At a Glance
- Tasks: Support the Portfolio Management team and assist with client interactions and reporting.
- Company: Join LGT Wealth Management, a leading firm owned by the Princely Family of Liechtenstein.
- Benefits: Gain valuable experience in wealth management with a focus on client service and support.
- Other info: Opportunity to grow within a respected firm with a collaborative culture.
- Why this job: Be part of a dynamic team that prioritises client needs and fosters innovative ideas.
- Qualifications: Strong organisational skills and a passion for finance and client relations.
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. We have over £29 billion in funds under management and circa 700 staff.
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 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.
Trainee Investment Manager: Client-Focused Support in Edinburgh employer: LGT Vestra LLP
LGT Wealth Management UK LLP is an exceptional employer that prioritises client-centric values and fosters a culture of respect, integrity, and entrepreneurship. With a commitment to employee growth, we offer comprehensive training and development opportunities within our dynamic London office, alongside a supportive environment that encourages innovative thinking. Join us to be part of a rapidly growing firm that not only manages over £29 billion in assets but also values the contributions of its staff, making it a rewarding place to build your career in wealth management.
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Investment Manager: Client-Focused Support in Edinburgh
✨Tip Number 1
Network like a pro! Reach out to people in the investment management field, especially those connected to LGT Wealth Management. Attend industry events or webinars and don’t be shy about introducing yourself – you never know who might help you land that dream role!
✨Tip Number 2
Prepare for interviews by researching LGT’s values and recent projects. Show us that you understand their client-first approach and how you can contribute to their mission. Tailor your responses to reflect their culture of integrity and entrepreneurship.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your answers and boost your confidence. Focus on articulating how your skills align with the responsibilities of the Trainee Investment Manager role.
✨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 your enthusiasm for joining our team at LGT Wealth Management. Let’s get you started on this exciting journey!
We think you need these skills to ace Trainee Investment Manager: Client-Focused Support in Edinburgh
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Trainee Investment Manager role. Highlight any relevant coursework, internships, or projects that showcase your client-focused support abilities.
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 you can contribute to our mission of putting clients first. Be genuine and let your personality come through.
Showcase Your Attention to Detail:In this role, accuracy is key. Make sure your application is free from typos and errors. Double-check everything before hitting send – it shows us you care about quality and professionalism.
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’s super easy to do!
How to prepare for a job interview at LGT Vestra LLP
✨Know Your Stuff
Make sure you understand the basics of wealth management and investment strategies. Brush up on key concepts like asset allocation, corporate actions, and performance analytics. This will not only help you answer questions confidently but also show your genuine interest in the role.
✨Showcase Your Client-Focused Mindset
Since the role is all about client support, think of examples from your past experiences where you put clients first. Be ready to discuss how you handled client inquiries or provided exceptional service. This will demonstrate that you align with their core values of integrity and respect.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the team dynamics, the company culture, and how they measure success in this role. This shows that you’re not just interested in the job, but also in how you can contribute to their mission of creating long-term value.
✨Practice Makes Perfect
Conduct mock interviews with friends or family to get comfortable with common interview questions. Focus on articulating your thoughts clearly and concisely. The more you practice, the more confident you'll feel when it’s time for the real deal!
