LGT Crestone Wealth Management Limited
Trainee Investment Manager
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LGT Wealth Management UK LLP
LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein. When we set up LGT Wealth Management in 2008, our aim was to offer a fresh approach to wealth management. Alongside the LLP we also have two other entities which focus on US and Jersey based clients. Our head office is based in London however we have a presence in Edinburgh, Jersey, Leeds, Birmingham, Bristol and Manchester.
The plan was simple: put our clients first by providing a transparent service, designed around what is right for each of them. By drawing together in-depth knowledge and experience from across the industry, we provide a flexible, bespoke service adapted to each of our clients’ needs. Our mission is to create long-term value for all stakeholders. Our culture encourages individuals to generate, develop and implement ideas which will strengthen our business. Belonging, respect, integrity, conviction and entrepreneurship are our core values. As our brand recognition grows, we are fast becoming an employer of choice in our sector. We have over £30 billion in funds under management and circa 700 staff.
Job Description
Business Unit
The primary goal is to service HNW/UHNW clients enhance their wealth through direct relationships as well as through intermediaries. We are involved in a broad range of activities including Investments, Strategy and Planning/Structuring. The foundations of the team are built on technical excellence and integrity to ensure that the client receives a holistic wealth management service. The team pools its wealth of knowledge from the individuals within it who are experts in their field to ensure that the client receives a first class service in terms of investment advice.
Key Responsibilities
- Assist the team with all aspects of client and adviser contact, including ongoing and regular reporting requirements and ad-hoc reporting requirements.
- Acts as the liaison with the operational teams on the settlement of deals and keeps the team abreast of any irregularities.
- Maintaining 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.
- Ensures that all current and new client account data is complete, up-to-date and accurate at all times.
- Responsible for the production of reports and presentations for existing and prospective clients including the collating and distribution of valuations and end of year packs.
- Dealing with client and adviser correspondence and queries.
- Monitoring portfolios in terms of content and performance for Investment Partners/Investment Managers.
- Ensure all prospects are stored on the relevant database and all client correspondence on file.
- Assisting the Investment Manager and Partner with investment research and assessment.
- 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.
- Attendance of 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.
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Requirements
Key Skills and Technical 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).
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Other Skills and Attributes:
- Keeps abreast of all relevant developments in the financial services industry and any regulatory changes which may affect the team.
- Generates new ideas/initiatives to help promote firm to potential clients.
- Keeps 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 in order to carry out tasks to the appropriate standard.
- Adhere to all company-wide policies, procedures and compliance requirements.
- Excellent verbal and written communication skills.
- Excellent attention to detail.
Contact Information
We are looking forward to receiving your online application. For any further information please do not hesitate to contact us.
LGT Wealth Management UK LLP
Human Resources
Alex Johnson
LGT is the largest Private Banking and Asset Management group in the world to be owned by an entrepreneurial family. As the family office of the Princely House of Liechtenstein, we have years of experience in the management of sizeable sums of assets.
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