Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support client account transfers, ensuring accuracy and timeliness.
- 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 sustainability.
- Why this job: Be part of a dynamic team that values innovation and client-first service.
- Qualifications: Strong asset transfer experience and excellent communication skills required.
- Other info: This is a 15-month fixed-term contract based in London.
The predicted salary is between 36000 - 60000 £ per year.
Asset Transfers Analyst (15 month FTC) London (GB) 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. When we set up LGT Wealth Management in 2008, our aim was to offer a fresh approach to wealth management. Alongside the LLP we also have two other entities which focus on US and Jersey based clients. Our head office is based in London however we have a presence in Edinburgh, Jersey, Leeds, Birmingham and Bristol. The plan was simple: put our clients first by providing a transparent service, designed around what is right for each of them. By drawing together in-depth knowledge and experience from across the industry, we provide a flexible, bespoke service adapted to each of our clients’ needs. 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. As our brand recognition grows, we are fast becoming an employer of choice in our sector. We have over £29 billion in funds under management and circa 700 staff. Business Unit: The Custody Services Team comprises of 36 staff and provides a wide range of essential support services for the Firm’s Investment/Wealth Asset Managers, their teams, and their Clients. It is made up of several teams – Trade Support (made up of Settlements, Transfers and Treasury teams), Data Management, Corporate Actions and Tax and Operations Control. Within the Custody Services Unit the Transfers Team manages all aspects of the client transfer in/out process for all product types. They also manage the ISA/JISA on boarding and subscription process with plan managers. Brief Role Objective: The main responsibilities of this role involve: Provide support where necessary 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. Asset transfers across differing products (GIA/ISA/SIPP/OIB) Track/monitor progress of transferring activity and liaise with other stakeholders/firms/counterparties as necessary, to resolve issues and delays as they may arise. Enable the Front Office to commence the management of client assets as soon as possible by facilitating the processing of transfers in an efficient & timely manner 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 in order to ensure that the records in respect of transferred accounts are compliant with the processes necessary to ensure the accuracy of valuations, tax and performance measurement calculations and closure requirements. Liaise with Front Office in order 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 with the team to develop ways to improve processes and procedures where appropriate. Ad-hoc issue troubleshooting/problem solving Your profile Key Skills and Competency Requirements: Strong Asset transfer experience with a UK Wealth Manager or Stockbroker. Strong ISA experience/knowledge 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 Strong organisation skills. Ability to identify/propose process improvements. Self-motivation. IT: Desirable: Experience of FNZ Wealth Asset Management platform Figaro Desirable: Experience of Equisoft (Altus) platform Interested in the role? Complete the online application. We look forward to getting to know you. Discover more about LGT Wealth Management A message from our CEO Ben Snee, Chief Executive Officer welcomes you to LGT Wealth Management. Hear more about our commitment to sustainability and what makes LGT a great place to work. Our company Company news #J-18808-Ljbffr
Asset Transfers Analyst (15 month FTC) employer: LGT Vestra LLP
Contact Detail:
LGT Vestra LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Asset Transfers Analyst (15 month FTC)
✨Tip Number 1
Familiarise yourself with the specific asset transfer processes used by UK wealth managers. Understanding the nuances of GIA, ISA, SIPP, and OIB transfers will give you a significant edge during interviews.
✨Tip Number 2
Network with professionals in the wealth management sector, especially those who work in custody services or asset transfers. Engaging with them on platforms like LinkedIn can provide insights and potentially lead to referrals.
✨Tip Number 3
Stay updated on the latest technology and systems used in asset management, such as FNZ and Equisoft. Demonstrating your knowledge of these platforms can set you apart from other candidates.
✨Tip Number 4
Prepare to discuss your problem-solving skills and how you've improved processes in previous roles. Be ready to share specific examples that highlight your proactive approach and ability to work under pressure.
We think you need these skills to ace Asset Transfers Analyst (15 month FTC)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in asset transfers, particularly within a UK Wealth Management context. Emphasise your knowledge of ISAs and any specific platforms like FNZ or Equisoft.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your skills align with their core values such as integrity and entrepreneurship, and provide examples of how you've demonstrated these in your previous roles.
Showcase Problem-Solving Skills: Given the role's focus on troubleshooting and process improvements, include specific examples in your application that demonstrate your analytical skills and proactive approach to problem-solving.
Highlight Team Collaboration: Since the position requires working closely with various teams, mention your experience as a team player. Provide examples of successful collaborations and how you contributed to achieving common goals.
How to prepare for a job interview at LGT Vestra LLP
✨Know Your Asset Transfer Basics
Make sure you brush up on your knowledge of asset transfers, especially within the context of UK wealth management. Be prepared to discuss different product types like GIA, ISA, and SIPP, as well as any relevant regulations.
✨Demonstrate Strong Communication Skills
Since the role involves liaising with various stakeholders, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated in previous roles, particularly in resolving issues or delays.
✨Showcase Problem-Solving Abilities
Be ready to discuss specific instances where you've identified problems and proposed solutions. Highlight your proactive approach to troubleshooting, as this is crucial for the role.
✨Emphasise Teamwork and Organisation
As a team player, it's important to convey how you can collaborate effectively while also managing your own workload. Share examples of how you've balanced these aspects in past experiences.
