Investment Onboarding Specialist

Investment Onboarding Specialist

Full-Time On-site
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LGT Wealth Management Jersey Ltd. is seeking a front office onboarding coordinator to support client onboarding, IPS preparation and liaison with intermediaries across our UK and Jersey operations.

The role involves processing opening packs, coordinating with Investment Managers, and ensuring timely transfers and documentation. You will work with the Head of Front Office and support teams, applying AML and regulatory knowledge and using Figaro and Agiloft to maintain accurate client data and

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Contact Details:

LGT Wealth Management Jersey Ltd. Recruitment Team