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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: Plan and coordinate risk-based monitoring for Front Office advice-based activity, within the framework and monitoring plan approved by the Head. Balance scheduled work with urgent requests and emerging risks. Allocate work to Officers and provide technical direction, quality assurance, feedback, coaching and line management. Personally review complex or higher-risk discretionary, advisory and wealth planning cases – with collaborative support from other areas where required, for example Compliance. Assess individual findings and recurring themes for potential client harm and control weaknesses. Agree and track proportionate remedial actions within delegated authority and verify their completion. Coordinate investigations into any potential suitability issues and breaches of client mandates. Escalate material matters, disputed findings and proposed actions outside delegated authority promptly to the Head under applicable procedures. Produce and analyse MI and KPIs covering monitoring results, competence indicators, adherence to requirements and client outcomes; recommend changes based on the evidence. Draft suitability analysis and updates for senior management, Board and Committee reporting for the Head’s review. Provide practical guidance and constructive challenge to Investment Managers, Wealth Planners and other Front Office colleagues without assuming responsibility for their client advice or portfolio decisions. Work with Risk & Compliance and other teams on remedial actions, training and competence arrangements. Coordinate coaching informed by monitoring findings. Conduct and quality-assure assessments of regulated staff competence, including observation of client meetings where appropriate, in line with the firm’s competence framework. Document findings, provide feedback and escalate concerns or proposed actions outside delegated authority to the Head Improve monitoring methods, data quality and day-to-day processes within the framework set by the Head. Requirements Key Skills and Competencies: Significant experience in a retail discretionary or advisory investment environment, including practical suitability assessment or monitoring. Strong working knowledge of applicable FCA suitability and Conduct of Business requirements for discretionary, advisory and wealth planning activities. Experience reviewing complex cases, assessing potential client harm and identifying proportionate remedial action. Experience supervising, coaching and quality-assuring others’ work, including formal line-management experience. Experience assessing regulated staff competence, including observing client meetings where appropriate, documenting findings and providing constructive feedback. Ability to analyse monitoring data and write clear, evidence-based reports. Professional experience within a similar role, ideally degree educated, together with a relevant investment, financial planning, risk or compliance qualification. Other skills and attributes: Good understanding of clients’ investment needs, portfolio risk, fixed income, equities and cash instruments. Sound judgement, strong client focus and confidence to challenge unsuitable outcomes constructively. Strong organisation, attention to detail and stakeholder-management skills; able to balance planned work, urgent issues and team support. Awareness of JFSC, SEC or other jurisdictional requirements where relevant to assigned work. 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 Die LGT ist die weltweit grösste Private Banking und Asset Management Gruppe im Besitz einer Unternehmerfamilie. Als Family Office des Fürstenhauses von Liechtenstein überzeugen wir Sie mit langjähriger Erfahrung in der Verwaltung grosser Vermögen.",{"id":79,"slug":80,"title":81,"location":10,"raw_job_location_address_addressLocality":515,"raw_hiringOrganization_logo_url":10,"raw_description":518},"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: •Own the end-to-end recruitment and onboarding processes for new joiners •Initiate pre-employment background screening for new joiners •Add new joiners to and maintain the onboarding tracker by completing the relevant recruitment administration sections •Issue standard onboarding communications to new joiners, including: - an onboarding email requesting completion of personal information and document uploads in Workday; - first-day confirmation communications; - confirmation to the hiring manager once screening has been successfully completed, including the new joiner’s first-day agenda. •Coordinate job requisitions, postings and advertising across approved internal and external recruitment channels •Review applications against defined criteria and support the scheduling of interviews, assessments and selection activities •Serve as a primary point of contact for candidates, providing timely communication throughout the recruitment process •Coordinate interview logistics, including calendars, meeting rooms or virtual links, candidate travel arrangements and interview materials •Prepare and manage recruitment documentation, including offer letters, employment contracts and pre-employment screening materials, in line with approved processes •Maintain accurate and confidential records in the applicant tracking system and other HR systems •Support the Recruitment Business Partner, HR Business Partners and hiring managers with candidate shortlisting, interview feedback collection and timely decision-making •Track recruitment activity and prepare regular reports on vacancies, candidate pipelines, time-to-hire, source effectiveness and other agreed metrics •Support onboarding handovers by ensuring required recruitment and pre-employment documentation (including uploading share code visa documentation where applicable) is complete before a new employee joins •Assist in the annual re-screening of regulated employees •Manage and monitor the onboarding and screening process via the third-party online tool Zinc •Monitor the progress of background screening and follow up on outstanding actions where required •Work towards conducting HR Interviews for entry level roles •Assist with recruitment campaigns, careers events, talent pipelines, employee referral programmes and employer-brand initiatives including the Graduate Programme, Internship Programme and Work Experience scheme •Respond to routine recruitment queries from candidates, hiring managers and employees, escalating complex or sensitive matters as appropriate •Keep informed of recruitment best practice, internal procedures and relevant employment, equality and data-protection requirements •Contribute to the continuous improvement of recruitment processes, candidate experience and recruitment administration •Manage standard employment-reference requests for former employees •Manage standard tenancy and mortgage-reference requests for current employees •Assist in broader HR projects. Requirements Key Skills and Competencies: •Experience in an HR Recruitment Coordinator role preferably within Wealth Management or financial services •Good knowledge of recruitment and onboarding HR processes, data management, and regulatory compliance •Proficiency in HR and Onboarding systems (e.g., Workday and Zinc preferably) •Strong analytical and reporting skills, solutions focused •Ability to work in a high-pressured environment, adapting to varying stakeholders, and the ability to tailor their style accordingly •Excellent organisational, prioritisation and time management skills, with the ability to manage multiple vacancies and deadlines simultaneously •Excellent written and verbal communication skills and a professional, candidate-centred approach, with strong interpersonal skills •High level of accuracy and attention to detail •Good stakeholder-management skills and confidence working with hiring managers, candidates and external suppliers •Discretion, integrity and an understanding of confidentiality and data protection •Proficiency in Microsoft Office particularly Outlook, Excel, PowerPoint and Word •Ability to work independently while collaborating effectively within a wider HR team •Commitment to inclusive recruitment practices and equal opportunity. 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 Die LGT ist die weltweit grösste Private Banking und Asset Management Gruppe im Besitz einer Unternehmerfamilie. Als Family Office des Fürstenhauses von Liechtenstein überzeugen wir Sie mit langjähriger Erfahrung in der Verwaltung grosser Vermögen.",{"id":121,"slug":122,"title":123,"location":10,"raw_job_location_address_addressLocality":515,"raw_hiringOrganization_logo_url":10,"raw_description":520},"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 Review client records to identify IPSs due for their two-year review or otherwise requiring an update. Maintain an Excel tracker showing each client’s IPS status, review date, outstanding actions and approval progress; make upcoming review dates easy to identify. Check that completed IPSs and related correspondence have been recorded in the relevant systems. Prepare or update IPSs using current client information, including investment needs, risk profile, account arrangements and proposed investment strategy. Coordinate internal review and approval before an IPS is sent to a client. Upload approved IPSs to the appropriate system and keep the tracker and client records up to date. Follow up on documents awaiting approval and monitor the tracker so that future reviews are completed when due. Work with investment and client-facing colleagues to resolve missing information or discrepancies in records. Requirements Key Skills and Technical Requirements: Confidence using Excel to maintain and improve a review tracker. Ability to navigate client records and correspondence in systems such as Figaro and Neon, or willingness to learn them. An interest in how investment strategies are tailored to client needs, risk profiles and account types. Other Skills and Attributes: Strong attention to detail and an organised approach to tracking deadlines and document status. Clear communication and the ability to coordinate with colleagues involved in document preparation and approval. 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 Die LGT ist die weltweit grösste Private Banking und Asset Management Gruppe im Besitz einer Unternehmerfamilie. Als Family Office des Fürstenhauses von Liechtenstein überzeugen wir Sie mit langjähriger Erfahrung in der Verwaltung grosser Vermögen.",{"id":51,"slug":52,"title":53,"location":10,"raw_job_location_address_addressLocality":515,"raw_hiringOrganization_logo_url":10,"raw_description":522},"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: Design and develop Salesforce solutions using Apex, Lightning Web Components, Flow and platform APIs. Build and maintain integrations between Salesforce and internal or third-party systems. Work with product team to translate business requirements into technical designs, balancing usability, maintainability and platform limits. Apply Salesforce security best practices, including sharing, permissions and Lightning Web Security. Troubleshoot complex production issues and identify their root causes. Improve deployment pipelines, release practices and monitoring. Mentor engineers and collaborate with architects, administrators, product owners and other stakeholders. Adhere to all Information Security Policies Completing other duties as directed The nature of the role requires some work outside of normal business hours including weekends, evenings, and public holidays Requirements Key Skills and Competency Requirements: · Salesforce Certifications (e.g. Platform Developer I, Salesforce Certified Platform Developer II) · Familiar with the declarative development tools of Salesforce, such as Validation Rules, Process Builders and Flows · Familiar with the coding development tools of Salesforce, such as Apex, Aura and LWC · Experience of working with Salesforce Integrations – including Salesforce’s own tool set and working with other platforms and their developers in enabling integrations to Salesforce · Financial Services Experience · Excellent organisational, written, and verbal communication, and time-management skills · Strong analytical and problem-solving skills Experience: · 5+ years of Salesforce experience · Experience with Salesforce integrations, ideally in Financial Services Experience using JIRA · Experience with Agile methodologies, CI\u002FCD and Test Automation 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 Die LGT ist die weltweit grösste Private Banking und Asset Management Gruppe im Besitz einer Unternehmerfamilie. Als Family Office des Fürstenhauses von Liechtenstein überzeugen wir Sie mit langjähriger Erfahrung in der Verwaltung grosser Vermögen.",{"id":169,"slug":170,"title":171,"location":10,"raw_job_location_address_addressLocality":515,"raw_hiringOrganization_logo_url":10,"raw_description":524},"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: · Preparing monthly management accounts for the LGT WM Jersey entity (including support across the other LGT WM UK entities when required). · Prepare month end Management and Board Information – including AuA, NAI, ROA, Jersey Team and Jersey Entity reporting. · Analysis on the financials – including analytical review and commentary. · Support to junior staff responsible for Purchase Invoices, staff expenses and bank reconciliations. · Monthly management journals – accruals, prepayments and salaries etc. · Maintaining balance sheet reconciliations and Fixed Asset register. · Intercompany reconciliations with LGT WM UK Group and the wider LGT group, including communications with Group counterparts. · Key UK audit contact for all WMUK entities, alongside the Head of Accounting. Liaising with external auditors, providing relevant and accurate information and answering auditor queries. · Assist in preparation of financial statements for all WMUK entities. Adhering to tight timelines set with external auditors. Regulatory reporting and tax filings. Requirements Key Skills and Technical Requirements: · ACA\u002FACCA qualified or equivalent. · Recently qualified or 1 year post-qualified experience necessary. · Prior use of an accounting system preferred. · Either from an audit background or prior experience of audit involvement. Other Skills and Attributes: · Excellent numeracy, oral & written communication skills. · Ability to meet tight deadlines and time management. · Attention to detail, accuracy and quality of work. · Experience in financial services sector desirable. · Advanced Excel skills – VLOOKUP, pivot tables. 