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…
Skills: Administrative support, Data management, Client communication, Microsoft Office, Account opening
LGT Wealth Management was formed around a clear and uncompromising vision – to bring global best practice in building institutional quality investment portfolios to Australian clients. With a shared passion for building …
Skills: Windows Server Administration, Azure, Microsoft 365, Entra ID, Linux Administration
LGT Wealth Management was formed around a clear and uncompromising vision – to bring global best practice in building institutional quality investment portfolios to Australian clients. With a shared passion for building …
Skills: Windows Server Administration, Azure, Microsoft 365, Entra ID, Linux Administration
LGT is the largest Private Banking and Asset Management group in the world to be owned by an entrepreneurial family. As the family office of the Princely House of Liechtenstein, we have years of experience in the managem…
Skills: Full stack development, JavaScript, TypeScript, Java, Software architecture
LGT Wealth Management was formed around a clear and uncompromising vision – to bring global best practice in building institutional quality investment portfolios to Australian clients. With a shared passion for building …
LGT Bank Österreich, a branch of LGT Bank AG, is the largest international private bank in Austria. We offer comprehensive private banking services and employ around 250 people in Austria.Our corporate culture is charact…
LGT is the largest Private Banking and Asset Management group in the world to be owned by an entrepreneurial family. As the family office of the Princely House of Liechtenstein, we have years of experience in the managem…
LGT is the largest Private Banking and Asset Management group in the world to be owned by an entrepreneurial family. As the family office of the Princely House of Liechtenstein, we have years of experience in the managem…
LGT is the world’s largest family-owned and managed Private Banking and Asset Management Group. For more than 100 years it has been fully owned and managed by the Princely House of Liechtenstein, which is also one of our…
LGT is the largest Private Banking and Asset Management group in the world to be owned by an entrepreneurial family. As the family office of the Princely House of Liechtenstein, we have years of experience in the managem…
LGT is the world’s largest family-owned and managed Private Banking and Asset Management Group. For more than 100 years it has been fully owned and managed by the Princely House of Liechtenstein, which is also one of our…
Commitment, expertise and sustainability – these are all values that mark us out as a family-run business. How we think and act is shaped by our owner, the Princely House of Liechtenstein, and its 900 years of tradition …
Abacus Finance and Power BI Specialist 80-100% (f/m/d)
Bendern, Liechtenstein · On-site
Mid level
LGT is the largest Private Banking and Asset Management group in the world to be owned by an entrepreneurial family. As the family office of the Princely House of Liechtenstein, we have years of experience in the managem…
Skills: Abacus Finance, Power BI, Financial Reporting, Data Analysis, Data Extraction
LGT Wealth Management was formed around a clear and uncompromising vision – to bring global best practice in building institutional quality investment portfolios to Australian clients. With a shared passion for building …
LGT Wealth Management was formed around a clear and uncompromising vision – to bring global best practice in building institutional quality investment portfolios to Australian clients. With a shared passion for building …
LGT Bank Österreich, a branch of LGT Bank AG, is the largest international private bank in Austria. We offer comprehensive private banking services and employ around 250 people in Austria.Our corporate culture is charact…
LGT Wealth Management was formed around a clear and uncompromising vision – to bring global best practice in building institutional quality investment portfolios to Australian clients. With a shared passion for building …
Skills: Business Analysis, Wealth Management, Financial Services, Avaloq, Process Mapping
LGT Wealth Management was formed around a clear and uncompromising vision – to bring global best practice in building institutional quality investment portfolios to Australian clients. With a shared passion for building …
Skills: Business Analysis, Wealth Management, Compliance, AML, Regulatory Reform
LGT Wealth Management was formed around a clear and uncompromising vision – to bring global best practice in building institutional quality investment portfolios to Australian clients. With a shared passion for building …
Junior Portfolio Advisor APAC (f/m/d) - temporary for 6 months
Zurich, Zurich, Switzerland · On-site
Mid level
LGT is the world’s largest family-owned and managed Private Banking and Asset Management Group. For more than 100 years it has been fully owned and managed by the Princely House of Liechtenstein, which is also one of our…
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Full-time
Posted 1d ago
~40 hrs/week
Responsibilities
The Administrative Assistant will manage account opening documentation and ensure accurate, timely processing of client transfers. They will also provide ongoing support by resolving client queries and maintaining precise internal management information.
