team Collaboration Skills
As a good team player is essential for this role, think of examples where you've successfully collaborated with others. Discuss how you communicate with different teams, such as Settlements and Client Services, to ensure smooth operations and timely transfers.