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 Die LGT ist die weltweit grösste Private Banking und Asset Management Gruppe im Besitz einer Unternehmerfamilie. Als Family Office des Fürstenhauses von Liechtenstein überzeugen wir Sie mit langjähriger Erfahrung in der Verwaltung grosser Vermögen.",{"id":143,"slug":144,"title":145,"location":10,"raw_job_location_address_addressLocality":515,"raw_hiringOrganization_logo_url":10,"raw_description":526},"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: Coordinate the end-to-end apprenticeship process, including learner administration, provider liaison, progress monitoring and record keeping. Administer the full Continuing Professional Development (CPD) process, supporting colleagues to meet requirements, maintaining accurate records and coordinating CISI membership requirements. Maintain and monitor the qualifications tracker, including exam registrations and results, resits, and study programme progress. Coordinate Cross-Border and other accreditation requirements, including the assignment of training and issue of attestations through Comply. Support the delivery of development actions arising from year end performance review processes. Track Fit and Proper forms (through Comply), following up with relevant colleagues and maintaining complete, timely records. Administer Clever Nelly learning pauses and ensure learning records remain current. Monitor the Training & Development mailbox, responding to queries or directing them to the appropriate owner within agreed timescales. Track completion of mandatory training for new joiners, escalating overdue learning and providing completion updates to relevant stakeholders. Deliver any training sessions to interns as part of their 8 week programme. Administer the various Training & Development actions for known leavers, including Clever Nelly updates, CISI updates and flagging to relevant stakeholders FCA required updates. Support with other Training & Development related administration as needed. Work with the T&D Team on broader HR projects on an ad-hoc basis. Requirements Key Skills and Competencies: Experience in a Training and Development Advisor role preferably within Wealth Management or financial services Good knowledge of HR processes, data management, and regulatory compliance Proficiency in HR systems (e.g., Workday) Strong analytical and reporting skills, solutions focused Ability to work in a high-pressured environment, adapting to varying stakeholders, and the ability to tailor their style accordingly Excellent organisational, prioritisation and time management skills Excellent written and verbal communication skills, with strong interpersonal skills High level of accuracy and attention to detail Good stakeholder-management skills and confidence working with external partners Discretion, integrity and an understanding of confidentiality and data protection Proficiency in Microsoft Office particularly Outlook, Excel, PowerPoint and Word Ability to work independently while collaborating effectively within a wider HR team. 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 Die LGT ist die weltweit grösste Private Banking und Asset Management Gruppe im Besitz einer Unternehmerfamilie. Als Family Office des Fürstenhauses von Liechtenstein überzeugen wir Sie mit langjähriger Erfahrung in der Verwaltung grosser Vermögen.",{"id":528,"slug":529,"title":530,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":531},674,"data-engineer-lgt-wealth-management-uk-llp","Data Engineer","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 Our ambitious growth strategy is underpinned by our commitment to enhance the client experience and deliver market leading personalised Wealth Management. We are embracing digital technology to help us achieve this ambition. Our Technology team, co-located with our business in the heart of the City of London, is central to achieving this ambition. We are investing in a modern technology stack, adopting a product-based approach to development, and delivering solutions through an agile framework. Our Technology team is responsible for: Software Development Data Engineering Infrastructure DevOps and Automation Service Delivery Project Management Brief Role Objective: As a member of the Data Development team, you will be responsible for developing ways to consolidate, analyse, and present our data to support the operations and future growth of our business. In this role you will be involved in a wide variety of high-profile business facing initiatives from developing data extracts and PowerBI reports to optimising the data warehouse to deliver data more quickly to the business each day. You will work with the Lead Data Engineer and other members of the Data Engineering team to deliver our new strategic enterprise data platform based on Snowflake and DBT, while also maintaining our legacy data platform. Key Responsibilities: Data warehouse design and implementation working towards the creation of a single source of truth. Development of data ingestion\u002Ftransformation pipelines using Fivetran, DBT and Gitlab. Creation of management information dashboards. Work with business analysts and end-users to plan and implement feature enhancements and changes to existing systems, processes and data warehouses. Working with internal staff and third parties (suppliers and partners) to plan and develop new databases, extracts and reports. Assist with the migration from legacy data platforms, software systems and reports to modem technologies. Create, test and maintain code in line with industry best practice and internal programming guidelines. Provide support of the systems developed to other IT teams and also to business users as required. Manage work using the JIRA project tracking software, ensuring all work completed is reflected in the tool. Able to work effectively and self-sufficiently in a fast-changing working environment. Adhere to all Information Security Policies. Completing other duties as directed. The nature of the role requires some work outside of normal business hours including weekends, evenings and public holidays. Requirements Key Skills and Competency Requirements: At least 2 years’ experience designing and implementing a full-scale data warehouse solution using Snowflake Expertise and excellent proficiency with Snowflake internals and integration of Snowflake with other technologies for data processing and reporting. Data Modelling using the Kimball Methodology. Experience in developing production-ready data processing pipelines using DBT. Experience in developing CI\u002FCD pipelines using Gitlab or similar. Comprehensive knowledge of data engineering, data modelling and ETL best practice Experience of working within a global team. Experience of working with multiple stakeholders as part of an Agile team. Desirable Skills: Experience in developing production-ready data ingestion and processing pipelines using Python. Experience of ingesting data into a data platform using Fivetran. Experience of developing BI dashboards using Power BI. Knowledge of security concepts relevant to Azure. Experience of workflow management tools such as Apache Airflow. 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 Die LGT ist die weltweit grösste Private Banking und Asset Management Gruppe im Besitz einer Unternehmerfamilie. Als Family Office des Fürstenhauses von Liechtenstein überzeugen wir Sie mit langjähriger Erfahrung in der Verwaltung grosser Vermögen.",{"id":533,"slug":534,"title":535,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":536},675,"figaro-developer-lgt-wealth-management-uk-llp","Figaro Developer","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: Our Technology team, co-located with our business in the heart of the City of London, is central to achieving this ambition. We are investing in a modern technology stack, adopting a product-based approach to development, and delivering solutions through an agile framework. Our Technology team is responsible for: Software Development Data Engineering Infrastructure DevOps and Automation Service Delivery Project Management Brief Role Objective: The development and QA teams are responsible for developing our core systems to the meet the changing needs of the business. The team is organised into Product teams, with development and test working alongside our Product Managers to continuously deliver change to the business. As a Figaro Developer within the Custody, Trading and Investments (CTI) Product development team, you will be responsible for configuring, integrating, developing and supporting our Figaro application. In this role you'll be involved in a wide variety of high-profile business facing initiatives. The position requires excellent knowledge of SQL and RPG and experience coding within the Figaro platform. Key Responsibilities: Collaborate with the internal development team and third-party suppliers to design and develop testable and supportable software solutions that deliver business value. Partner with Product Managers and business users to plan and implement feature enhancements and changes to existing systems and processes. Develop, test, and maintain program code in alignment with industry best practices and internal programming guidelines. Investigate and troubleshoot issues requiring expertise in the Figaro application. Support the migration from legacy software systems and applications to modern technologies. Actively participate in Agile ceremonies, continuously improving working practices to deliver business value more efficiently. Manage tasks using the JIRA, ensuring all completed work is accurately documented. Operate effectively and independently in a fast-paced and dynamic working environment. Comply with all Information Security Policies. Perform other duties as assigned. Requirements Key Skills and Technical Requirements: Excellent SQL knowledge Proficient in writing and maintaining complex SQL statements to meet business and system requirements Experience of DB2 SQL Extensive knowledge of the Figaro database Skilled in using the Figaro FEX tool.Excellent IBMi RPG programming skills Capable of creating and maintaining various object types (e.g., SQLRPGLE, CLLE, CMD, QMQRY) on the IBM iSeries. Extensive knowledge of the Figaro product In-depth understanding of the Figaro product and its key features in business applications. Ability to analyse business requirements and to investigate and analyse problems, in order design appropriate solutions. Excellent verbal and written communication abilities. Strong interpersonal skills with a focus on client service and attention to detail. Proven ability to meet project deadlines. Project professionalism, enthusiasm and a willingness to achieve results. At least 3 years experience as a Developer, in a regulated environment (e.g. banking \u002F financial services \u002F wealth management) Experience using Figaro Experience using JIRA Experience with See\u002FChange source control, TDD, and agile development methodologies would be beneficial 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 Die LGT ist die weltweit grösste Private Banking und Asset Management Gruppe im Besitz einer Unternehmerfamilie. Als Family Office des Fürstenhauses von Liechtenstein überzeugen wir Sie mit langjähriger Erfahrung in der Verwaltung grosser Vermögen.",{"id":538,"slug":539,"title":540,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":541},676,"front-office-risk-and-control-officer-lgt-wealth-management-uk-llp","Front Office Risk and Control Officer","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: Sitting within the Front Office, the role of the Front Office Risk & Control Team is to help ensure that good client outcomes are being achieved, and portfolios are being correctly managed in line with relevant regulatory standards, internal policies, and procedures. Brief Role Objective: The Front Office Risk & Control Officer will report into the Head of Front Office Risk & Control, with a strong focus on Suitability for our Discretionary Management Service and Wealth Planning Service. The Team also provide support to strategic initiatives and day-to-day issues which may arise – within both the Front Office function and wider business. Monitoring will include a combination of pre-planned assurance work together with dealing with ad hoc queries and requests for information. The role holder is expected to be passionately focused on good client outcomes and the prevention of foreseeable harms. Key Responsibilities: Support