Investment Management Trainee - Client Reporting & Support

Investment Management Trainee - Client Reporting & Support

Trainee No working from home possible
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LGT Wealth Management UK LLP is seeking a skilled candidate to provide administrative and operational support to Investment Partners and Managers. The role involves ensuring that tasks related to clients and third-party advisers are completed accurately and efficiently.

Responsibilities include liaising with various stakeholders, maintaining client information, assisting in investment research, and handling client correspondence. A good understanding of the Microsoft Office suite, experience in a Front Office environment, and excellent communication skills are essential.

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Contact Details:

LGT Wealth Management UK LLP Recruitment Team