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- Tasks: Lead a team providing top-notch support to Investment Partners and Wealth Managers.
- Company: Join LGT Wealth Management, a prestigious firm with a client-first approach.
- Benefits: Enjoy competitive pay, professional growth, and a supportive work environment.
- Other info: Be part of a dynamic team with opportunities for career advancement.
- Why this job: Make a real difference in client experiences while developing your leadership skills.
- Qualifications: Experience in wealth management and strong organisational skills are essential.
The predicted salary is between 45000 - 55000 £ 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 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.
Brief Role Objective:
Be part of and manage a team that provides general and administrative support to Investment Partners and/or Wealth Managers to ensure that clients receive a first class service. Responsible for ensuring that administrative, organisational and client related tasks for the Team are completed accurately, efficiently and in a timely manner. Will have regular contact with clients, dealing with their enquiries and providing support and training for other members in the team.
Key Responsibilities:
- Overall management for the quality and quantity of administration services provided to clients.
- Manage a team of Investment Assistants, ensuring their work is of a high standard and implementing consistency across the team.
- Provide appropriate oversight and training/developmental opportunities for all support and administrative team members.
- Ensure cohesive and seamless support to the Investment Managers and Wealth Managers on the Team.
- Collate & distribute account opening packs and ensure that they are fully and accurately completed.
- Monitor the progress and timeliness of account opening and asset/cash transfers.
- Provide regular and ad-hoc information to clients ensuring that documents and reports are accurate and dispatched to timetable.
- Deal directly with clients and their advisers to support them in resolving general queries regarding their portfolios or account opening.
- Maintain internal management information, ensuring that it is informative, accurate, consistent and up to date.
- Keep comprehensive client records and ensure that these are accurate and up to date at all times.
- Client FX and trading requests are conveyed to our Portfolio Management Team in an accurate and timely manner.
- Liaise with external custodians and providers to obtain information required for clients and their advisers.
- Distribution of UK tax reporting and dealing with ongoing questions from tax advisers and clients.
- Assist in cash management of overdrafts, capital and income sweeps, settlement of dividends and incomes.
- Produce agendas and assist with the running of regular Team Meetings.
- Act as an SME for your team, working closely with Client and Custody services.
- Become a member of the Team Support Manager forum, ensuring all FO initiatives are disseminated to the team.
- Troubleshooting, filtering & putting forward strategic ideas from the Team to the FO Business Manager.
- Work alongside the FO Business Manager to assist with existing working groups across the business.
Your profile
Key Skills and Technical Requirements:
- Previous experience in Front Office environment, ideally within Wealth Management.
- Undertakes sufficient professional development for the role including CPD.
Other Skills and Attributes:
- Thorough understanding of the clients managed by the team.
- Keeps abreast of all relevant developments in the financial services industry.
- Generates new ideas/initiatives to help promote the firm to potential clients.
- Keeps accurate client records and ensures these are held in the appropriate format.
- Acts at all times in a professional manner.
- Conducts role in accordance with LGT Wealth Management’s procedures.
- Readily assists the team and the Firm in achieving its objectives.
- Good working knowledge of the Microsoft Office suite of products.
- Proficient in front office systems.
Do you feel addressed? Then simply fill out the online application. We look forward to getting to know you.
Team Support Manager employer: LGT Group
Contact Detail:
LGT Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Team Support Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the hunt for a Team Support Manager role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching LGT Wealth Management thoroughly. Understand their values, mission, and the specifics of the role. This way, you can tailor your responses to show how you align with their culture and can contribute to their goals.
✨Tip Number 3
Practice your communication skills! As a Team Support Manager, you'll be dealing with clients and colleagues regularly. Role-play common scenarios with a friend to boost your confidence and ensure you can handle any questions that come your way.
✨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 Team Support Manager
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your relevant experience in wealth management and team support. We want to see how your skills align with our mission of providing a first-class service to clients.
Showcase Your Team Management Skills: Since this role involves managing a team, be sure to emphasise any previous experience you have in leading or training others. We love seeing examples of how you've fostered a collaborative environment!
Be Clear and Concise: When writing your application, keep it straightforward and to the point. We appreciate clarity, so make sure your correspondence is easy to read and free from jargon. This reflects the clear communication we value with our clients.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, you can find more info about us there!
How to prepare for a job interview at LGT Group
✨Know the Company Inside Out
Before your interview, make sure you research LGT Wealth Management thoroughly. Understand their values, mission, and the services they offer. This will not only help you answer questions more effectively but also show your genuine interest in the company.
✨Showcase Your Team Management Skills
As a Team Support Manager, you'll be overseeing a team of Investment Assistants. Be prepared to discuss your previous experience in managing teams, how you ensure high standards, and any training methods you've implemented. Use specific examples to illustrate your leadership style.
✨Prepare for Client Interaction Scenarios
Since the role involves direct client contact, think about potential client scenarios you might face. Prepare to discuss how you would handle client queries or issues, ensuring you convey professionalism and a client-first approach in your responses.
✨Demonstrate Your Knowledge of Financial Services
Stay updated on current trends and regulatory changes in the financial services industry. Be ready to discuss how these developments could impact the team and clients. This will show that you are proactive and knowledgeable, which is crucial for the role.