the design and upkeep of the Team’s monitoring processes to ensure adherence with key regulatory requirements and internal policies, procedures, group standards. Complete regular monitoring tasks (including Suitability), in line with the Team’s monitoring plan. A key focus of this role will include monitoring in relation to our Discretionary Management Services and Wealth Planning Services (e.g. pension accumulation, retirement planning, inheritance tax planning). Support the production and ongoing development of effective MI \u002F KPIs (at business, team, and individual level) to monitor ongoing competence, adherence to policies and procedures, and to demonstrate that the right client outcomes are being achieved. Support the resolution of any breaches of client mandates. Support production of periodic reports to Boards and Committees as required. Support Front Office staff and key stakeholders across the business, acting as a key contact for first line Suitability matters. Strong collaboration and sharing of best practice with teams within the Front Office and the wider business, including Risk & Compliance. Support the delivery of key Front Office Risk & Control initiatives - developments within the team, with a focus on efficiency, intelligent use of data and, where appropriate, help introduce automation. To coordinate and provide Suitability related training as agreed. Requirements Key Skills and Technical Requirements: Educated to degree level or equivalent professional experience. Experience of working in a discretionary or advisory investment management environment with a focus on Retail investors. Awareness of the current financial services environment. Relevant industry or professional Compliance qualification. Other Skills and Attributes: Strong knowledge and application of FCA Suitability requirements; and good knowledge of FCA conduct of business rules as they relate to both discretionary portfolio management and wealth planning services. Strong knowledge and awareness of the relevant rules and guidance of the JFSC and SEC. Client centric. Investment focused - good understanding of client investment needs; a working knowledge of fixed income, equity and cash type instruments, investment concepts and characteristics. Strong interpersonal skills and teamwork - an ability to build and nurture relationships with a diverse range of personalities at a variety of different levels in addition to leading a team. Strong presentation and communication skills. Strong negotiation and influencing skills: capable of representing the client which may necessitate constructively challenging Investment Managers \u002F Wealth Planners. Attention to detail and strong focus on accuracy of information. Self-confident and able to influence effectively. Self-motivated. 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 Die LGT ist die weltweit grösste Private Banking und Asset Management Gruppe im Besitz einer Unternehmerfamilie. Als Family Office des Fürstenhauses von Liechtenstein überzeugen wir Sie mit langjähriger Erfahrung in der Verwaltung grosser Vermögen.",{"id":543,"slug":544,"title":545,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":546},677,"product-manager-custody-trading-and-investment-12-month-ftc-lgt-wealth-management-uk-llp","Product Manager – Custody, Trading and Investment (12 month FTC)","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 Transformation team was introduced in January 2023, responsible for product management across all business and client facing technology and tasked with leading the company's long term digital transformation strategy. The Head of Business Transformation reports to the CEO of LGT Wealth Management. The team are responsible for driving innovation, engaging with all business units to ensure we continue to challenge and improve our processes, systems, products and services to ensure we are positioned to meet the future expectations of our clients and support the growth of the business. The team are responsible for the product management of front office and client facing technology, including but not limited Client Lifecycle Management (CLM), Portfolio Management, Custody Services, Research and Client Portals. Brief Role Objective: The Product Manager will work closely with the Lead Product Manager for Investments. They will take ownership of the alignment and product development of our investment operations proposition, including but not limited to Custody, IBOR, dealing and settlements. As a Product Manager, you will be part of the team charged with integrating and improving a key part of the LGT WM Business, with the goal of delivering innovative, efficient solutions to support the business. The Product Manager will bridge the gap between technology and the business, nurturing a long-standing collaborative partnership. To succeed in this role, you must be able to: collaborate with senior business stakeholders, be commercially minded, constantly develop your business knowledge and awareness, be comfortable working with APIs and be able to work within a long-standing Agile team. Key Responsibilities: Acting as the subject matter expert to developers and vendors around deliverable outcomes Understand the needs of key business stakeholders and ensure their requirements are understood and turned into actionable agile user stories. Communicate the value \u002F benefits delivered by the product team to relevant stakeholders and governance groups, taking ownership of the portfolio management and research ecosystem. Take the lead in product updates, giving regular demos and training across the business. Articulate the product vision and how each story supports that vision. Working in the grey areas, totally comfortable with ambiguity and able to find a way forward. Able to translate human into tech and vice versa. Lead an agile product team delivering high quality well written user stories and acceptance criteria. For internal systems, own the product backlog and be responsible for ensuring the backlog is refined, transparent and clear to all, and show what the team will work on next For external systems, support the management of relationships with multiple vendors, facilitate release planning and ensure the product roadmap aligns to the overall team strategy and objectives. Liase with wider product teams to determine any product dependencies and negotiate to avoid blockages. Ensure that all design and delivery is robustly managed in terms of conduct, delivery and operational risk in line with LGTWM's business standards. Requirements Key Skills and Competency Requirements: Direction – is well informed about the business and strategic context. Keeps moving forwards and loves change Alignment – works across team boundaries to share perspectives and maximise efficiencies. Well connected and maintains broad set of relationships, laser focussed on the vision Commitment – shares success and openly acknowledges high performers. Has humility, acknowledges shortcomings and can admit error Behaviours – passion to challenge the status quo with an experimental mindset to drive innovation Collaborative – Thrives in a team, builds and nurtures great relationships and shares knowledge openly Experience, Qualifications and other requirements specific to the role: Degree level 5+ years Product Manager experience Experience of transformational change Experience working with APIs, microservices and distributed architecture Experience working with external vendors across Portfolio Management or Investment Services Experience leading teams in an agile setting, delivering continuous change into a production environment Has worked in financial services setting, preferably within Asset Management, Wealth Management or Private Banking Excellent spoken and written English. 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 Die LGT ist die weltweit grösste Private Banking und Asset Management Gruppe im Besitz einer Unternehmerfamilie. Als Family Office des Fürstenhauses von Liechtenstein überzeugen wir Sie mit langjähriger Erfahrung in der Verwaltung grosser Vermögen.",{"id":548,"slug":549,"title":550,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":551},43350,"administrative-assistant-lgt-wealth-management-uk-llp","Administrative Assistant","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: Our business is responsible for managing client portfolios on a bespoke basis. We are involved in a broad range of activities including portfolio management, investment analysis and relationship management. Each team prides itself on the quality of service it provides their clients ensuring that they have adopted a robust investment process to best manage the investment interests of their clients. We have developed long standing relationships with our clients, some over 20 years and are seen by many as trusted advisors to them and their families. The foundations of the team are built on technical excellence and integrity to ensure that our clients receive the best possible service. The team pools its wealth of knowledge from the individuals within it who are experts in their field and have many years experience, to ensure that the client receives a first class service in terms of investment advice. Brief Role Objective: Be part of a team that provides general and administrative support to the Partners, Investment Managers\u002FAssistants to ensure that the client receives a first class service. Responsible for ensuring that client related, administrative and organisational tasks are completed accurately, efficiently and in a timely manner. 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\u002Fcash transfers to meet our client service standards and keep all relevant internal and external parties informed. Assist the Investment Assistants in providing 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. 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. Monitor and assist with email query’s and requests. Proficient in the use of all internal and external systems and information feeds. Assist on collating LGT Lombard Lending account opening and credit documentation. To assist the Investment Assistants and carry out ad-hoc administration tasks for the team as required Attend regular forums to ensure knowledge of the business and industry is keep up to date. Manage your team’s diary and book meetings as and when requested. Monitor and deal with expenses where requested to do so. Requirements Key Skills and Technical Requirements: Generates new ideas\u002Finitiatives to ensure the effectiveness of the Team. Looks for ways to improve current processes. Good working knowledge of the Microsoft Office suite of products, in particular, Excel but also Outlook and Word. Understanding of front office systems is desirable. Other Skills and Attributes: Takes initiative for own work, but also works well as part of a team. Acts at all times in a professional manner. Conducts role in accordance with LGT’s procedures, within individual authorisation levels and in a compliant manner. Accuracy and attention to detail and will take time to double check work. Strong communication skills; both verbal and written. Strong numeracy skills Flexibility with a willingness to learn and take on new tasks and learn fast Deals with all matters promptly, professionally and effectively without being reminded. Readily assists the team in achieving its objectives. Ability to prioritise and manage workload whilst responding to urgent requests as they arise. Follows tasks through to the end. Makes effective use of time in order to carry out tasks to the appropriate standard. Willingness to work towards qualifications in line with the firms policies and procedures. 