Business Manager – Client Services Support (12 month FTC) London (GB)

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 and Role Objective

LGT WM UK Client Services Team plays an important role in acting as a link between Front Office and Operations by assisting both areas to meet the client’s needs. The Client Services Team performs functions to support the Front Office in various areas, such as Client Reporting and Client On-boarding.

The Client Services Function is strongly focused on delivering great experiences for clients and the Head of Client Services is directly responsible for all aspects of Client Reporting, Client On-boarding - including all aspects of Data entry and creation within relevant systems, Client Due Diligence checks and Client and Adviser Fees.

In this role, you will be responsible for supporting the Head of Client Services in providing support and guidance to the Front Office, as well as developing ideas into long term sustainable, scalable and operationally efficient solutions to allow the firm to meet client needs, satisfy regulators and compete more effectively.

The role holder will work with the Head of Client Services and the Client Services line managers/teams to drive business, technological and regulatory related improvements across the team. The focus will be on developing strategic plans to support the firms long-term goals. The business manager will work with line managers to identify areas for improvement and implement change to increase efficiency and effectiveness across the teams to meet the needs of a rapidly growing business – specifically in the Client Reporting Department. The role will not have direct management responsibilities but the role holder will require a blend of leadership, analytical and interpersonal skills to successfully carry out the role.

Key Business Areas of Responsibility:

• Provide analytical support to the Head of Client Services in respect of all the function
• Provide support/lead on IT Projects as required, be a key driver of change and continuous improvement
• Act as point of contact for new investment services as required
• Collaborate with wider business areas to identify potential for improving client focused services, operational efficiency and governance of key areas
• Build strong working relationships with all key Client Services stakeholders (the Front office, IT, Compliance, Risk etc.)
• Work with the Client Services line managers of the teams below to design, develop and continually evolve meaningful management information and KPI’s to help support the management of the Client Services Function and wider business in a changing environment

Key Skills and Competency Requirements:

• Capability to think critically and plan medium and long term strategies
• Strong interpersonal skills, with an ability to communicate effectively and professionally
• Effective analytical skills and data manipulation
• Ability to take the initiative, be assertive and think strategically
• Strong sense of ownership and ability to follow tasks through to completion
• Strong interpersonal skills, with an ability to communicate effectively and professionally

Further Requirements:

• Experience of Wealth Management industry, including Front Office and Operational business requirements
• Strong understanding of regulatory and reporting requirements
• Competent in all MS Office products - specifically Excel
• Strong numeracy and analytical skills
• Knowledge of FNZ’s Figaro system is desirable, but not essential