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.
Brief Role Objective:
Reporting to the Lombard Lending and EAM Manager, the role holder will work closely with members of the team with the control of the firm’s off platform (EAM) activity. This includes managing key relationships both internally and externally, conducting regular reconciliations between our books and records and third parties, and also building out additional controls and processes as required. The role holder will also be expected to support a wider range of activity of the team, particularly around Lombard Lending activities which includes account opening and ensuring interest payments are made on time.
Key Responsibilities:
Technical Requirements:
Other skills, competencies and attributes:
IT Skills