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 Die LGT ist die weltweit grösste Private Banking und Asset Management Gruppe im Besitz einer Unternehmerfamilie. Als Family Office des Fürstenhauses von Liechtenstein überzeugen wir Sie mit langjähriger Erfahrung in der Verwaltung grosser Vermögen.",{"id":553,"slug":554,"title":555,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":556},43351,"business-development-manager-lgt-wealth-management-uk-llp","Business Development Manager","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 the IFA community as a whole. We are involved in a broad range of activities including: Developing Intermediary relationships across the UK and Ireland On-boarding of new clients either through our Model Portfolio Service or bespoke solutions Proactively marketing the Firm to the Financial Advisors, Accountants and Lawyers Working in partnership with IFAs to tailor advice\u002Fresources for their client base Brief Role Objective: To deliver predominantly telephone-based support to the lead Business Development Directors in the promotion of LGT Wealth Management UK LLP to the intermediary market, with the objective of increasing the firm’s Assets under Management (AUM). The role will act as an ambassador for the firm, proactively developing and maintaining intermediary relationships through regular telephone contact, handling enquiries and supporting business development activity in line with the firm’s strategic objectives. Key Responsibilities: Promote and communicate LGT Wealth Management UK LLP’s business development strategy to intermediaries through proactive telephone contact, structured follow-up and ongoing relationship management, presenting the firm’s proposition clearly, maintaining regular contact with priority intermediary firms and aligning discussions with the wider Business Development team’s objectives. Proactively support the generation of Assets under Management (AUM) from the intermediary sector, in line with targets agreed with the Head of Business Development. Assist the Business Development Director in generating new business opportunities and developing new intermediary contacts through outbound calling and relationship-building activity, in line with the team’s strategy and plans. Support the Business Development Director in promoting LGT Wealth Management UK LLP to IFAs and other intermediaries who influence the buying decision. Introduce Investment Managers to relevant intermediary contacts and refer opportunities internally or externally where appropriate to strengthen relationships and support business growth. This includes coordinating follow-up activity, ensuring introductions are timely and appropriate. Research market developments, competitor activity and intermediary feedback to identify potential areas of growth and support the development of new business initiatives. Requirements Key Skills and Technical Requirements: Thorough understanding of internal and external systems Proficient levels of Microsoft Office skills especially Excel, Word & PowerPoint To keep abreast of developments in the financial industry along with any regulatory changes. To comply with LGT Wealth Management UK’s policies and procedures. Work towards an approved level 4 qualification to gain diploma status Other Skills and Attributes: To understand Clients’ objectives and strategic intent. Maintain close control during the pitch process and on occasion run Client accounts directly Contribute constructively to discussions and meetings as appropriate. Ensure that all account relationships, activities or management of Client relationships do not expose LGT Wealth Management UK LLP to unacceptable levels of legal, regulatory, operational or reputational risk. Act at all times in a professional manner. Keep accurate records of all meetings attended and follow up on leads as and when appropriate Entrepreneurial, self-motivated and target driven. Actively participate in and promote the sharing of knowledge. Excellent networking, presentation and communication skills. Ensure all tasks are conducted in an accurate, efficient and timely manner in accordance with LGT Wealth Management UK's procedures. Ensure that all entertainment is cost effective and expenses are kept to a reasonable level. Actively assist others when required to ensure that the team meets its objectives. 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 Die LGT ist die weltweit grösste Private Banking und Asset Management Gruppe im Besitz einer Unternehmerfamilie. Als Family Office des Fürstenhauses von Liechtenstein überzeugen wir Sie mit langjähriger Erfahrung in der Verwaltung grosser Vermögen.",{"id":558,"slug":559,"title":560,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":561},43355,"trainee-investment-manager-lgt-wealth-management-uk-llp-2","Trainee Investment Manager","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 team’s primary goal is to help UHNW clients enhance their wealth. We are involved in a broad range of activities including Investments, Strategy, Planning\u002FStructuring, and Lending. The foundations of the team are built on technical excellence and integrity to ensure that the client receives a holistic wealth management service. The team pools its wealth of knowledge from the individuals within it who are experts in their field to ensure that the client receives a first class service in terms of investment advice. Brief Role Objective: To provide high-quality investment, administrative, organisational, client-service and workflow support primarily to two Investment Managers, while also contributing to the wider team’s responsibilities and objectives. The role is responsible for helping ensure that client-related tasks, follow-ups, reporting, CRM records and the calendar of client commitments are completed accurately, efficiently and in a timely manner. The individual will build up to have regular contact with the UHNW client base, dealing with enquiries and providing support at client meetings where appropriate. The successful candidate will bring ownership, structure, strong follow-through and a proactive approach to turning open matters into completed work. Key Responsibilities: Provide day-to-day support primarily to two Investment Managers, while remaining flexible and available to assist the wider team and the Firm with shared responsibilities as required. Assist with all aspects of client contact, including ongoing and regular reporting requirements and ad-hoc reporting requirements. Help manage workflow, follow-ups, CRM updates and the calendar of client commitments, ensuring actions are tracked accurately, progressed proactively and seen through to completion. Act as the liaison with the Dealers and Back Office on the settlement of deals and keep the Investment Managers and wider team abreast of any irregularities. Maintain client lists and information, including spreadsheets\u002Fdatabases as required, including Bloomberg sheets. Review and coordinate corporate actions, including open offers and rights issues, and instruct the Corporate Actions team accordingly. Provide analytics for the Investment Managers and the team, including performance, asset allocation reports and capital gains analysis. Ensure that all current\u002Fnew client account data is complete, up-to-date and accurate at all times. Be responsible for the production of high-quality reports and presentations for existing and prospective clients, including the collation and distribution of valuations and end-of-year packs. Deal with client correspondence and queries in a clear, professional and timely manner. Monitor portfolio content and performance for Investment Partners\u002FInvestment Managers. Place and process trades in line with client instructions for advisory and execution-only portfolios, liaising with Dealers and ensuring adherence to internal procedures and regulatory requirements. Ensure all prospects are stored on the relevant database and all client correspondence is filed appropriately. Prepare and collate research and investment recommendations for the Investment Partners\u002FInvestment Managers. Attend client meetings with Investment Partners\u002FInvestment Managers where appropriate, ensuring review meetings and reports are scheduled, produced to a high standard and delivered on time. Support business development activity, including prospect tracking, preparation of materials, follow-up actions and the effective completion of routine or administrative tasks required to progress opportunities. Attend seminars and functions as required. Monitor external custodians for accuracy and timeliness of processing. Requirements Key Skills and Technical Requirements: Demonstrates strong ownership, high standards and pride in the quality of their work, with excellent attention to detail across all aspects of work. Is structured, organised and calm under pressure, with the ability to create and maintain practical systems that improve day-to-day workflow. Acts as a proactive self-starter who applies sound judgement and deals with matters promptly, professionally and effectively, demonstrating ownership and reliable follow-through. Is confident using Excel and PowerPoint to a high standard, including the preparation of polished client materials, clear presentations and accurate analysis. Comfortable utilising AI, digital and productivity tools to support efficiency and quality of output. Has, or is willing to develop, a sound understanding of markets, investments and financial planning concepts; prior exposure to financial planning would be advantageous. Generates practical ideas\u002Finitiatives to help promote the firm to potential clients and improve the client experience. Is resilient and adaptable in a fast-paced environment, balancing varied responsibilities with care, consistency and professionalism while readily assisting the team and the Firm in achieving their objectives. Other Skills and Attributes: Conducts the role in accordance with LGT’s procedures, within individual authorisation levels and in a compliant manner. Brings a team-oriented approach, combining reliability and discretion with the confidence to ask questions and challenge constructively when appropriate. Has a genuine interest in clients, their objectives and the delivery of good client outcomes. Communicates clearly, warmly and precisely, both verbally and in writing, while acting at all times in a professional, discreet and compliant manner. Proactively maintains knowledge of the financial services industry and any regulatory changes . Willing to proactively work towards professional qualifications in line with internal requirements. 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 Die LGT ist die weltweit grösste Private Banking und Asset Management Gruppe im Besitz einer Unternehmerfamilie. Als Family Office des Fürstenhauses von Liechtenstein überzeugen wir Sie mit langjähriger Erfahrung in der Verwaltung grosser Vermögen.",{"id":563,"slug":564,"title":565,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":566},21562,"agile-delivery-lead-12-month-ftc-lgt-wealth-management-uk-llp","Agile Delivery Lead (12-month FTC)","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: Our ambitious growth strategy is underpinned by our commitment to enhance the client experience and deliver market leading personalised Wealth Management. We are embracing digital technology to help us achieve this ambition. Our Technology team, co-located with our business in the heart of the City of London, is central to achieving this ambition. We are investing in a modern technology stack, adopting a product-based approach to development, and delivering solutions through an agile framework. Our Technology team is responsible for: Software Development Data Engineering Infrastructure DevOps and Automation Service Delivery Project Management Brief Role Objective: LGT Wealth Management UK LLP is strongly focused on delivering great experiences for clients and staff by using technology in creative and engaging ways. We have identified several gaps in our current client reporting offering are about to embark on implementing Addepar’s cloud-based platform solution. Addepar is a portfolio management and data platform for asset owners, advisors, investment managers and more, specialising in data aggregation, portfolio analytics, report and forecasting. As the Agile Delivery Lead, you’ll be responsible for the successful delivery of the Addepar programme of work. Key Responsibilities: Resolves risks, issues, interdependencies and manages external relationships on behalf of the project team ensuring they are set up for success Leads the project team on the use of Agile practices and principles, including facilitation of Agile ceremonies Keeps the team focussed on high priority work and the Definition of Done Owns delivery plans and leads the team through the breakdown of tasks, planning and estimation Manages project roadmap, ensuring clear communications with stakeholders Optimises the flow of work through the project team by establishing a data-driven culture and a repeatable, structured, and disciplined approach to the Agile process Prepares and distributes reports on the performance of the product team – including cadence, velocity, and burndown against its commitments Creates a harmonious environment, managing conflict quickly and appropriately, creating a trusting and co-operative environment to enable the team to perform to its optimal level Requirements Key Skills and Technical Requirements: Excellent knowledge of Agile frameworks (i.e. Scrum, Kanban) and Scrum techniques and artefacts (such as Definition of Done, user stories, automated testing, backlog refinement) Detailed understanding of software development life cycle Excellent knowledge of Jira to execute agile product delivery Creative and analytical thinker with strong problem-solving skills Excellent organisational, written, and verbal communication, and time-management skills Minimum 3 years of experience in similar role, ideally in Financial Services. Whilst they may not have been an engineer themselves, they will be able to speak the language and coach the team in how break down technical tasks and dependencies. 