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.
The Treasury Department is part of the Trade Support Team which belongs to the Custody Services area of the firm. The Team manage all client related banking movements in multiple currencies (mainly via BACs or CHAPS) as requested by internal departments and subject to correct authorisation. This includes maintaining relationships with our sponsoring banks and those organisations we hold term deposits with.
Key responsibilities of the department include:
The Department is also the first line of defence for CASS 6 and CASS 7 and is responsible for the efficient and compliant processing of all client money transactions and client money/asset reconciliations.
Brief Role Objective:
The role holder will be responsible for processing all client money transactional elements, which will include processing all client payments and receipts, processing client internal transfers and processing cash movements relating to the settlement of trades. They will assist the Manager of Treasury with the ongoing improvement of processes within the Treasury Team, handling Internal and External Audit liaison and cash processing projects as they arise. It is anticipated that, the role holder will be able to provide cover the for the Team Manager when called upon. Prior working knowledge of CASS 7 or the willingness to learn is desirable.
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.