Jobs at LGT Crestone Wealth Management Limited (Now Hiring) — 33 open — Page 2

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

Business Unit:

The Business Development team is responsible for promoting the Firm to Financial Advisers. We are involved in a broad range of activities including:

• Developing intermediary relationships across the UK and to a limited number of overseas adviser firms
• Promoting the LGT proposition to Financial Advisers
• Developng new communication strategies to engage with Financial Advisers
• Proactively marketing the Firm to Financial Advisers
• Working in partnership with Financial Advisers to tailor our proposition and resources for their client base

Brief Role Objective:

In line with the Business Development communications strategy, support with the co-ordination of a central communications among Financial Advisers and developing strategies to increase AUM from Networks and partner firms. The communication channels include literature, email communications, events, videos, social media and online webinars as well as website management  

Key Responsibilities:

• Assist with the implementation of the marketing and communications strategy for Business Development across service propositions targeting Financial Advisers
• Coordinate ongoing literature updates to the 'Financial Adviser' section of firm website, including monthly factsheets and continuous literature updates to the dedicated adviser portal
• Assist with CPD programme for IFAs – webinars and live events
• Assist with video production – scheduling, filming and production
• Assist with invitation production
• Assist with presentation decks – creating new slides to briefs and formatting slides within brand guidelines along with managing compliance sign off process
• Manage white labelling process for factsheets and quarterly reports
• Coordinate central distribution of communications, maintaining spreadsheet and cleverreach system
• Assist with Conference participation i.e. stand, literature and merchandise as well as set up and pack down
• Coordinate logistics for merchandise and literature distribution
• Ensure the LGT Wealth Management brand is correctly represented and the brand ethos is understood and maintained within Adviser community

Requirements

Key Skills and Technical Requirements:

• Marketing and/or administrative experience preferred
• Previous office experience preferred
• Basic knowledge of Adobe Creative Cloud Suite preferred
• Intermediate in Microsoft Word, Excel and PowerPoint
• Basic knowledge of Adobe Acrobat Pro preferred

Other Skills and Attributes:

• Can manage and prioritise high workloads and demanding deadlines
• Creative and innovative thinker
• Strong communication and presentation skills, both verbal and written
• Excellent attention to detail
• Strong copy writing skills

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

Alex Johnson