LGT Crestone Wealth Management Limited
Administrative Assistant
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LGT Wealth Management UK LLP: Director of Client Operations Support
About LGT
LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the global private banking group LGT, which in turn is owned by the Princely Family of Liechtenstein. Our mission is to provide a fresh, clients-first approach to wealth management while fostering a culture of transparency, long-term value, and entrepreneurial drive. Today, we manage over £30 billion in client assets across London, Edinburgh, Jersey, Leeds, Birmingham, Bristol, and Manchester.
Business Unit Overview
Our business specialises in bespoke portfolio management, offering holistic solutions tailored to each client’s unique financial needs. We combine in-depth sector knowledge, integrity, and technical expertise—built on decades of experience—to deliver trustworthy relationships with long-standing clients (many for over 20 years).
Brief Role Objective
Director of Client Operations Support will lead a team providing administrative and compliance-focused support to Partners and Investment Managers/Assistants. Responsibilities will include ensuring streamlined workflows across client onboarding, portfolio management, data integrity, documentation, and internal reporting.
Key Responsibilities
Client & Portfolio Support
- Oversee collation, distribution, and accuracy of account opening documentation (verified and compliant).
- Monitor client onboarding timelines, asset/cash transfers, and internal/external party communication to meet service standards.
- Management of client correspondence (reports, ad-hoc queries, and periodic updates) with strict adherence to:
- Technical accuracy
- Clear, non-misleading language
- Appropriate tailoring to client sophistication level.
- Liaise with external custodians, platforms, and specialist providers to bridge information gaps seamlessly.
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Operational Excellence
- Lead the follow-up on email/phone queries, escalating urgent matters while maintaining compliance.
- Train and coordinate team adherence to front-office systems and internal processes.
- Provide frontline support to LGT Lombard Lending operations, collating credit application materials.
- Monitor and process seasonal team activities (e.g., expenses, attendance schedules).
Data & Reporting Integrity
- Ensure timeliness and accuracy in compiling management information reports, KPI tracking, and incident records.
- Maintain up-to-date, comprehensive client/external vendor files, with strict documentation protocols.
Team Management & Development
- Publish/resource diary and meeting booking systems to align workloads with executive needs.
- Foster a working environment that drives initiatives for process improvement.
- Facilitate participation in internal development forums, encouraging upskilling.
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Requirements
Core Skills & Technical Proficiency
- Exceptional attention to detail, commitment to double-checking work.
- Proficient in Microsoft Office (advanced Excel proficiency mandatory); familiarity with front-office tools desirable.
- Legal and regulatory awareness in financial compliance.
Soft Skills & Attributes
- Driving change: Ability to propose process efficiencies.
- Leadership: Meets goals with little supervision; exhibits adaptability.
- Communicates verbally and in writing for varied audiences (technical/executive).
- Result-oriented: Prioritises urgent tasks while delivering high standards.
- Compliance mindset: Adheres to LGT’s handbook and internal control frameworks.
- Willingness to collaborate: Engages with finance, compliance, and external teams.
Qualifications & Growth Mindset
- Understands a commitment to qualifications relevant to LGT practices.
Why Join LGT
We are an employer of choice in the private banking sector—rewarding ambition with growth opportunities, a supportive culture, and a stake in long-term value creation. If you thrive in dynamic, high-trust environments, we’d love to hear from you.
Contact
For inquiries, email: Alex Johnson LGT Wealth Management UK LLP – Human Resources [Contact details not visible]
Applications are accepted online. Apply today to shape the future of our clients’ financial journeys.
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