LGT Wealth Management UK LLP is seeking an Investment Assistant to support the client handling process and investment operations from its Leeds presence. You will help open accounts, prepare statements, and keep client records up to date.
You will liaise with clients, advisers, and custodians, supporting portfolio administration and reporting. A strong eye for detail and proactive teamwork are essential for success.
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Client-Focused Wealth Investment Assistant in Leeds employer: LGT Wealth Management UK LLP
LGT Wealth Management UK LLP is an exceptional employer that fosters a dynamic and supportive work culture, ideal for those looking to grow in the tech and service sectors. With a focus on employee development, you will have access to training opportunities and mentorship while working in a vibrant London office that encourages collaboration and innovation. Join us to be part of a team that values your contributions and offers a rewarding career path in the financial services industry.
Contact Details:
LGT Wealth Management UK LLP Recruitment Team
