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 responsible for managing discretionary client portfolios on a bespoke basis and are involved in a broad range of activities including Investments, Planning/Structuring and Relationship Management. We pride ourselves on the quality of service we provide the HNW community ensuring that we adopt a robust investment process to best manage the investment interests of our clients. The Bristol office was opened in January 2016 and was the first regional office for LGT WM.
Brief Role Objective:
Be part of a team providing general and administrative support to our Investment and Wealth 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 clients, dealing with their enquiries and providing support where appropriate.
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Other skills, competencies and attributes:
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