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- Tasks: Support Investment Managers with client interactions and administrative tasks for top-notch service.
- Company: Join LGT Wealth Management, a prestigious firm owned by the Princely Family of Liechtenstein.
- Benefits: Enjoy a collaborative culture, professional growth opportunities, and a chance to work with high-net-worth clients.
- Why this job: Be part of a dynamic team focused on personalised wealth management and client satisfaction.
- Qualifications: Strong communication skills and a proactive attitude are essential; financial knowledge is a plus.
- Other info: This role offers exposure to the financial services industry and opportunities for career advancement.
The predicted salary is between 24000 - 36000 £ 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 team’s primary goal is to help HNW / UHNW clients enhance their wealth, building lasting partnerships built on trust and transparency. We are involved in a broad range of activities including Investments, Strategy and Planning / Structuring, and work with a diverse range of clients, including individuals, trustees, and corporate entities.
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.
- Review and advise on corporate actions, instructing 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.
- Deal with client’s correspondence and queries.
- Monitor portfolios content and performance for Investment Partners/Investment Managers.
- Prepare and collate research and stock recommendations for the Investment Partners/Investment Managers.
- Attend client meetings with Investment Partners/Investment Managers where appropriate.
- Monitor external custodians for accuracy and timeliness of processing.
Your profile Key Skills and Technical Requirements:
- Keep abreast of all relevant developments in the financial services industry and any regulatory changes.
- Generate new ideas/initiatives to help promote the firm to potential clients.
- Keep accurate client records and ensure these are held in the appropriate format.
- Take initiative for their own work within an understood framework of scope and authority.
- Act at all times in a professional manner.
- Excellent verbal and written communication skills.
- Adhere to all company-wide policies, procedures and compliance requirements.
- Readily assist the team and the Firm in achieving its objectives.
Other Skills and Attributes: Conduct 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.
Trainee Investment Manager employer: LGT Vestra LLP
Contact Detail:
LGT Vestra LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Investment Manager
✨Tip Number 1
Familiarise yourself with the latest trends in wealth management and investment strategies. This knowledge will not only help you during interviews but also demonstrate your genuine interest in the field.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who work in wealth management. Attend relevant seminars or webinars to make connections and learn more about the role.
✨Tip Number 3
Prepare to discuss how you can contribute to the firm's core values of integrity, respect, and entrepreneurship. Think of examples from your past experiences that align with these values.
✨Tip Number 4
Be ready to showcase your organisational skills and attention to detail. Consider preparing a brief case study or example of how you've successfully managed client-related tasks in previous roles.
We think you need these skills to ace Trainee Investment Manager
Some tips for your application 🫡
Understand the Company: Before applying, take some time to understand LGT Wealth Management's values and mission. Familiarise yourself with their approach to wealth management and how they prioritise client relationships. This knowledge will help you tailor your application.
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the role of Trainee Investment Manager. Emphasise your organisational abilities, communication skills, and any experience in financial services or client management.
Craft a Compelling Cover Letter: Your cover letter should reflect your enthusiasm for the role and the company. Discuss why you are interested in wealth management and how your background makes you a suitable candidate. Be sure to mention specific skills that relate to the responsibilities outlined in the job description.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the financial services industry.
How to prepare for a job interview at LGT Vestra LLP
✨Research the Company
Before your interview, make sure to thoroughly research LGT Wealth Management. Understand their values, mission, and the services they offer. This will help you tailor your answers and show genuine interest in the company.
✨Prepare for Technical Questions
As a Trainee Investment Manager, you may be asked technical questions related to investments, asset allocation, and financial regulations. Brush up on your knowledge in these areas and be ready to discuss recent developments in the financial services industry.
✨Demonstrate Communication Skills
Excellent verbal and written communication skills are crucial for this role. Practice articulating your thoughts clearly and concisely. You might also want to prepare examples of how you've effectively communicated in past experiences.
✨Show Initiative and Problem-Solving Skills
During the interview, highlight instances where you've taken initiative or solved problems effectively. This aligns with the company's value of entrepreneurship and will demonstrate your ability to contribute positively to the team.
