At a Glance
- Tasks: Support Investment Managers and Partners in delivering top-notch client service and managing portfolios.
- Company: Join LGT Wealth Management, a trusted name in bespoke wealth management.
- Benefits: Gain valuable experience, develop skills, and work in a supportive environment.
- Other info: Dynamic workplace with opportunities for growth and professional development.
- Why this job: Be part of a team that values integrity and innovation while helping clients enhance their wealth.
- Qualifications: Strong communication skills and a proactive attitude towards learning.
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 was to offer a fresh approach to wealth management. Our head office is based in London; however, we have 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 UHNW 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 and administrative support to Investment Partners and Investment Managers 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.
- Act as the liaison with the Dealers and Back Office on the settlement of deals and keep the team abreast of any irregularities.
- Maintain client lists and information including spreadsheets/databases as required including Bloomberg sheets.
- Review and advise on corporate actions, i.e., looking at open offers and rights issues. Instruct the Corporate Actions team accordingly.
- Provide all analytics for the 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.
- Responsible for the production of reports and presentations for existing and prospective clients including the collating and distribution of valuations and end of year packs.
- Deal with client’s correspondence and queries.
- Monitor portfolios content and performance for Investment Partners/Investment Managers.
- 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.
- Ensure all prospects are stored on the relevant database and all client correspondence on file.
- Prepare and collate research and stock recommendations for the Investment Partners/Investment Managers including purchase and sale paragraphs.
- May attend client meetings with Investment Partners/Investment Managers where appropriate, with all review meetings and reports scheduled, produced to a high standard and delivered on time.
- Attendance of seminars and functions as required.
- Monitor external custodians for accuracy and timeliness of processing.
Your profile
Key Skills and Technical Requirements:
- Keeps abreast of all relevant developments in the financial services industry and any regulatory changes which may affect the team.
- Generates new ideas/initiatives to help promote the firm to potential clients.
- Keeps accurate client records and ensures these are held in the appropriate format on the relevant database.
- Takes initiative for their own work within an understood framework of scope and authority.
- Acts at all times in a professional manner.
- Deals with all matters promptly, professionally and effectively without being reminded.
- Uses approved AI and digital tools appropriately to enhance productivity and quality of output, in line with firm policies, data protection, and compliance requirements.
- Excellent verbal and written communication skills.
- Undertakes other tasks or specific project work as and when requested by the Investment Managers.
- Adhere to all company-wide policies, procedures and compliance requirements.
- Makes effective use of time in order to carry out tasks to the appropriate standard.
- Readily assists the team and the Firm in achieving its objectives.
Other Skills and Attributes:
- Conducts role in accordance with LGT’s procedures, within individual authorisation levels and in a compliant manner.
Interested in the role? Complete the online application. We look forward to getting to know you.
Discover more about LGT Wealth Management.
A place for people from all walks of life: our unique culture and values are what make our company stand out from other firms.
At LGT, we offer more than investment expertise - we bring a legacy of trust and long-term thinking shaped by the values of the Princely Family of Liechtenstein.
Trainee Investment Manager 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 to our UHNW clients' wealth management needs. Our unique legacy, backed by the Princely Family of Liechtenstein, ensures a supportive atmosphere where innovative ideas are encouraged and valued.
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Investment Manager
✨Tip Number 1
Network like a pro! Get out there and connect with people in the investment management field. Attend industry events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching LGT Wealth Management thoroughly. Understand their values, mission, and the services they offer. This will not only help you answer questions confidently but also show that you’re genuinely interested in being part of their team.
✨Tip Number 3
Practice your pitch! Be ready to explain why you’re the perfect fit for the Trainee Investment Manager role. Highlight your skills, experiences, and how they align with LGT’s client-first approach. Keep it concise and engaging!
✨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 serious about joining LGT Wealth Management. So, get that application in and let’s make it happen!
We think you need these skills to ace Trainee Investment Manager
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Trainee Investment Manager role. Highlight your relevant skills and experiences that align with our mission of providing a transparent service and client-first approach.
Showcase Your Communication Skills:Since excellent verbal and written communication skills are key for this role, don’t shy away from demonstrating these in your application. Use clear, concise language and make sure your documents are well-structured and free of errors.
Highlight Your Initiative:We love candidates who take initiative! Share examples of how you've proactively tackled challenges or generated new ideas in previous roles. This shows us you’re ready to contribute to our culture of entrepreneurship.
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 role. We can’t wait to see what you bring to the table!
How to prepare for a job interview at LGT Vestra LLP
✨Know Your Stuff
Make sure you brush up on the latest trends in wealth management and investment strategies. Familiarise yourself with LGT Wealth Management's approach and values, especially their focus on client-first service. This will show that you're genuinely interested and prepared.
✨Showcase Your Skills
Be ready to discuss your organisational and analytical skills. Prepare examples of how you've managed data or reports in the past, as this role involves maintaining client lists and producing presentations. Highlight any experience with financial tools or databases, like Bloomberg.
✨Ask Smart Questions
Prepare thoughtful questions about the team dynamics and the specific challenges they face in managing UHNW clients. This not only shows your interest but also your understanding of the role's demands. It’s a great way to demonstrate your initiative and eagerness to contribute.
✨Exude Professionalism
From your attire to your communication style, professionalism is key. Remember, you'll be dealing with high-net-worth clients, so practice your verbal and written communication skills. Make sure you convey confidence and integrity throughout the interview.
