Trainee Wealth 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

Brief Role Objective:

  • This entry level role is an outstanding starting point for a career in Wealth Management. This is an opportunity to learn about financial markets, different asset classes, investment products and how to construct diversified     portfolios for private clients.

  • The trainee will provide general and administrative support to one of the Partners /Wealth Manager, ensuring that clients receive first class service. You will be responsible for ensuring that administrative, organisational and client related tasks are completed accurately, efficiently and timely manner. You will have regular contact with the client base, dealing with their enquiries and providing support at client meetings where appropriate and you will be provided with opportunities to progress ultimately to a Wealth Manager within an agreed timeframe and subject to qualifications, experience and performance.

Key Responsibilities:

  • Assist the team with all aspects of client contact, including ongoing and regular reporting requirements and ad-hoc reporting requirements.
  • 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 Statements.
  • Responsible for the production of reports and presentations for existing and prospective clients. Ensure that all reports/packs are reviewed for accuracy and completeness and sent in a timely manner.
  • Provide all analytics for the team, including performance, asset allocation reports and capital gains.
  • 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 Central Investment team and Wealth Planning team proposition.
  • Support with projects and prospecting tasks as required.

Your profile

Key Skills and Technical Requirements:

If you are an enthusiastic, commercially aware recent graduate or graduate with some financial services experience, keen to develop a career in wealth management and have the following attributes, we would like to hear from you. 

  • Strong skills in Maths and English.
  • Ability to prioritise and manage workload.
  • Able to use their initiative for their own tasks, but also enjoys working as part of a team.
  • A professional “can do” attitude and desire to deliver exceptional customer service.
  • Excellent verbal and written communication skills.
  • Good attention to detail and enjoys following processes and procedures.
  • Well organised, presentable and professional.
  • Good working knowledge of the Microsoft Office suite of products, in particular Excel.

Further details

You will join as part of the Investment20/20 programme. This will introduce you to the investment management sector where you will gain industry knowledge, experience and develop relationships enabling you to progress your career. As part of the Investment20/20 programme, you will have opportunities to meet and network with over 300 trainees across the industry and participate in social and insight events.

This is a permanent role . You will receive 30 days’ annual leave. You will also be entitled to a 15% flexible benefits allowance on top of your salary. Our role is based in the City of London and can receive up to £300 homeworking allowance (claimed via expenses) to create a homeworking set up (for example, a desk, computer screen, keyboard and mouse). 

Please apply with your CV and a covering letter and, as part of your covering letter, please answer the below questions in 250-300 words each.

  • Can you provide an example of working in a team where you had to meet an objective? What role did you play as part of that team?
  • What is your best attribute to support your application and why? Please provide some examples to support this
  • What is your view of markets at the current time? What should clients be investing in and why. 

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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