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- Tasks: Support the development of wealth management propositions and collaborate with key stakeholders.
- Company: Join LGT Wealth Management, a leading firm owned by the Princely Family of Liechtenstein.
- Benefits: Enjoy a dynamic work environment with opportunities for growth and learning.
- Why this job: Be part of a mission-driven team focused on client-first solutions and innovative ideas.
- Qualifications: Ideal for those with a background in investment management and strong analytical skills.
- Other info: This is a 6-month fixed-term contract based in Edinburgh.
The predicted salary is between 36000 - 60000 £ per year.
Proposition Analyst – 6 month FTC Edinburgh (GB)
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. When we set up LGT Wealth Management in 2008, our aim was to offer a fresh approach to wealth management. Alongside the LLP we also have two other entities which focus on US and Jersey based clients. Our head office is based in London however we have a presence in Edinburgh, Jersey, Leeds, Birmingham and Bristol. The plan was simple: put our clients first by providing a transparent service, designed around what is right for each of them. By drawing together in-depth knowledge and experience from across the industry, we provide a flexible, bespoke service adapted to each of our clients’ needs.
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. As our brand recognition grows, we are fast becoming an employer of choice in our sector. We have over £29 billion in funds under management and circa 700 staff.
Business Unit:
We provide investment management and financial planning services to a wide range of Private Clients, Charities and institutional investors, both direct and via Financial Advisers, across the globe for a fair price.
We define, develop and manage proposition in line with the wider business plan. This encompasses the full proposition lifecycle: idea generation, market and client research, design, internal governance and approvals, input to marketing and distribution activity through to ongoing management.
The team ensures a strong commercial focus underpins all proposition activity. We work across a wide range of business areas including: front office, legal, compliance & risk, client service, investments, finance, business development and change.
Brief Role Objective:
The Proposition Analyst supports the management and development of the LGT Wealth Management proposition. Specifically it is their role to support the team with the creation of the components and service proposition that enable the Front Office and Business Development teams to effectively serve distribution channels, client types and geographic regions.
Key Responsibilities:
- Supports the team with the definition and delivery of all proposition work, working closely with the Head of Proposition and key stakeholders within LGT Wealth Management.
- Ensures a strong commercial focus underpins all proposition activity.
- Ensures all activities are aligned with the LGT Wealth Management strategy.
- Helps respond to client and distribution feedback via the Front Office and Business Development teams to ensure the design and ongoing management of the Discretionary proposition.
- Supports in resolving proposition issues and escalating more significant issues to the Head of Proposition with a view on appropriate courses of action, having taken input from the relevant subject matter experts.
- Helps ensure new propositions are developed following appropriate processes and the required governance routes. This includes representing at the required governance committees.
- Operational and regulatory risks in relation to the proposition are actively managed on an on-going basis; this includes regular proposition reviews.
- Good industry knowledge, demonstrating an understanding of competitor propositions and trends influencing the future direction of the industry.
- Part of the LGT Wealth Management Proposition team.
- Reports to the Head of Proposition Management & Development.
- Expected to support the team on new proposition developments and changes to existing propositions and deliver to time cost and quality. This includes completing the required level of governance and providing technical input into the proposition.
- Support the management of the existing proposition including compliance with the FCA Consumer Duty.
- Able to represent on projects which have an impact on the proposition.
- Able to liaise independently and confidently with key stakeholders across LGT Wealth Management and LGT Group as required.
Your profile
- Good understanding of investment management and/or investment management environments an advantage.
- Specific experience of supporting the management and development of propositions.
- Experience of working with Front Office professionals an advantage.
- Proven track record in a proposition or product development role.
- Experience of delivering within a change / project environment.
- Ability to influence at all levels and across functions to gain Executive support.
- Good organisational skills.
- Strong attention to detail and good analytical skills.
- Regulatory knowledge from both a product and private client perspective. Specific knowledge of the FCA Consumer Duty would be an advantage.
- Self-motivated and committed to meeting the needs of clients.
- Flexible; can handle a balance of tactical activities and more strategic priorities and reacts positively to change.
- Cross-functional appreciation and ability to work with a wide range of teams and individuals.
Interested in the role? Complete the online application. We look forward to getting to know you.
Discover more about LGT Wealth Management
A message from our CEO
Ben Snee, Chief Executive Officer welcomes you to LGT Wealth Management. Hear more about our commitment to sustainability and what makes LGT a great place to work.
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Proposition Analyst – 6 month FTC employer: LGT Vestra LLP
Contact Detail:
LGT Vestra LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Proposition Analyst – 6 month FTC
✨Tip Number 1
Familiarise yourself with LGT Wealth Management's core values and mission. Understanding their focus on client-centric services and long-term value creation will help you align your responses during interviews and discussions.
✨Tip Number 2
Research the current trends in investment management and the specific propositions offered by LGT. Being able to discuss these insights will demonstrate your industry knowledge and show that you're proactive about understanding their business.
✨Tip Number 3
Network with professionals in the wealth management sector, especially those who have experience in proposition development. This can provide you with valuable insights and potentially lead to referrals or recommendations.
✨Tip Number 4
Prepare to discuss your experience with cross-functional teams and how you've influenced stakeholders in previous roles. Highlighting your ability to work collaboratively will resonate well with LGT's emphasis on teamwork and communication.
We think you need these skills to ace Proposition Analyst – 6 month FTC
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Proposition Analyst position. Tailor your application to highlight relevant experience in investment management and proposition development.
Craft a Tailored CV: Your CV should reflect your specific skills and experiences that align with the job description. Emphasise your analytical skills, attention to detail, and any relevant experience working with Front Office professionals.
Write a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your values align with LGT Wealth Management's core values such as integrity and entrepreneurship, and provide examples of how you've demonstrated these in your previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the Proposition Analyst role.
How to prepare for a job interview at LGT Vestra LLP
✨Understand the Proposition Lifecycle
Make sure you have a solid grasp of the full proposition lifecycle, from idea generation to ongoing management. Be prepared to discuss how your experience aligns with these stages and how you can contribute to each part.
✨Showcase Your Analytical Skills
As a Proposition Analyst, strong analytical skills are crucial. Be ready to provide examples of how you've used data to inform decisions or improve propositions in previous roles.
✨Demonstrate Industry Knowledge
Familiarise yourself with current trends in investment management and competitor propositions. Showing that you understand the market landscape will impress interviewers and demonstrate your commitment to the role.
✨Prepare for Cross-Functional Collaboration
Since the role involves liaising with various teams, think of examples where you've successfully worked across functions. Highlight your ability to influence stakeholders and manage relationships effectively.