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 Die LGT ist die weltweit grösste Private Banking und Asset Management Gruppe im Besitz einer Unternehmerfamilie. Als Family Office des Fürstenhauses von Liechtenstein überzeugen wir Sie mit langjähriger Erfahrung in der Verwaltung grosser Vermögen.",{"id":568,"slug":569,"title":570,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":571},21563,"research-analyst-12-month-ftc-lgt-wealth-management-uk-llp","Research Analyst - 12 month FTC","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 Brief Role Objective: This role involves working within the fixed income research team to analyse bonds and fixed income securities, assessing their suitability for LGT Wealth Management while following our investment ethos. You will produce detailed research notes for new and existing securities that highlight their structure, sources of return, associated risks, and client suitability. Key Responsibilities: Conduct bottom-up analysis using published issuer financial statements, credit metrics, and relevant market data; adept at detailed spreadsheet work and data quality standards Analyse fixed income instruments, including government and corporate, as part of ongoing research and upon request. Support sector or regional coverage responsibilities as directed. Maintain and update security spreadsheets and issuer databases. Clearly articulate why fixed income securities are selected and how they meet LGT Wealth Management criteria. Produce high-quality and client-friendly research notes, summarising investment rationale, risks, and rewards. Collaborate with colleagues across the Fixed Income and broader Investment teams; contribute to team discussions and shared initiatives, avoiding silos. Engage with the Fixed Income Investment Committee to assist with additions, removals, or renewals on the approved list. Work closely with wealth managers and portfolio managers to understand their requirements and provide research support. Attend client meetings with team members as needed, helping to explain fixed income positions and market views. Requirements Key Skills and Technical Requirements: Bachelor’s degree or equivalent Working towards or completed IMC and\u002For CFA Other Skills and Attributes: Intellectual curiosity Excellent written communication skills. An interest in financial markets and some understanding of the key market drivers Strong analytical skills. Good organisational skills with the ability to prioritise and meet deadlines. Personable, with the ability to build relationships with key external and internal stakeholders. Self-starter, motivated and confident in their ability to understand the investment process. Strong IT skills: particularly MS Excel, Word, PowerPoint and Outlook. Proficiency with financial data systems will be required, e.g. Bloomberg, Factset and Morningstar. Financial modelling and sensitivity analysis, using software such as MS Excel, is also advantageous 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 Die LGT ist die weltweit grösste Private Banking und Asset Management Gruppe im Besitz einer Unternehmerfamilie. Als Family Office des Fürstenhauses von Liechtenstein überzeugen wir Sie mit langjähriger Erfahrung in der Verwaltung grosser Vermögen.",{"id":573,"slug":574,"title":575,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":576},21564,"senior-regional-administration-assistant-lgt-wealth-management-uk-llp","Senior Regional Administration Assistant","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 Wealth Planning team is responsible for the provision of comprehensive financial planning advice to individuals, companies, partnerships and trusts. We work with our clients to create a bespoke financial plan, considering the whole of the market in order to find the best financial planning solutions. We are involved in a broad range of activities including: Cash flow analysis Psychometric risk profiling Retirement planning Pension aggregation Income tax planning Inheritance tax planning Business planning Protection for death Protection for illness Savings Long term investments Offshore and international planning for non-domiciled and non-resident clients Venture Capital Trust, Enterprise Investment Scheme and Business Relief advice Brief Role Objective: This role is a key role within the Wealth Planning team given the continued expansion of the regional Wealth Planning offering This role requires a high level of organisation skills to act as the first point of contact for the regional Wealth Planner’s in relation to Wealth Planning procedures and administration The objective of the administration team is to provide a high level of administrative support to the Wealth Planning team Key Responsibilities: To work alongside the Interim Head of Administration and Operations (HOAO) to manage and coordinate regional administration and drive efficiencies, where possible. To work with the Regional Health of Wealth Planning (RHWP) to ensure effective servicing and delivery of the regional Wealth Planning proposition To work alongside the HOAOO & RHWP to propose and implement any necessary changes to improve the regional administrative processes and overall efficiency Providing administrative assistance to the regional Wealth Planners in the seamless servicing of the Wealth Planning client base. To issue and follow up on information requests to pension providers and life\u002Finvestment companies To submit and process new business, adhering to compliance requirements and internal processes To process SIPP contributions, transfers, withdrawals, as well as gaining an understanding of bonds (onshore and offshire) to manage the processing of top-up and withdrawals Using Figaro to produce valiations, monitor transaction activity and reconcile client data To manage the ongoing client review process for the regional Wealth Planners To maintain the Intelligent Office database including supervisor access, fund updates, template creation Ensure the regional administration team is working effectively with other wealth planning units To ensure that the regional Wealth Planners are adhering to Wealth Planning policies and procedures To work alongside the Interim HOAO with ensuring appropriate quality of file checks for the regional Wealth Planners This role may over time directly line manage regional administrators Requirements Key Skills and Technical Requirements: Prior experience of financial services products and procedures obtained working in another private client environment\u002FIFA practice Adept at keeping up to date with legislative changes within the industry which may impact on administrative procedures and processes Proficient IT skills and competent in the use the Microsoft suite, including but not limited to Microsoft Office, Excel, Work, Teams and One Note Detailed knowledge and proficiency of Voyant and Finametrica Other Skills and Attributes: Broad knowledge of wealth planning product\u002Fservice providers and their administrative procedures is essential to the role. Excellent attention to detail The ability to apply critical thinking, initative and prioritse workload Professional telephone manner and confident when speaking to clients and colleagues Strong numerial literacy and excellent verbal and written communication skills Good time management skills Strong communication 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 Die LGT ist die weltweit grösste Private Banking und Asset Management Gruppe im Besitz einer Unternehmerfamilie. Als Family Office des Fürstenhauses von Liechtenstein überzeugen wir Sie mit langjähriger Erfahrung in der Verwaltung grosser Vermögen.",{"id":578,"slug":579,"title":580,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":581},35482,"senior-investment-assistant-lgt-wealth-management-uk-llp","Senior Investment Assistant","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 Brief Role Objective: As a Senior Investment Assistant, you will serve as a pivotal member of the support team, providing expert general and administrative assistance to our Investment Managers to ensure the highest standard of client service. In addition to managing complex client-related, administrative, and organisational tasks, you will act as a key point of contact for internal and external stakeholders, oversee the quality of services delivered by the team, and mentor junior colleagues. You will take ownership for account openings and regulatory compliance whilst actively contributing to cross-team initiatives and process improvements, and represent the admin team in firm-wide projects and committees. Your experience and leadership will be essential in resolving escalated queries, driving operational excellence, and ensuring continued adherence to best practices and industry standards. Key Responsibilities: Act as the main point of contact for administrative queries, both internally and externally, related to the team’s clients. Maintain a thorough understanding of the clients managed by the team to provide high-quality administrative services. Provide accurate and timely support with trading requirements, consistently meeting cut‑off times and ensuring all actions align with client objectives.” Oversee the quality and quantity of administrative services provided to clients on behalf of the team. Act as the team's account opening specialist, ensuring all account opening processes are executed with precision, efficiency, and in full compliance with regulatory and internal standards. Delegate day-to-day responsibilities amongst the investment support team, providing guidance on work allocation, output, and professional development. Escalate where required to the Team Support Manager, to ensure continuity and the smooth execution of daily operations. Build and maintain strong collaborative relationships with colleagues in other departments. Particularly with teams we work closely with such as Client Due Diligence, Data Team, Transfers, Treasury etc and others we closely interact with to ensure seamless cooperation and effective workflow. Serve as a reference point for resolving internal queries related to administrative processes and client matters. Actively participate in the FO Assistant Forum, contributing ideas and process improvements. Assist with the firm-wide implementation of projects or systems related to the support function. Ensure all administrative processes comply with regulatory requirements and internal policies. Take on more complex work to establish yourself as a technical expert within the team. Requirements Market, clients and competitors - Essential: Generates new ideas\u002Finitiatives to ensure the effectiveness of the Team. Looks for ways to improve current processes. Other skills, competencies and attributes: This role is open to those who have previously worked in a Front Office environment in a similar role Appropriate Level 4 qualification e.g. Investment Advice Diploma (IAD) Takes initiative for own work but also works well as part of a team. Acts at all times in a professional manner. Conducts role in accordance with LGT Wealth Management’s procedures, within individual authorisation levels and in a compliant manner. Accuracy and attention to detail and will take time to double check work. Strong communication skills; both verbal and written. Flexibility with a willingness to learn and take on new tasks. Deals with all matters promptly, professionally and effectively without being reminded. Readily assists the team in achieving its objectives. Ability to prioritise and manage workload whilst responding to urgent requests as they arise. Follows tasks through to the end. Makes effective use of time in order to carry out tasks to the appropriate standard. Has a positive, collaborative, and solutions‑focused mindset and is able to influence constructive working relationships across the office. IT: Good working knowledge of the Microsoft Office suite of products, in particular, Outlook, Excel and Word. 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 Wealth Management UK LLP Human Resources Alex Johnson Die LGT ist die weltweit grösste Private Banking und Asset Management Gruppe im Besitz einer Unternehmerfamilie. Als Family Office des Fürstenhauses von Liechtenstein überzeugen wir Sie mit langjähriger Erfahrung in der Verwaltung grosser Vermögen.",{"id":583,"slug":584,"title":560,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":585},43353,"trainee-investment-manager-lgt-wealth-management-uk-llp","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 primary goal is to service HNW\u002FUHNW clients enhance their wealth through direct relationships as well as through intermediaries. We are involved in a broad range of activities including Investments, Strategy and Planning\u002FStructuring. The foundations of the team are built on technical excellence and integrity to ensure that the client receives a holistic wealth management service. The team pools its wealth of knowledge from the individuals within it who are experts in their field to ensure that the client receives a first class service in terms of investment advice Brief Role Objective: To provide general, administrative and operational support to Investment Partners and Investment Managers to ensure that clients and third party advisers receive 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 third party advisers, dealing with their enquiries and providing support at client and adviser meetings where appropriate Key Responsibilities: Assist the team with all aspects of client and adviser contact, including ongoing and regular reporting requirements and ad-hoc reporting requirements. Acts as the liaison with the Dealers and Back Office on the settlement of deals and keeps the team abreast of any irregularities. Maintaining client lists and information including spreadsheets\u002Fdatabases, as well as supporting the Investment Manager and Partner with the preparation of book-wide trading. Review and advise on corporate actions i.e. looking at open offers and rights issues. Instruct the Corporate Actions team accordingly. Provide all analytics for the team, including performance, asset allocation reports and capital gains. Ensures that all current\u002Fnew client account data is complete, up-to-date and accurate at all times. Responsible for the production of reports and presentations for existing and prospective clients including the collating and distribution of valuations and end of year packs. Dealing with client and adviser correspondence and queries. Monitoring portfolios in terms of content and performance for Investment Partners\u002FInvestment Managers. Ensure all prospects are stored on the relevant database and all client correspondence on file. Assisting the Investment Manager and Partner with investment research and assessment. May attends client meetings with Investment Partners\u002FInvestment Managers where appropriate, with all review meetings and reports scheduled, produced to a high standard and delivered on time Attendance of seminars and functions as required. Monitor external custodians for accuracy and timeliness of processing. Maintain effective working relationships with key external contacts, including private clients, third party advisers, intermediaries and external asset managers. Requirements Key Skills and Technical Requirements: Good working knowledge of the Microsoft Office suite of products. Some experience of working with AI systems (e.g. ChatGPT, Claude etc.) would be beneficial although not necessary. Previous work experience in a Front Office environment in a Trainee Investment Manager position, ideally within Wealth Management, would be beneficial although not necessary. Investment Diploma Advice (IAD) is advantageous, with a willingness to proactively work towards professional qualifications in line with internal requirements. Undertakes sufficient professional development for the role including CPD (log to be maintained). Other Skills and Attributes: Keeps abreast of all relevant developments in the financial services industry and any regulatory changes which may affect the team. Generates new ideas\u002Finitiatives to help promote firm to potential clients. Keeps accurate client records and ensures these are held in the appropriate format on the relevant database. Takes initiative for their own work within an understood framework of scope and authority. Acts at all times in a professional manner. Deals with all matters promptly, professionally and effectively 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. Adhere to all company-wide policies, procedures and compliance requirements. Excellent verbal and written communication skills. Good attention to detail. 