Requirements
Candidates should demonstrate strong initiative, professional conduct, and the ability to work effectively within a team. Proficiency in Microsoft Office is required, while experience with front office systems is considered a desirable asset.
Full job description
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
Collate & distribute account opening packs and ensure that they are fully and accurately completed and that all necessary documentation is provided
Monitor the progress and timeliness of account opening and asset/cash transfers to meet our client service standards and keep all relevant internal and external parties informed
Provide regular and ad-hoc information to clients ensuring that documents and reports are accurate, consistent and dispatched to timetable
·Assist in resolving client queries regarding their portfolios or account opening
Ensuring correspondence and reporting is clear and not misleading, technically accurate and tailored to the client’s level of knowledge and understanding
Maintain internal management information, ensuring that it is informative, accurate, consistent and up to date
Assist in preparing internal management information, ensuring that data is accurate, consistent and up to date
Keep comprehensive client records and ensure that these are accurate and up to date at all times liaising effectively with colleagues in other departments, platforms & external custodians as necessary
Liaise effectively with external custodians and providers to obtain information required for clients and their advisers
Proficient in the use of all internal and external systems and information feeds
Requirements
Key Skills and Technical Requirements:
Takes initiative for their own work, but also works well as part of a team.
Acts at all times in a professional manner.
Deals with all matters promptly, professionally and accurately without being reminded.
Conducts role in accordance with LGT’s procedures, within individual authorisation levels and in a compliant manner.
Readily assists the team and the Firm in achieving its objectives.
Undertakes other tasks or specific project work as and when requested by the Investment Managers.
Makes effective use of time in order to carry out tasks to the appropriate standard. Follows tasks through to the end.
Adheres to all company-wide policies, procedures and compliance requirements.
Other Skills and Attributes:
Generates new ideas/initiatives to ensure the effectiveness of the team’s administration. Looks for ways to improve current processes.
Good working knowledge of the Microsoft Office suite of products.
Understanding of front office systems is desirable.
Contact Information
We are looking forward to receiving your online application.
For any further information please do not hesitate to contact us.
LGT Crestone is one of the largest family-owned wealth management firms in the world - bringing together the deep trusted relationship of a local firm with the strength and security of a multinational.
We provide private wealth advice services to high net worth and ultra high net worth families, family offices and for purpose organisations, focused on long term results to last generations.
LGT Crestone now has over 300 employees, including over 100 investment advisers who have worked together for an average of 10 years. It has offices in Adelaide, Brisbane, Melbourne and Sydney.
Find out more at lgtcrestone.com.au .
Offices: 2 Chifley Square, Level 32, Chifley Tower, Sydney, NSW 2000, AU · 101 Collins St, Level 17, Melbourne, Victoria 3000, AU · 123 Eagle St, Level 18, Brisbane City, Queensland 4000, AU · 91 King William St, Level 26, Adelaide, South Australia 5000, AU
Wealth ManagementPortfolio ConstructionNot For ProfitsEntrepreneursEstablished FamiliesSustainable InvestingPhilanthropyIntergenerational Wealth Transferand Alternative InvestmentsWealth Management
LGT Crestone is one of the largest family-owned wealth management firms in the world - bringing together the deep trusted relationship of a local firm with the strength and security of a multinational.
We provide private wealth advice services to high net worth and ultra high net worth families, family offices and for purpose organisations, focused on long term results to last generations.
LGT Crestone now has over 300 employees, including over 100 investment advisers who have worked together for an average of 10 years. It has offices in Adelaide, Brisbane, Melbourne and Sydney.
Find out more at lgtcrestone.com.au .
Offices: 2 Chifley Square, Level 32, Chifley Tower, Sydney, NSW 2000, AU · 101 Collins St, Level 17, Melbourne, Victoria 3000, AU · 123 Eagle St, Level 18, Brisbane City, Queensland 4000, AU · 91 King William St, Level 26, Adelaide, South Australia 5000, AU
Wealth ManagementPortfolio ConstructionNot For ProfitsEntrepreneursEstablished FamiliesSustainable InvestingPhilanthropyIntergenerational Wealth Transferand Alternative InvestmentsWealth Management