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 and Bristol. 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 £29 billion in funds under management and circa 700 staff.
About LGT Wealth Management US
LGT Wealth Management US provides discretionary and advisory investment services to US citizens and was established in recognition of the specialist services required for US connected clients.
The team has an in-depth knowledge of working within the appropriate tax and legal frameworks and is involved in a broad range of activities including Investments, Planning/Structuring and Relationship Management. We have developed long standing relationships with our clients and are seen by many as trusted advisors to them and their families.
LGT Wealth Management US is a wholly owned subsidiary of Wealth Management Wealth and is registered with both the Financial Conduct Authority (FCA) and Security and Exchange Commission (SEC).
Brief Role Objective:
To provide general and administrative support to Partners & Wealth Managers, ensuring that the client receives first class service. Responsible for ensuring that administrative, organisational and client related tasks are completed accurately, efficiently and timely manner. Will have regular contact with the US client base, dealing with their enquiries and providing support at client meetings where appropriate. Will be provided with opportunities to progress ultimately to a Wealth Manager within an agreed timeframe and subject to qualifications, experience and performance.
Other skills, competencies and attributes:
Transparency is important to us. That is why you will find everything that matters to us on our website – plus everything you should know about us before you meet us in person, open an account or apply for a job. That includes, for example, the history of the Princely Family, which is closely intertwined with our own.