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, Bristol and Manchester. 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 £30 billion in funds under management and circa 700 staff.

Job Description

Key Responsibilities:

Maintain LGT WMs sustainable models on internal platforms such as Morningstar, FactSet and Style Analytics.
Update sustainable literature including presentations, quarterly reviews, performance and asset allocation.
Submit periodic data requests from third parties, such as risk profilers.
Manage and co-ordinate the teams monthly and quarterly task list.
Contribute to building efficient processes within the team, including the integration of AI tooling.
Compile risk and analytics packs for sustainable investment committee meetings.
Monitor markets to understand current drivers and market sentiment at the asset class and sub-asset class level.
Proactively build knowledge on sustainable investment fund landscape.
Contribute towards sustainable investment research, primarily focussing on third party funds across fixed income, equities, and alternatives.
Support Investment and Wealth Managers with adviser/client requests for information and questions on proposition.

Support communications, including sustainable investing thought-leadership content.

Requirements

Key Skills and Technical Requirements:

An understanding of asset classes and portfolio construction within the wealth and asset management industry.
Knowledge and interest in sustainable finance
Understanding of market cycles, drivers and characteristics
Strong communication skills, with the ability to explain portfolio and trade objectives clearly and appropriately to internal and external stakeholders.
Sound knowledge of UK sustainable wealth management industry and understanding of the regulatory framework.
Understanding of third-party funds and fund of fund investing.

Other Skills and Attributes:

Excellent organisation skills, effective time management, excellent attention to detail, and delivery to deadlines.
Process driven, and able to proactively suggest enhancements where relevant.
Self-motivated, with ability to take the initiative within an understood framework of scope and authority.
Actively assists others as and when required to ensure that the team meets its objectives.
Strong interpersonal skills; with the ability to build relationships with internal and external stakeholders.
Strong communication skills, with ability to articulate complex topics in a clear and relatable way to internal and external stakeholders.
Strong numerical and analytical skills, specifically in the context of portfolio management.
Ability to keep abreast of developments in the sustainable financial services industry and of all relevant regulatory changes.
Acts at all times in a professional manner and as an ambassador to the Firm with external stakeholders.
Deals with all matters promptly, professionally and effectively. Ability to work under pressure.
Conducts role in accordance with LGT’s policies and procedures adhering to the Firm’s compliance guidelines.

Contact Information

We are looking forward to receiving your online application.

For any further information please do not hesitate to contact us.

LGT Wealth Management UK LLP

Human Resources

Nicola Swatton

LGT Bank

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