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 Die LGT ist die weltweit grösste Private Banking und Asset Management Gruppe im Besitz einer Unternehmerfamilie. Als Family Office des Fürstenhauses von Liechtenstein überzeugen wir Sie mit langjähriger Erfahrung in der Verwaltung grosser Vermögen.",{"id":587,"slug":588,"title":589,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":590},48680,"investment-assistant-12-month-ftc-lgt-wealth-management-uk-llp","Investment Assistant - 12-month FTC","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 team manages globally diversified portfolios for domestic and international clients, building enduring relationships with UHNW and HNW private clients, their families, trustees and directors. With broad experience across private clients, trusts, charities and corporates, we provide holistic wealth management advice spanning investments, strategy and structuring, underpinned by technical excellence and integrity. Brief Role Objective: Be part of a team that provides general and administrative support to the Partners, Investment Managers\u002FAssistants to ensure that the client receives a first class service. Responsible for ensuring that client related, administrative and organisational tasks are completed accurately, efficiently and in a timely manner. Key Responsibilities: Collate and distribute account opening packs and ensure that they are fully and accurately completed and that all necessary documentation is provided. Provide regular and ad-hoc information and to clients ensuring that documents and reports are accurate, consistent and dispatched to timetable. Monitor the progress and timeliness of account opening and asset\u002Fcash transfers to meet our client service standards and keep all relevant internal and external parties informed. Assist in resolving client queries regarding their portfolios or account opening. Making payments for clients Preparing meeting packs for clients ensuring all data is accurate and up to date Prepare Investment Policy Statements ensuring that information around client’s objectives, risk profile and financial situation is accurately recorded and that any discrepancies are investigated and resolved. Ensuring correspondence and reporting is clear and not misleading, technically accurate and tailored to the client’s level of knowledge and understanding Liaise effectively with external custodians and providers to obtain information required for clients. Carry out ad-hoc administration tasks for the team as required. Proficient in the use of all internal and external systems and information feeds. Support for the Trainee Investment Managers on presentations, reports and analysis Requirements Key Skills and Technical Requirements: Good working knowledge of the Microsoft Office suite of products, in particular, Excel but also Outlook and Word. Understanding of front office systems is desirable. Other Skills and Attributes: Takes initiative for own work, but also works well as part of a team. Acts at all times in a professional manner. Conducts role in accordance with LGT’s procedures, within individual authorisation levels and in a compliant manner. Accuracy and attention to detail and will take time to double check work. Strong communication skills; both verbal and written. Strong numeracy skills Flexibility with a willingness to learn and take on new tasks and learn fast Deals with all matters promptly, professionally and effectively without being reminded. Readily assists the team in achieving its objectives. Ability to prioritise and manage workload whilst responding to urgent requests as they arise. Follows tasks through to the end. Makes effective use of time in order to carry out tasks to the appropriate standard. A knowledge of private equity investments is beneficial 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 Die LGT ist die weltweit grösste Private Banking und Asset Management Gruppe im Besitz einer Unternehmerfamilie. Als Family Office des Fürstenhauses von Liechtenstein überzeugen wir Sie mit langjähriger Erfahrung in der Verwaltung grosser Vermögen.",{"id":592,"slug":593,"title":594,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":595},48681,"marketing-executive-lgt-wealth-management-uk-llp","Marketing Executive","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 Digital and Communications Website: manage updates to the LGT Wealth Management and LGT Wealth Management US websites. Social media: work with the Digital Marketing Manager to produce high quality social media posts that support our overall marketing strategy and drive engagement. Client communications: support the weekly, monthly and quarterly communications process for clients. Internal communications: maintain the Marketing & Comms section of our intranet keeping it up to date. Events Support the Marketing Manager, Events Manager and the wider team on the delivery of the events programme for private clients, encompassing client hospitality and educational events such as wine tastings, receptions and conferences. Support the team on the delivery of the firm’s virtual webinar programme. Manage all aspects of the firm’s golf club partner relationship. Support the creation of ad hoc event collateral such as invitations for internal stakeholders. Branding Act as brand guardian, ensuring that brand and communications guidelines are maintained across marketing assets. Update the firm’s core pitch presentation on a monthly basis and review individual presentations as required to ensure all content and formatting is correct and in line with LGT brand guidelines. Work with external design agency on updates to the firm’s literature suite and creation of design assets. Support video production in-house (training can be provided). Printing and Merchandise Coordinate and maintain all branded merchandise, including inventory management, and ensure that all merchandise meets the firm’s brand guidelines and is suitable for the target audience. Manage the creation of printed and digital business cards. Where necessary, assist in the idea generation and sourcing of new branded merchandise materials. Manage the ordering and distribution of printed assets, maintaining appropriate print records. Campaigns and Projects Support the marketing team on projects and campaigns they are leading on, as and when required. Maintain marketing administration for the department. Client Gifts Take ownership for seasonal client gifting, including sourcing suitable gift options, communicating with the Front Office and managing the timely distribution. Requirements Key Skills and Technical Requirements: Positive, can do-attitude. Able to use your initiative, prioritise and manage your workload. Creative with good written and verbal communication skills with a high level of attention to detail. A well-organised team player, with a willingness to pitch in. Ability to work independently on projects and bring in other team members or external agencies as required. Good working knowledge of the Microsoft Office suite of products, especially Excel, Word and PowerPoint. Experience working in Adobe InDesign, Photoshop and Illustrator (desirable but not a must, training will be given). Other Skills and Attributes: Ability to communicate with internal and external stakeholders. 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 Katie Walker Die LGT ist die weltweit grösste Private Banking und Asset Management Gruppe im Besitz einer Unternehmerfamilie. Als Family Office des Fürstenhauses von Liechtenstein überzeugen wir Sie mit langjähriger Erfahrung in der Verwaltung grosser Vermögen.",{"id":597,"slug":598,"title":560,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":599},48683,"trainee-investment-manager-lgt-wealth-management-uk-llp-3","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 primary goal is to service HNW\u002FUHNW clients enhance their wealth through direct relationships as well as through intermediaries. We are involved in a broad range of activities including Investments, Strategy and Planning\u002FStructuring. The foundations of the team are built on technical excellence and integrity to ensure that the client receives a holistic wealth management service. The team pools its wealth of knowledge from the individuals within it who are experts in their field to ensure that the client receives a first class service in terms of investment advice Key responsibilities Directly supporting three Investment Managers with all aspects of client and adviser contact, including ongoing regular and ad hoc reporting requirements. Dealing with client and adviser correspondence and queries. Assisting the Investment Managers with investment research and assessment of new opportunities. Monitoring portfolio performance and asset allocation for Investment Managers. Acting as the liaison with the Dealers and Back Office on the settlement of deals and keeps the team abreast of any irregularities. Maintaining client lists and information including spreadsheets\u002Fdatabases, as well as supporting the Investment Manager and Partner with the preparation of book-wide trading. Review and advise on corporate actions i.e. looking at open offers and rights issues. Instruct the Corporate Actions team accordingly. Provide all analytics for the team, including performance, asset allocation reports, and capital gains. Ensures that all current\u002Fnew client account data is complete, up-to-date, and accurate at all times. Responsible for the production of reports and presentations for existing and prospective clients including the collating and distribution of valuations and end of year packs. Ensure all prospects are stored on the relevant database and all client correspondence on file. May attend client meetings with Investment Managers where appropriate, with all review meetings and reports produced to a high standard and delivered on time Attendance of seminars and functions as required. Monitor external custodians for accuracy and timeliness of processing. Maintain effective working relationships with key external contacts, including private clients, third-party advisers, intermediaries, and external asset managers. Requirements Key Skills and Technical Requirements: Good working knowledge of the Microsoft Office suite of products. Some experience of working with AI systems (e.g. ChatGPT, Claude etc.) would be beneficial although not necessary. Previous work experience in a Front Office environment in a Trainee Investment Manager position, ideally within Wealth Management, would be beneficial although not necessary. Investment Diploma Advice (IAD) is advantageous, with a willingness to proactively work towards professional qualifications in line with internal requirements. Undertakes sufficient professional development for the role including CPD (log to be maintained). Other Skills and Attributes: Keeps abreast of all relevant developments in the financial services industry and any regulatory changes which may affect the team. Generates new ideas\u002Finitiatives to help promote firm to potential clients. Keeps accurate client records and ensures these are held in the appropriate format on the relevant database. Takes initiative for their own work within an understood framework of scope and authority. Acts at all times in a professional manner. Deals with all matters promptly, professionally and effectively 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. Adhere to all company-wide policies, procedures and compliance requirements. Excellent verbal and written communication skills. Excellent attention to detail. 