At a Glance
- Tasks: Support the Portfolio Management team and ensure top-notch client service.
- Company: Join LGT Wealth Management, a trusted name in wealth management with a unique culture.
- Benefits: Gain valuable experience, professional development, and be part of a supportive team.
- Other info: Dynamic environment with opportunities for growth and innovation.
- Why this job: Make a real impact by helping clients enhance their wealth with tailored solutions.
- Qualifications: Strong interpersonal skills and preferably a Level 4 qualification in investment advice.
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. 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.
The teams’ primary goal is to help Intermediary and Private clients enhance their wealth. We are involved in 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 support to the Portfolio Management team to ensure that the client receives first class service. Responsible for ensuring that administrative, organisational and client related tasks are completed accurately, efficiently and timely manner. Will have regular contact with Intermediary and Private client base, dealing with their enquiries and providing support at client meetings where appropriate.
Key Responsibilities:
- Assist the team with all aspects of client contact, including ongoing and regular reporting requirements and ad-hoc reporting requirements.
- Place and process trades in line with client instructions for advisory and execution‑only portfolios, liaising with Dealers and ensuring adherence to internal procedures and regulatory requirements.
- Where necessary execute required dealing activity to implement strategic and tactical asset allocation decisions in client portfolios.
- Maintain and update Investment Policy Statements (IPS) where required.
- Assist the Senior IM’s with the administration of the Annual Investment Review Process.
- Review and advise on corporate actions ie looking at open offers and rights issues. Instruct the Corporate Actions team accordingly.
- Provide analytics for the IM team, including performance, asset allocation reports and capital gains.
- Ensures that all current/new client account data is complete, up-to-date and accurate at all times.
- Produce reports and presentations for existing and prospective clients.
- Dealing with client’s correspondence and queries.
- Monitoring portfolios content and performance for Investment Managers.
- Preparing and collating research and stock recommendations for the Investment Managers including purchase and sale paragraphs.
- Attend client meetings with Investment Partners/Investment Managers where appropriate, with all review meetings and reports scheduled, produced to a high standard and delivered on time.
- Attendance of seminars and functions as required.
Your profile
Key Skills and Technical Requirements:
- Acts at all times in a professional manner.
- Strong interpersonal skills; ability to build relationships with different teams.
- This role is open to those who have previously worked in a Front Office environment in a similar role.
- Preferably hold a minimum of Level 4 qualification e.g. Investment Advice Diploma (IAD).
- Readily assists the team and the Firm in achieving its objectives.
- Good working knowledge of the Microsoft Suite of Products.
- Undertakes sufficient professional development for the role including CPD (log to be maintained).
- Keeps abreast of all relevant developments in the financial services industry and any regulatory changes which may affect the team.
- Generates new ideas/initiatives to help promote firm to potential clients.
- Keeps accurate client records and ensures these are held in the appropriate format on the relevant database.
- Takes initiative for their own work within an understood framework of scope and authority.
- Deals with all matters promptly, professionally and effectively without being reminded.
- Uses approved AI and digital tools appropriately to enhance productivity and quality of output, in line with firm policies, data protection, and compliance requirements.
- Excellent verbal and written communication skills.
- Undertakes other tasks or specific project work as and when requested by the Investment Managers.
- Adhere to all company-wide policies, procedures and compliance requirements.
- Makes effective use of time in order to carry out tasks to the appropriate standard.
- Readily assists the team and the Firm in achieving its objectives.
Interested in the role? Complete the online application. We look forward to getting to know you.
Discover more about LGT Wealth Management.
Employee Value Proposition: A place for people from all walks of life: our unique culture and values are what make our company stand out from other firms. At LGT, we offer more than investment expertise - we bring a legacy of trust and long-term thinking shaped by the values of the Princely Family of Liechtenstein.
Trainee Investment Manager: Client-Focused Support in Birmingham employer: LGT Vestra LLP
LGT Wealth Management UK LLP is an exceptional employer that prioritises a client-first approach while fostering a culture of respect, integrity, and entrepreneurship. With a commitment to employee growth and development, we offer a dynamic work environment in London and other key locations, providing opportunities for meaningful contributions and professional advancement. Our unique heritage and values, combined with a focus on collaboration and innovation, make us an attractive choice for those seeking a rewarding career in wealth management.
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Investment Manager: Client-Focused Support in Birmingham
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect with potential colleagues on LinkedIn. 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 and understanding their client-first approach. Be ready to discuss how your skills align with their values and how you can contribute to their mission of creating long-term value.
✨Tip Number 3
Practice your pitch! You want to be able to clearly articulate why you're the perfect fit for the Trainee Investment Manager role. Highlight your interpersonal skills and any relevant experience that shows you can build strong relationships with clients.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re genuinely interested in joining the team at LGT Wealth Management.
We think you need these skills to ace Trainee Investment Manager: Client-Focused Support in Birmingham
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight how your skills and experiences align with the Trainee Investment Manager role. We want to see how you can contribute to our client-focused approach!
Showcase Your Interpersonal Skills:Since this role involves regular contact with clients, it's essential to demonstrate your strong interpersonal skills. Share examples of how you've built relationships in previous roles or during your studies.
Be Professional and Precise:Your written application should reflect professionalism and attention to detail. Ensure there are no typos or grammatical errors, as this shows us you care about quality and accuracy—key traits for the role!
Apply Through Our Website:We encourage you to apply directly through our website. This way, you’ll ensure your application reaches us promptly and you’ll get a feel for our online presence and values!
How to prepare for a job interview at LGT Vestra LLP
✨Know Your Stuff
Before the interview, make sure you brush up on your knowledge of wealth management and investment strategies. Familiarise yourself with LGT Wealth Management's approach and values, as well as current market trends. This will show that you're genuinely interested in the role and can engage in meaningful discussions.
✨Showcase Your Interpersonal Skills
Since this role involves regular client contact, it's crucial to demonstrate your strong interpersonal skills. Prepare examples of how you've built relationships in previous roles or during your studies. Be ready to discuss how you handle client queries and maintain professionalism under pressure.
✨Be Organised and Detail-Oriented
The job requires a lot of administrative tasks, so highlight your organisational skills. Bring along any relevant documents or reports you've prepared in the past. Discuss how you ensure accuracy and timeliness in your work, as this is key to providing first-class service to clients.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! This shows your enthusiasm for the role and helps you understand the company better. Consider asking about the team dynamics, opportunities for professional development, or how they measure success in the Trainee Investment Manager role.
