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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.
Business Unit
The team is responsible for managing discretionary client portfolios on a bespoke basis managing over £1bn in assets for 100 client relationships. The firm is involved in a broad range of activities including Investments, Planning/Structuring and Relationship Management. Each team prides itself on the quality of service it provides its clients, ensuring that it adopts a robust investment process to best manage the investment interests of its clients. We have developed long standing relationships with our clients and are seen by many as trusted advisors to them and their families
Brief Role Objective:
This role will provide assistance to the Team Head with secretarial and administrative support to ensure that they and the team deliver the optimum level of service and experience to their clients. They will also provide support to the wider Institutional Team.
The role will also provide general and administrative support to Investment Managers to ensure that clients receive first class service by ensuring client related tasks are complete accurately and efficiently; and to ensure regular contact with client to ensure consistent support and queries are responded too.
Key Responsibilities:
Team Head & Team Support
Work with other Investment Assistants within the team to provide support including but not exclusive too:
IT:
Technical Requirements:
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.