Trainee Investment Manager

Overview

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

We are involved in a broad range of activities including Investments, Strategy and Planning/Structuring. The foundations of the team are built on technical excellence and integrity to ensure that the client receives a holistic wealth management service. The team pools its wealth of knowledge from the individuals within it who are experts in their field to ensure that the client receives a first class service in terms of investment advice.Brief Role Objective

Brief Role Objective (Trainee Investment Manager):

To provide general and administrative support to and the Investment Managers to ensure that the client receives first class service. Responsible for ensuring that administrative, organisational and client related tasks are completed accurately, efficiently and in a timely manner. Will have regular contact with HNW client base, dealing with their enquiries and providing support at client meetings where appropriate.Key Responsibilities

To assist the team with all aspects of client contact, including ongoing and regular reporting requirements and ad-hoc reporting requirementsTo act as the liaison with the Dealers and Back Office on the settlement of deals, keeping the team abreast of any irregularitiesTo maintain client lists and information, including spreadsheets/databases and Bloomberg sheets.To review and advise on corporate actionsTo provide all analytics for the team, including performance, asset allocation reports and capital gainsTo ensure that all current/new client account data is complete, up-to-date and accurate at all timesTo produce reports and presentations for existing and prospective clients including the collating and distribution of valuations and end of year packsTo deal with client correspondence and queriesTo monitor portfolios content and performance for Investment ManagersTo ensure all prospects are stored on the relevant database and all client correspondence on fileTo preparing and collate research and stock recommendations for the Investment Managers, including purchase and sale paragraphsTo monitor external custodians for accuracy and timeliness of processingMaintain and update Investment Policy Statements (IPS)Execute required dealing activity under instruction to implement strategic and tactical asset allocation decisions in client portfoliosYour profile

Key Skills and Technical Requirements

This role is open to those who have previously worked in a Front Office environment in a similar role, e.g. an Investment AssistantGood working knowledge of the Microsoft Suite of ProductsUndertakes sufficient professional development for the role including CPD (log to be maintained)Other Skills and Attributes

Keeps abreast of all relevant developments in the financial services industry and any regulatory changes which may affect the teamGenerates new ideas/initiatives to help promote firm to potential clientsKeeps accurate client records and ensures these are held in the appropriate format on the relevant databaseStrong interpersonal skills; ability to build relationships with different teamsTakes initiative for their own work within an understood framework of scope and authorityActs at all times in a professional mannerDeals with all matters promptly, professionally and effectively without being remindedConducts role in accordance with LGT\''s policies and procedures, within individual authorisation levels and in line with compliance requirementsReadily assists the team and the Firm in achieving its objectivesUndertakes other tasks or specific project work as and when requested by the Investment ManagersMakes effective use of time in order to carry out tasks to the appropriate standardExcellent verbal and written communication skillsOrganised approach to work, with close attention to detail so that records (including client files) are maintained in line with the Firm\''s policies and proceduresHow to apply

Interested in the role? Complete the online application. We look forward to getting to know you. Discover more about LGT Wealth ManagementA message from our CEOBen Snee, Chief Executive Officer welcomes you to LGT Wealth Management. Hear more about our commitment to sustainability and what makes LGT a great place to work.Our companyCompany ..... full job details .....