Trainee Portfolio Manager London (GB)

Full Time (≥ 80%)
Posted on

About us

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.

Your challenge

Business Unit

Our business is responsible for managing discretionary client portfolios on a bespoke basis. We are involved in a broad range of activities including portfolio management, investment analysis and relationship management. Each team prides itself on the quality of service it provides the High Net Worth community ensuring that they have adopted a robust investment process to best manage the investment interests of their clients. We have developed long standing relationships with our clients and are seen by many as trusted advisors to them and their families.

The Central Investment Team provides a bespoke discretionary service in line with LGT Wealth Management's house views for Investment Managers and Wealth Managers. The team is responsible for managing portfolios on a day-to-day basis and assisting in the acquisition of new business. The team is fully integrated into the central research process and contribute to the various committees.

Brief Role Objective

This is an opportunity to develop your knowledge about financial markets, different asset classes, investment products and how to construct diversified portfolios for private clients.

You will assist the Portfolio Managers in the Central Investment Team in managing client portfolios, producing pitch books/client reviews, updating central databases and constructing example portfolios. Where appropriate regulatory qualifications are held, generally assist in the trading and management of client portfolios. Provide ad-hoc portfolio reporting and performance analysis. Attending fund manager and external research provider meetings to improve general market knowledge.

Key Responsibilities:

  • Assist the Portfolio Managers in constructing and maintaining client portfolios. Ensuring that client portfolios are in-line with the Central Model Portfolios and each client’s objectives.
  • Assist the Portfolio Managers in monitoring client portfolios on External Asset Manager platforms.
  • Supporting the Portfolio Managers in identifying potential changes to client portfolios driven by variance of client portfolios to model portfolios.
  • Attend meetings/presentations by third-party external asset managers.
  • Ensure that all personal dealings with Investment Managers and Wealth Managers are conducted professionally and their requests are dealt with in a timely and effective manner.
  • Correspondence and reporting is clear and not misleading, technically accurate and tailored to the client’s level of knowledge and understanding.
  • Keep comprehensive client records and ensure that these are accurate and up to date.
  • Produce & distribute all client reporting ensuring that reports/packs/contract notes are reviewed for accuracy and dispatched in a timely manner.
  • Assist in preparing pitch presentations and other materials used in client meetings.

Your profile

Key Skills and Technical Requirements:

  • Relevant industry qualifications, specifically RDR Level 4 qualified in Securities (including the IMC or IAD) is required.
  • Strong interpersonal skills; with the ability to build relationships across the team and with key teams across the Firm.
  • Ability to work as a member of a team.
  • Excellent organisation skills, effective time management and delivery to deadlines.
  • Understanding of the compliance framework and an ability to work within this.
  • Strong numerical and analytical skills.
  • Attention to detail, with regards to general portfolio management, reporting and sending documentation externally to clients.
  • Actively assists others as and when required to ensure that the team meets its objectives.
  • Ability to keep abreast of developments in the financial services industry and of all relevant regulatory changes.
  • Ability to take the initiative within an understood framework of scope and authority.
  • Acts at all times in a professional manner and as an ambassador to the Firm to clients and in the intermediary community.
  • Deals with all matters promptly, professionally and effectively. Ability to work under pressure.
  • Conducts role in accordance with the firm's policies and procedures adhering to the Firm’s compliance guidelines.

Other Skills and Attributes:

  • Experience of front office systems
  • Advanced Excel skills
  • Good knowledge of External information provides, eg, Bloomberg and Factset
  • Good knowledge of Microsoft Office suite of products.

Do you feel addressed? Then simply fill out the online application. We look forward to getting to know you.


Alex Johnson

Alex Johnson

Senior Recruitment Advisor
LGT Wealth Management UK LLP

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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.

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