At a Glance
- Tasks: Support Investment Managers with client interactions and administrative tasks for top-tier clients.
- 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 growth and development.
- Other info: Opportunity to work with UHNW clients and enhance your career in a supportive environment.
- Why this job: Be part of a dynamic team that values innovation and integrity in financial services.
- Qualifications: Strong communication skills and a proactive attitude towards learning in finance.
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 is to offer a fresh approach to wealth management. Our head office is based in London, with 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 UHNW clients enhance their wealth through 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 and administrative support to Investment Partners and Investment Managers 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.
Key Responsibilities:
- Assist the team with all aspects of client contact, including ongoing and regular reporting requirements and ad-hoc reporting requirements.
- Act as the liaison with the Dealers and Back Office on the settlement of deals and keep the team abreast of any irregularities.
- Maintain client lists and information including spreadsheets/databases as required.
- Review and advise on corporate actions, instructing the Corporate Actions team accordingly.
- Provide all analytics for the team, including performance, asset allocation reports, and capital gains.
- Ensure that all current/new client account data is complete, up-to-date, and accurate at all times.
- Responsible for the production of reports and presentations for existing and prospective clients.
- Deal with client correspondence and queries.
- Monitor portfolios content and performance for Investment Partners/Investment Managers.
- Place and process trades in line with client instructions, liaising with Dealers and ensuring adherence to internal procedures and regulatory requirements.
- Prepare and collate research and stock recommendations for the Investment Partners/Investment Managers.
- May attend client meetings with Investment Partners/Investment Managers where appropriate.
- Monitor external custodians for accuracy and timeliness of processing.
Your Profile:
Key Skills and Technical Requirements:
- Keeps abreast of all relevant developments in the financial services industry and any regulatory changes.
- 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.
- Takes initiative for their own work within an understood framework of scope and authority.
- Acts at all times in a professional manner.
- Deals with all matters promptly, professionally, and effectively.
- Uses approved AI and digital tools appropriately to enhance productivity and quality of output.
- Excellent verbal and written communication skills.
- Undertakes other tasks or specific project work as requested by the Investment Managers.
- Adhere to all company-wide policies, procedures, and compliance requirements.
- Makes effective use of time to carry out tasks to the appropriate standard.
- Readily assists the team and the Firm in achieving its objectives.
Other Skills and Attributes: Conducts role in accordance with LGT’s procedures, within individual authorisation levels and in a compliant manner.
Do you feel addressed? Then simply fill out the online application. We look forward to getting to know you.
Transparency is important to us. That is why you will find everything that matters to us on our website.
Trainee Investment Manager employer: LGT Group
LGT Wealth Management UK LLP is an exceptional employer, offering a dynamic work culture that prioritises client-centric values and fosters individual growth. With a commitment to integrity and innovation, employees benefit from comprehensive training, exposure to high-net-worth clients, and opportunities for professional development in a supportive environment. Located in London, with additional offices across the UK, LGT provides a unique chance to be part of a prestigious firm backed by the Princely Family of Liechtenstein, making it an attractive choice for those seeking meaningful and rewarding careers in wealth management.
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Investment Manager
✨Tip Number 1
Network like a pro! Reach out to people in the investment management field, attend industry events, and connect with professionals on LinkedIn. You never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Prepare for interviews by researching LGT Wealth Management thoroughly. Understand their values, mission, and recent developments in the financial services industry. This will help you tailor your responses and show that you're genuinely interested in the role.
✨Tip Number 3
Practice your communication skills! As a Trainee Investment Manager, you'll need to convey complex information clearly. Try mock interviews with friends or use online resources to refine your pitch and ensure you come across as confident and professional.
✨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 that you're proactive and serious about joining our team at LGT Wealth Management.
We think you need these skills to ace Trainee Investment Manager
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Trainee Investment Manager role. Highlight your relevant skills and experiences that align with our mission of providing a transparent service to clients.
Showcase Your Communication Skills:Since excellent verbal and written communication is key, use your application to demonstrate these skills. Keep your language clear and professional, and make sure to proofread for any errors before hitting send!
Be Authentic:We value integrity and conviction, so don’t be afraid to let your personality shine through in your application. Share your genuine interest in wealth management and how you can contribute to our team.
Apply Through Our Website:For the best chance of success, apply directly through our website. This ensures your application reaches us promptly and allows you to explore more about our culture and values while you're at it!
How to prepare for a job interview at LGT Group
✨Know Your Stuff
Before the interview, make sure you brush up on your knowledge of the financial services industry and any recent regulatory changes. This will not only show your enthusiasm for the role but also demonstrate that you're proactive and informed.
✨Showcase Your Communication Skills
As a Trainee Investment Manager, you'll need excellent verbal and written communication skills. Practice articulating your thoughts clearly and concisely. Consider preparing a few examples of how you've effectively communicated in past roles or projects.
✨Be Client-Focused
LGT Wealth Management prides itself on putting clients first. During the interview, highlight your understanding of client needs and how you can contribute to providing a first-class service. Think of specific instances where you've gone above and beyond for a client or team member.
✨Demonstrate Initiative
The role requires someone who takes initiative within a defined framework. Prepare to discuss times when you've taken the lead on a project or suggested new ideas that benefited your team. This will show that you're ready to contribute positively from day one.
