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: Competitive salary, professional development, and a supportive work environment.
- Other info: Dynamic team with opportunities for growth and innovation in financial services.
- Why this job: Be part of a client-first approach and make a real impact in wealth management.
- 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, and our culture encourages individuals to generate, develop, and implement ideas which will strengthen our business. Our core values are belonging, respect, integrity, conviction, and entrepreneurship.
The teams’ primary goal is to help Intermediary and Private clients enhance their wealth through 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.
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.
- 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, instructing the Corporate Actions team accordingly.
- Provide analytics for the IM team, including performance, asset allocation reports and capital gains.
- Ensure 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.
- Deal with client’s correspondence and queries.
- Monitor portfolios content and performance for Investment Managers.
- Prepare and collate research and stock recommendations for the Investment Managers.
- Attend client meetings with Investment Partners/Investment Managers where appropriate.
- Attend seminars and functions as required.
Your profile:
- 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).
- Good working knowledge of the Microsoft Suite of Products.
- Excellent verbal and written communication skills.
- Adhere to all company-wide policies, procedures and compliance requirements.
- Generates new ideas/initiatives to help promote the firm to potential clients.
- Takes initiative for their own work within an understood framework of scope and authority.
- Uses approved AI and digital tools appropriately to enhance productivity and quality of output.
Interested in the role? Complete the online application. We look forward to getting to know you.
Trainee Investment Manager: Client-Focused Support in Leeds employer: LGT Vestra LLP
LGT Wealth Management UK LLP is an exceptional employer that prioritises a client-first approach while fostering a culture of integrity, respect, 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 collaborative atmosphere, make us a sought-after choice for those looking to thrive in the wealth management sector.
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Investment Manager: Client-Focused Support in Leeds
✨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 the company and its culture. Understand their client-first approach and think about how your skills align with their values. This will help you stand out as someone who truly gets what they’re about.
✨Tip Number 3
Practice your pitch! Be ready to explain why you’re the perfect fit for the Trainee Investment Manager role. Highlight your interpersonal skills and any relevant experience that shows you can support clients effectively.
✨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 our team at LGT Wealth Management.
We think you need these skills to ace Trainee Investment Manager: Client-Focused Support in Leeds
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 submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the position. We can’t wait to hear from you!
How to prepare for a job interview at LGT Vestra LLP
✨Know Your Stuff
Make sure you brush up on your knowledge of wealth management and investment strategies. Familiarise yourself with the latest trends in the financial services industry, as well as any regulatory changes that might affect the role. This will show that you're proactive and genuinely interested in the field.
✨Showcase Your Interpersonal Skills
Since this role involves regular client contact, it's crucial to demonstrate your strong interpersonal skills during the interview. Be prepared to share examples of how you've built relationships in previous roles, and think about how you can convey your ability to communicate effectively with clients and colleagues alike.
✨Prepare for Client Scenarios
Anticipate questions related to client interactions and how you would handle specific scenarios. Think about how you would approach client queries or manage reporting requirements. Practising these responses will help you feel more confident and ready to impress.
✨Be Ready to Discuss Your Initiative
The company values individuals who take initiative and generate new ideas. Be prepared to discuss any past experiences where you've contributed to team objectives or suggested improvements. This will highlight your entrepreneurial spirit and alignment with their core values.
