Trainee Wealth Manager London (GB)

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.

Brief Role Objective:

To provide general support to one Wealth Manager, ensuring that the client receives first class service. Will be provided with opportunities to progress along the trainee route to eventually become an Associate Wealth Manager and ultimately, a Wealth Manager within an agreed timeframe and subject to qualifications, experience and performance.

Key Responsibilities:

• Ensures that all current/new client account data is complete, up-to-date and accurate at all times, this includes the writing and renewal of Investment Policy Statetments.
• Ensuring that all reports/packs are reviewed for accuracy and completeness and sent in a timely manner.
• Responsible for the production of reports and presentations for existing and prospective clients.
• Manage quarterly fees and performance reporting.
• Deal with client correspondence and queries and liaise with other departments to find resolution to investment administration queries raised by clients.
• Attend client meetings where appropriate and as agreed, and participate by providing factual information and acting as the reference point for any administration queries.
• Proactively set review dates with clients and co-ordinate client visits.
• Assist in preparing pitch presentations and other materials used in meetings with clients and actively build knowledge of the targeting process.
• Build a good working understanding of the Central Investment team proposition.
• Build a good rapport based on first class service with external advisers and internal colleagues alike.
• Support with projects and prospecting tasks as required.
• Take on basic execution only trades over time.

Technical Requirements:

• Undertakes sufficient professional development for the role including CPD (log to be maintained).
• Prepared to study for the IAD and CWM within an agreed timeframe.

IT:

• Good working knowledge of the Microsoft Office suite of products.