At a Glance
- Tasks: Support the Portfolio Management team and assist with client interactions and reporting.
- Company: Join a prestigious wealth management firm owned by the Princely Family of Liechtenstein.
- Benefits: Gain valuable experience in finance, competitive salary, and opportunities for professional growth.
- Other info: Work in a collaborative environment with excellent career advancement potential.
- Why this job: Be part of a dynamic team that values integrity and innovation in wealth management.
- Qualifications: Strong organisational skills and a passion for finance are essential.
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 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 in a 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, i.e., 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.
Trainee Investment Manager in Edinburgh employer: LGT Vestra LLP
LGT Wealth Management UK LLP is an exceptional employer, offering a dynamic work environment in the heart of London, where innovation and client-centric values thrive. With a strong commitment to employee development, we provide ample opportunities for growth and learning within the wealth management sector, all while fostering a culture of respect, integrity, and entrepreneurship. Join us to be part of a team that prioritises long-term value creation and delivers bespoke services to our clients, making a meaningful impact in their financial journeys.
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Investment Manager in Edinburgh
✨Tip Number 1
Network like a pro! Reach out to professionals in the investment management field on LinkedIn or at industry events. A friendly chat can lead to valuable insights and even job leads.
✨Tip Number 2
Prepare for interviews by researching LGT Wealth Management thoroughly. Understand their values and services, and think about how you can contribute to their mission of providing bespoke wealth management.
✨Tip Number 3
Practice your pitch! Be ready to explain why you're passionate about investment management and how your skills align with the role of a Trainee Investment Manager. Confidence is key!
✨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 Trainee Investment Manager in Edinburgh
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Trainee Investment Manager role. Highlight relevant experience and skills that align with our mission of providing a bespoke service. We want to see how you can contribute to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about wealth management and how your values align with ours. Remember, we love integrity and entrepreneurship, so let that come through in your writing.
Showcase Your Attention to Detail:In this role, accuracy is key. Make sure your application is free from typos and errors. A well-organised application reflects your ability to handle administrative tasks efficiently, which is crucial for us at LGT Wealth Management.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows initiative, which we really appreciate!
How to prepare for a job interview at LGT Vestra LLP
✨Know Your Stuff
Make sure you brush up on your knowledge of investment management and the specific services offered by LGT Wealth Management. Familiarise yourself with their approach to wealth management and be ready to discuss how you can contribute to their mission of creating long-term value.
✨Showcase Your Skills
Prepare examples from your past experiences that demonstrate your organisational skills, attention to detail, and ability to work under pressure. Highlight any relevant coursework or projects that align with the responsibilities of a Trainee Investment Manager.
✨Ask Thoughtful Questions
Come prepared with insightful questions about the company culture, team dynamics, and the specific challenges faced by the Portfolio Management team. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
✨Emphasise Core Values
LGT Wealth Management values integrity, respect, and entrepreneurship. Be sure to weave these values into your responses during the interview, demonstrating how you embody them in your work ethic and interactions with clients.