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 Katie Walker Die LGT ist die weltweit grösste Private Banking und Asset Management Gruppe im Besitz einer Unternehmerfamilie. Als Family Office des Fürstenhauses von Liechtenstein überzeugen wir Sie mit langjähriger Erfahrung in der Verwaltung grosser Vermögen.",{"id":601,"slug":602,"title":603,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":604},43352,"assistant-communications-executive-lgt-wealth-management-uk-llp","Assistant Communications Executive","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\u002For 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 Die LGT ist die weltweit grösste Private Banking und Asset Management Gruppe im Besitz einer Unternehmerfamilie. Als Family Office des Fürstenhauses von Liechtenstein überzeugen wir Sie mit langjähriger Erfahrung in der Verwaltung grosser Vermögen.",{"id":606,"slug":607,"title":608,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":609},3018,"senior-fee-analyst-6-month-ftc-lgt-wealth-management-uk-llp","Senior Fee Analyst - 6 month FTC","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 Brief Role Objective: The objective of this role is to oversee the client fees management process for the Firm. This will entail gaining a full understanding of the data the firm uses in the course of its daily business activities in relation to client fees, the key objective being to ensure the data is accurate. This will include having sufficient governance, controls, regulatory guidelines and policies and procedures implemented to maintain data integrity and charge clients the appropriate fees. As a senior analyst, you have responsibility for the quality of advice and administrative service provided to the business by your team. You must be a self-starter with extensive knowledge of data management, end-to-end trade processing and double entry book-keeping. They will be responsible for the implementation of processes to support the creation, upkeep and collection of ongoing client fees on Figaro, the core processing system. This will include ongoing monitoring, exception and MI reporting. The position requires an inquisitive approach to understand all aspects of fees management. The successful candidate must be able to demonstrate understanding of the Operational environment, be well-researched and have a controls-orientated approach in order to meet their goals within set timeframes, with minimal guidance. The position also requires close co-operation with Front Office, Finance, Custody Services & Control as well as the account opening and maintenance team members. Key Responsibilities: Support the fee team by processing the end-to-end operational fee process each quarter Support the set-up of new client and adviser fee accounts Ongoing monitoring to identify any incorrect fee set-ups Ongoing monitoring to identify any fees which are at detriment to the client (i.e. above our standard rate) Ongoing monitoring of MI to assure staff account fees are in line with our policy Work with the fee team to support the updating and management of the fee discount \u002F fee holiday approval process for new and existing clients Work with the fee team to manage the fee discount process for IFA firms to ensure we have a consistent approach across the firm Work with the fee team to support the maintenance of the fee discount register and review on a quarterly basis with the Head of Front Office and Front Office Team Heads Support the identification of enhancements to existing MI reporting in order to maintain exception reports to identify gaps in the fee discount approval process for existing clients Monitor and work with the fee team to manage the process for all fee amendment requests Develop a deeper understanding of the function, aiming towards become a subject matter expert in the process\u002Ffunction Improve processes and identify efficiencies and continuous improvements to benefit the business and its clients Where necessary liaise with internal teams to ensure high level of data accuracy Assist the Project\u002FIT teams with testing data in regard to Figaro releases and upgrades and support other Strategic or Regulatory change items\u002Fimprovements Requirements Technical Requirements: Relevant industry experience desirable Competent in all MS Office products - specifically Excel Knowledge of FNZ’s Figaro system is desirable, but not essential Other skills, competencies and attributes: Bachelor's degree in accounting, finance or related field, or equivalent work experience Wealth management and\u002For Financial Services data experience gained within an Operations environment Highly numerate and accurate with an investigative approach to problem solving. Strong analytical skills with the ability to collect, organize and analyse and disseminate significant amounts of information accurately Excellent verbal and written communications skills, and excellent time management abilities Very strong conceptual, analytical, judgment and communication abilities are critical 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 Die LGT ist die weltweit grösste Private Banking und Asset Management Gruppe im Besitz einer Unternehmerfamilie. Als Family Office des Fürstenhauses von Liechtenstein überzeugen wir Sie mit langjähriger Erfahrung in der Verwaltung grosser Vermögen.",{"id":611,"slug":612,"title":613,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":614},35481,"pmo-analyst-lgt-wealth-management-uk-llp","PMO Analyst","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 Change Team are responsible for all Change across the Business to ensure that we deliver against the long-term business strategy. We play a pivotal role in bringing technology and the business together. The team are responsible for driving innovation, engaging with all business units to ensure we continue to challenge and improve our processes, systems, products and services to ensure we are positioned to meet the future expectations of our clients and support the growth of the business. At our core, the team are responsible for Project Governance, Change Management and Project Delivery. Brief Role Objective: We are looking for an experienced PMO Analyst to join us as we continue build out our capability in the Change Team as a strategic asset to LGT WM. Following a review of our Business and Technology Strategy, alongside a busy Change Portfolio with projects ranging from new system implementations to regulatory change, we are also undertaking a digital transformation programme which includes significant change to our technology platforms as well as business adoption of new processes and systems. The role requires a candidate who can both roll up their sleeves to get involved with the detail, whilst leveraging their expertise to help continue driving us to deliver Change to a higher standard. The candidate should draw on their previous experience to demonstrate what “good” Project Governance and control outcomes and deliverables look like. The role will support the entire Change Portfolio rather than being dedicated to any one project. At LGT, our expectation is that the Project Managers are responsible for complying with our Project Governance \u002F directives themselves. The role will offer the successful candidate the opportunity to gain hands on experience in running and managing smaller projects themselves – demonstrating good project governance in a practical manner. Key Responsibilities: Project \u002F programme monitoring & reporting – cross referencing, analysing and challenging where appropriate. Arranges Change Board meetings and ensures critical stakeholders are in attendance. Produce and distribute relevant material by reviewing, challenging and consolidating all project status reports and captures minutes \u002F actions at the Board meetings. Follows up on actions following the meetings and can answer queries from stakeholders. RAID management – maintain and monitor RAID logs. Identifying and monitoring key performance indicators that may highlight capacity \u002F capability constraints and over commitment of resources or changes to particular areas. Ensures adherence to governance processes and coordinates the change control process for projects \u002F change requests. Contributes to development and continuous improvement of PMO community. Runs smaller initiatives \u002F projects as a Project Manager Requirements Key Skills and Technical Requirements: Proven ability to deliver high quality documentation, presentations, reports and other outputs in a fast paced environment. Excellent organisational skills with the ability to handle a diverse workload and priortisie amid conflicting demands Strong verbal and written communication capabilities across all levels of the organsiation. Able to produce clear written material and communicate technical information in a clear and understandable manner to non-technical stakeholders. Able to challenge constructively whilst maintaining excellent working relationships with the Change team and key stakeholders. Strong analytical skills with the ability to interpret multiple sources of data and draw conclusions and derive recommendations. Demonstrate a strong sense of ownership and the ability to follow tasks through to completion. Strong communication and interpersonal skills, with the ability to communicate effectively and professionally. Experience as a PMO analyst in a regulated environment (e.g. banking \u002F financial services \u002F wealth management) working across a portfolio of projects covering business change and IT. Strong understanding of regulatory and reporting requirements. Proven stakeholder management experience and relationship building skills. Excellent MS Office skills, including Powerpoint and Excel. Experience using JIRA and Confluence. Demonstrating experience in Agile is beneficial as we move from Waterfall to Agile across our delivery 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 Die LGT ist die weltweit grösste Private Banking und Asset Management Gruppe im Besitz einer Unternehmerfamilie. Als Family Office des Fürstenhauses von Liechtenstein überzeugen wir Sie mit langjähriger Erfahrung in der Verwaltung grosser Vermögen.",{"id":616,"slug":617,"title":618,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":619},24618,"ongoing-due-diligence-analyst-lgt-wealth-management-uk-llp","Ongoing Due Diligence Analyst","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 Client Onboarding Function plays an important role in acting as a link between Front Office and Operations by assisting both areas to meet the client’s needs during the client onboarding lifecycle This team is directly responsible for client on-boarding which includes all aspects of data entry and creation within relevant systems and critical client due diligence checks Brief Role Objective: The Client Onboarding Function plays an important role in acting as a link between Front Office and Operations by assisting both areas to meet the client’s needs during the client onboarding lifecycle This team is directly responsible for client on-boarding which includes all aspects of data entry and creation within relevant systems and critical client due diligence checks Key Responsibilities: Undertaking periodic AML\u002FKYC client reviews in accordance with the periodic review schedule including: Complete review of client due diligence to ensure the documentation and information collected is accurate and ensuring they are in line with our group policy and compliant with local regulatory guidelines set by the FCA and JFSC AML\u002FCFT Handbook, including checking ID&V Ensure that our files are compliant with all applicable regulatory and AML\u002FCFT requirements Perform screening of relevant individuals and entities using SmartSearch\u002FLexisNexis\u002FGoogle Review recent transactional activity against client profiles Review the Structure Chart of accuracy to ensure all parties are noted on files\u002Fsystems Liaise with the Investment Manager\u002FAssistant to ensure all action points are addressed, remediated and documentation\u002Finformation is obtained in a timely manner, obtaining fresh documents is expired\u002Fmissing Review Investment attestation on client circumstance Perform Risk Grading review and be able to interpret information relating to H\u002FM\u002FL CDD risk factors Manage and maintain the periodic review tracker and update management of progress, ensuring that targets are met at all times and quality outputs delivered Managing allocated workloads and pro-actively take on additional responsibilities and administration tasks, as required by your manager Requirements Key Skills and Technical Requirements: Strong working knowledge of AML\u002FCDD requirements - The ideal candidate will be ICA qualified in AML and have at least three years’ experience in a similar role. Attention to detail is essential. Ability to work effectively both independently and as part of a team. Strong time management and organisational skills with an ability to meet deadlines. Good communication skills and the ability to work well in a team are important for collaborating with colleagues and providing feedback on documents. Competency in Microsoft packages. Training will be provided for other in-house programs, as required. Good knowledge and practical experience of current industry AML\u002FCFT handbook legislation, regulation and operating working practices is essential. 