LGT Wealth Management UK LLP in Leeds is seeking an Investment Assistant to support onboarding, client documentation, and portfolio administration. You will work closely with advisers to ensure accuracy and timeliness in account openings and reporting.
The role requires strong communication, attention to detail, and the ability to manage competing priorities. You will liaise with custodians and colleagues to maintain excellent client service.
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Client‑Focused Investment Assistant in Leeds employer: lgt
LGT Wealth Management UK LLP is an exceptional employer, offering a dynamic work environment in the heart of London, where innovation and client-centric values thrive. With a strong emphasis on personal development and a culture that fosters respect and integrity, employees are encouraged to contribute ideas that drive the business forward. The company not only provides competitive benefits but also presents unique opportunities for growth within a prestigious organisation backed by the Princely Family of Liechtenstein.
