At a Glance
- Tasks: Support Investment Managers with client contact, reporting, and research tasks.
- Company: Join LGT Wealth Management, a leader in wealth management services.
- Benefits: Gain valuable experience in finance with potential for career growth.
- Other info: Dynamic team environment with opportunities to learn from experienced professionals.
- Why this job: Kickstart your career in investment management and make a real difference.
- Qualifications: Strong Excel skills and a proactive attitude towards data accuracy.
The predicted salary is between 30000 - 40000 £ per year.
LGT Wealth Management UK LLP is seeking a capable trainee investment manager assistant to directly support three Investment Managers with client and adviser contact, ongoing reporting, and research. You will maintain client lists, assist with portfolio monitoring and analytics, and help prepare valuations and year-end packs.
A proactive approach to data accuracy and timely delivery is essential. You will contribute to client service through solid Excel skills and a professional approach.
Trainee Investment Manager - Wealth Management Support employer: LGT Group
LGT Group is an exceptional employer located in the vibrant Greater London area, offering a dynamic team environment where employees can thrive and contribute to meaningful client service. With a strong focus on professional development, employees are encouraged to grow their skills and advance their careers while enjoying a culture of collaboration and continuous improvement. The company's commitment to excellence and clear communication makes it a rewarding place to work for those seeking impactful roles in investment operations.
