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 Institutional Team is responsible for managing discretionary client portfolios on a bespoke basis. We are involved in a broad range of activities including Investments, Planning/Structuring and
Brief Role Objective
Be part of a team providing general and administrative support to our Investments 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 assist with responding to client enquiries where appropriate.
Key Responsibilities:
Key Skills and Technical Requirements