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 commitment to integrity and excellence.
- 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.
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.
- Execute required dealing activity to implement strategic and tactical asset allocation decisions in client portfolios where necessary.
- 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, such as open offers and rights issues, and 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 London 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 emphasis on professional development, employees are encouraged to grow their skills and contribute ideas that enhance our bespoke wealth management services. Our culture of integrity, respect, and entrepreneurship not only fosters a supportive atmosphere but also positions us as a leading choice for those seeking meaningful careers in finance.
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Investment Manager: Client-Focused Support in London
✨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 have a lead on your dream job!
✨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. Practise common interview questions and think of examples from your experience that highlight your skills.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. Mention something specific from your conversation to remind them of your fit for the Trainee Investment Manager position.
✨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 being part of the LGT team. Keep an eye on new openings and get your applications in early!
We think you need these skills to ace Trainee Investment Manager: Client-Focused Support in London
Some tips for your application 🫡
Show Your Passion for Wealth Management:When writing your application, let us see your enthusiasm for the wealth management sector. Share any relevant experiences or interests that highlight your commitment to client-focused support and investment management.
Tailor Your CV and Cover Letter:Make sure to customise your CV and cover letter for this role. Highlight your skills and experiences that align with the responsibilities mentioned in the job description, especially those related to client interaction and administrative tasks.
Be Clear and Concise:We appreciate clarity! Keep your application straightforward and to the point. Use bullet points where necessary to make it easy for us to read through your qualifications and experiences.
Apply Through Our Website:Don’t forget 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 Trainee Investment Manager 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 understand the basics of wealth management and investment strategies. Brush up on key concepts like asset allocation, corporate actions, and client reporting. 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 providing first-class service to clients, think of examples from your past experiences where you went above and beyond for a client or team member. Be ready to discuss how you can contribute to LGT's mission of putting clients first.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, and how success is measured in the role. This shows that you're not just interested in the job, but also in how you can fit into their vision.
✨Demonstrate Team Spirit
LGT values collaboration and integrity, so be prepared to talk about your experience working in teams. Share specific instances where you contributed to a team's success or helped resolve conflicts, highlighting your ability to work well with others.
