At a Glance
- Tasks: Support Investment Managers with client relations, reporting, and operational tasks.
- Company: Join a leading wealth management firm focused on client success.
- Benefits: Gain valuable experience, professional development, and a supportive team environment.
- Other info: Opportunity for growth and to work with industry professionals.
- Why this job: Kickstart your career in finance while making a real impact on client services.
- Qualifications: Basic knowledge of Microsoft Office; AI experience is a plus.
The predicted salary is between 30000 - 40000 £ per year.
To provide general, administrative and operational support to Investment Partners and Investment Managers to ensure that clients and third party advisers receive first class service. Responsible for ensuring that administrative, organisational and client related tasks are completed accurately, efficiently and in a timely manner. Will have regular contact with third party advisers, dealing with their enquiries and providing support at client and adviser meetings where appropriate.
Key Responsibilities
- Assist the team with all aspects of client and adviser 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 well as supporting the Investment Manager and Partner with the preparation of book‑wide trading.
- 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 all current/new client account data is complete, up‑to‑date and accurate at all times.
- Produce reports and presentations for existing and prospective clients including the collating and distribution of valuations and end‑of‑year packs.
- Deal with client and adviser correspondence and queries.
- Monitor portfolios in terms of content and performance for Investment Partners/Investment Managers.
- Assure all prospects are stored on the relevant database and all client correspondence on file.
- Assist the Investment Manager and Partner with investment research and assessment.
- 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.
- Attend seminars and functions as required.
- Monitor external custodians for accuracy and timeliness of processing.
- Maintain effective working relationships with key external contacts, including private clients, third party advisers, intermediaries and external asset managers.
Requirements
- Good working knowledge of the Microsoft Office suite of products.
- Some experience of working with AI systems (e.g. ChatGPT, Claude etc.) would be beneficial although not necessary.
- Previous work experience in a Front Office environment in a Trainee Investment Manager position, ideally within Wealth Management, would be beneficial although not necessary.
- Investment Diploma Advice (IAD) is advantageous, with a willingness to proactively work towards professional qualifications in line with internal requirements.
- Undertakes sufficient professional development for the role including CPD (log to be maintained).
- Keeps abreast of relevant developments in the financial services industry and regulatory changes which may affect the team.
- Generates new ideas/initiatives to help promote firm to potential clients.
- Maintains 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.
- Conducts role in accordance with LGT’s procedures, within individual authorisation levels and in a compliant manner.
- Readily assists the team and the Firm in achieving its objectives.
- Undertakes other tasks or specific project work as and when requested by the Investment Managers.
- Makes effective use of time to carry out tasks to the appropriate standard.
- Adheres to all company-wide policies, procedures and compliance requirements.
- Excellent verbal and written communication skills.
- Good attention to detail.
For any further information please do not hesitate to contact Human Resources at LGT Wealth Management UK LLP.
Trainee Investment Manager in London employer: LGT Wealth Management UK LLP
At LGT Wealth Management UK LLP, we pride ourselves on fostering a dynamic and supportive work environment where Trainee Investment Managers can thrive. Our commitment to employee growth is evident through ongoing professional development opportunities, including support for obtaining relevant qualifications. Located in the heart of the financial district, we offer a collaborative culture that values innovation and excellence, ensuring that our team members are equipped to provide exceptional service to clients and advisers alike.
Contact Details:
LGT Wealth Management UK LLP Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Investment Manager in London
✨Get Involved in Investment Communities
Join local investment clubs or online forums focused on asset management. Engaging with these communities can give you insights into the industry and might even open doors for referrals when companies like LGT Wealth Management UK LLP are looking for trainees.
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✨Tailor Your Approach When Applying
When applying for the trainee position at LGT Wealth Management UK LLP, make sure you highlight any relevant coursework or projects related to investment and asset management. This shows your genuine interest and readiness to step into a role that could jumpstart your career.
We think you need these skills to ace Trainee Investment Manager in London
Some tips for your application 🫡
Show Off Your Analytical Skills:In investment and asset management, hiring managers love to see strong analytical skills. When crafting your CV, make sure to highlight any relevant coursework, projects, or internship experiences where you demonstrated your ability to analyse data or contribute to investment strategies. Use specific examples to showcase your analytical thought process and quantitative skills.
Quantify Your Achievements:In this field, numbers speak louder than words. When listing your past experiences, try to quantify your achievements. For instance, mention the percentage by which you improved a project's outcome or how you contributed to a team achieving specific goals. This gives potential employers a clearer picture of your impact and capabilities.
Tailor Your Cover Letter for Learning Potential:As a trainee, the emphasis should be on your motivation to learn and grow in the investment-asset-management field. In your cover letter, express why you are excited about joining LGT Wealth Management UK LLP specifically, and discuss how this role aligns with your career aspirations. Show that you’re eager to soak up knowledge and contribute positively to the team.
Polish Your CV with Relevant Coursework:Don’t forget to include relevant coursework and any finance or investment certifications you've completed on your CV. This is especially important for a trainee position as it showcases your foundational knowledge in the field. Make sure to highlight any projects or case studies that are applicable, so LGT Wealth Management UK LLP can see you’ve got the basics down!
How to prepare for a job interview at LGT Wealth Management UK LLP
✨Brush Up on Financial Modelling
In investment asset management, having a firm grasp of financial modelling is crucial. Before your interview with LGT Wealth Management UK LLP, make sure you can confidently discuss your understanding of key financial concepts and perhaps even run through a basic model or two. Being able to showcase your analytical skills will definitely impress them!
✨Study Current Market Trends
Make sure to stay updated on current market trends and economic news. During your trainee interview, you might be asked about how these trends can affect investments. Being well-versed in recent events not only shows your interest in the field but also prepares you to discuss relevant case studies or examples when asked.
✨Show Your Willingness to Learn
As a trainee, what they're really looking for is your potential to grow in the role. Be ready to talk about your eagerness to learn and adapt. Share examples from your studies or any relevant experience that highlight your commitment to becoming a knowledgeable professional in asset management.
✨Have Clear Questions Prepared
Towards the end of the interview at LGT Wealth Management UK LLP, you'll likely have a chance to ask questions. Prepare thoughtful queries about their training process or the types of projects you'll be involved in. This not only shows your interest but also gives you insight into what your day-to-day will look like in this trainee role.