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 Die LGT ist die weltweit grösste Private Banking und Asset Management Gruppe im Besitz einer Unternehmerfamilie. Als Family Office des Fürstenhauses von Liechtenstein überzeugen wir Sie mit langjähriger Erfahrung in der Verwaltung grosser Vermögen.",{"id":621,"slug":622,"title":535,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":536},24619,"figaro-developer-lgt-wealth-management-uk-llp-2",{"id":624,"slug":625,"title":626,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":627},24620,"service-centre-analyst-6-month-ftc-lgt-wealth-management-uk-llp","Service Centre Analyst (6 month FTC)","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: Our ambitious growth strategy is underpinned by our commitment to enhance the client experience and deliver market leading personalised Wealth Management. We are embracing digital technology to help us achieve this ambition. Our Technology team, co-located with our business in the heart of the City of London, is central to achieving this ambition. We are investing in a modern technology stack, adopting a product-based approach to development, and delivering solutions through an agile framework. Our Technology team is responsible for: Software Development Data Engineering Infrastructure DevOps and Automation Service Delivery Brief Role Objective: LGT Wealth Management is strongly focused on delivering great experiences for clients and staff by using technology in creative and engaging ways. As the face of the Technology Department, the Service Centre provides essential support to our business and customers. Our Trainee Service Centre analysts provide high quality support to employees in our UK and channel island offices as well as to clients using our online portal and mobile apps. The role provides the opportunity to work with enterprise-grade financial systems and develop new skills on the job. Key Responsibilities: Receive and handle email, telephone and walk-up requests for service, from internal and external customers, following agreed procedures. Prioritise, diagnose, and resolve Incidents according to agreed procedures. Fulfilll Service Requests following documented processes and procedures. Perform security administration tasks, including providing access to IT resources. Complete IT daily checks. Write and update troubleshooting documentation and “How to” articles. Build new laptop and desktop workstations. Carryout desk moves, as required. Provide other assistance as requested by the Service Centre & Delivery Manager. Requirements Key skills, competencies and attributes: Have a positive can-do attitude to learn new things and take on exciting challenges. Excellent approach to Customer Service. Strong time management and organisational skills. Excellent written and verbal communication skills. Desirable Technical Requirements: Knowledge of Apple iOS devices. Knowledge of information security concepts and risks. 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 Die LGT ist die weltweit grösste Private Banking und Asset Management Gruppe im Besitz einer Unternehmerfamilie. Als Family Office des Fürstenhauses von Liechtenstein überzeugen wir Sie mit langjähriger Erfahrung in der Verwaltung grosser Vermögen.",{"id":629,"slug":630,"title":631,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":632},3525,"application-support-manager-lgt-wealth-management-uk-llp","Application Support Manager","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: Our ambitious growth strategy is underpinned by our commitment to enhance the client experience and deliver market leading personalised Wealth Management. We are embracing digital technology to help us achieve this ambition. Our Technology team, co-located with our business in the heart of the City of London, is central to achieving this ambition. We are investing in a modern technology stack, adopting a product-based approach to development, and delivering solutions through an agile framework. Our Technology team is responsible for: Software Development Data Engineering Infrastructure DevOps and Automation Service Delivery Brief Role Objective: The Application Support Manager is responsible for managing the provision of business critical software applications to enable the operation of LGT Wealth Management. The role includes management of a team of technical experts. The role has a broad remit including responsibility for the operation of strategic applications, project delivery and contribution to the broader IT strategy. Key Responsibilities: Team Leadership & Management Lead, manage, and develop the application support team to ensure high performance and continuous growth. Allocate resources effectively to meet service demands and project requirements. Service Operations & Incident Management Oversee the resolution of application-related incidents, service requests, and problems within agreed SLAs. Act as the escalation point for critical application issues and act as a major incident manager. Application Lifecycle Support Ensure effective support for applications throughout their lifecycle, including deployment, maintenance, and decommissioning. Collaborate with development, product and project teams to ensure smooth transitions from project to support. Stakeholder Engagement Maintain strong relationships with business users, Technology teams, and third-party vendors to ensure service alignment and satisfaction. Communicate service performance, risks, and improvement plans to stakeholders regularly. Process Improvement & Governance Drive continuous improvement initiatives to enhance support processes, tools, and documentation. Ensure compliance with ITIL practices and internal governance standards. Ensure staff understand and apply all policies and procedures, keeping up to date with all internal compliance courses. Monitoring & Reporting Monitor application performance and support metrics, identifying trends and areas for improvement. Produce regular reports on service performance, incident trends, and team productivity. Change & Release Support Support the planning and execution of application changes and releases, ensuring minimal disruption to services. Participate in change advisory boards (CAB). Knowledge Management Ensure the creation and maintenance of knowledge base articles, runbooks, and support documentation. Promote knowledge sharing within the team to improve efficiency and reduce resolution times. Flexibility & Additional Responsibilities The nature of the role requires some work outside of normal business hours including weekends, evenings and public holidays. Perform other duties as assigned by Head of Service Delivery. Requirements Key Skills and Technical Requirements: Leadership & Team Management Proven experience leading and developing high-performing support teams. Ability to motivate, coach, and mentor team members to achieve service excellence. Technical Expertise Strong understanding of applications, databases and integration technologies. Familiarity with ITIL practices and service management tools. Incident & Problem Management Skilled in managing major incidents, root cause analysis, and overseeing long-term fixes. Experience in creating and maintaining support documentation and knowledge bases. Stakeholder Communication Excellent communication skills with the ability to translate technical issues into business language. Strong relationship building skills with internal teams, vendors, and business stakeholders. Service Delivery & Continuous Improvement Experience in driving service improvements and optimising support processes. Ability to monitor KPIs and SLAs and take proactive steps to ensure targets are met. Change Management Experience supporting application changes, releases, and deployments in a controlled environment. Ability to collaborate with project teams to ensure smooth transition into support. Risk & Compliance Awareness Understanding of data protection, security standards, cyber security concepts and compliance requirements. Ability to assess and mitigate risks related to application support and service delivery. Customer Focus Strong commitment to delivering high-quality support and enhancing user satisfaction. Ability to manage expectations and resolve conflicts effectively. 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 Die LGT ist die weltweit grösste Private Banking und Asset Management Gruppe im Besitz einer Unternehmerfamilie. Als Family Office des Fürstenhauses von Liechtenstein überzeugen wir Sie mit langjähriger Erfahrung in der Verwaltung grosser Vermögen.",{"id":634,"slug":635,"title":636,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":637},3526,"assistant-compliance-officer-12-month-ftc-lgt-wealth-management-uk-llp","Assistant Compliance Officer - 12 Month FTC","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 role of the Compliance, Legal and Risk Team is to establish, implement, maintain and monitor on behalf of the Firm’s Governing Board and Management Board, adequate policies and procedures sufficient to ensure the Firm’s compliance with its obligations under the regulatory systems in which it operates and to counter the risk the Firm may be used to further financial crime. In addition, the team provides support to new business initiatives and advises on day-to-day issues which may arise. Separately, the Legal Team is also responsible for advising the Firm on any legal issues relating to strategic decisions, investments and transactions, intellectual property, human resources and other corporate matters. Brief Role Objective: To support the business in fulfilling the financial crime functions for LGT Wealth Management. This dynamic role will provide exposure to several aspects of financial crime compliance and opportunities to work closely with various individuals within the Firm. Key Responsibilities: Transaction Monitoring & Case Management Review and analyse daily and monthly transaction alerts, identifying potential suspicious activity related to money laundering, terrorist financing and other financial crimes. Conduct thorough investigations into flagged transactions, documenting findings clearly and concisely. Escalate high-risk cases to senior officers for further review and action. Customer Due Diligence (CDD) & AML Queries Assist with customer due diligence (CDD) and enhanced due diligence (EDD) checks on new and existing clients. Review, approve and seek sign-off from DMLRO or MLRO for onboarding of high risk clients Respond to and resolve queries from internal teams regarding Financial Crime related policies and procedures. Assist with periodic reviews of all clients including high risk and PEPs. Respond to due diligence questionnaires and AML request from third parties File & Quality Assurance Reviews Undertake regular quality assurance checks on CDD files, transaction monitoring cases, and investigative documentation to ensure compliance and completeness. Conduct file sampling, assessing the quality of due diligence and transaction monitoring cases. Provide feedback and suggest improvements to enhance our financial crime processes. Support audit and regulatory requests by providing required information and assistance. Reporting Contribute to the delivery and timely reporting to all relevant boards, committees and working groups. Provide relevant, accurate and timely MI in a format which is clear and engaging, in particular MI and action points from the Financial Crime Forum. Escalate suspicions and financial crime concerns to DMLRO and MLRO as required. Key Regulatory Responsibilities: Our clients are at the forefront of everything we do, and we commit to ensuring we achieve good outcomes for them through embracing the New Consumer Duty. This is prevalent for all staff and in doing so, we expect staff to: Comply with the letter, spirit and expectations of applicable legal and regulatory requirements at all times. Adhere to LGT Wealth Management’s best practice with regard to conduct, culture and other general business compliance control procedures Adhere to the FCA Conduct Rules in addition to any Senior Manager and Certification Regime responsibilities. Requirements Key Skills and Technical Requirements: Knowledge of Wealth Management\u002FPrivate Banking business gained through a minimum of 2 years’ experience in a similar role with experience in AML, CDD and financial crime prevention preferred Demonstrate understanding of key UK financial crime regulations, such as: The Proceeds of Crime Act (POCA) 2002. The Money Laundering, Terrorist Financing and Transfer of Funds (Information on the Payer) Regulations (MLRs). The requirements of the Financial Conduct Authority (FCA). Global and local standards such as the FATF Recommendations and JMLSG. Understanding of Know Your Customer (KYC) and Customer Due Diligence (CDD) requirements. Familiarity with screening platforms for sanctions, politically exposed persons (PEPs), and adverse media. Experience with a wide variety of CDD and AML related queries Educated to degree level. A professional industry financial crime qualification is desirable: ICA (International Compliance Association) Certifications, e.g., ICA certification in Anti Money Laundering\u002FFinancial Crime Prevention. ACAMS (Association of Certified Anti-Money Laundering Specialists) Certification. CISI (Chartered Institute for Securities and Investment) qualifications, such as the Financial Crime Prevention Certificate. Ability to keep up with evolving financial crime threats Willingness to stay updated on regulatory changes and emerging trends in financial crime prevention. Other Skills and Attributes: Motivated and conscientious with strong interpersonal skills The ability to work independently but as part of a team, both in terms of the Compliance department and other colleagues throughout the firm. Excellent organisational skill, including the ability to prioritise and meet deadlines. Ability to question and request information politely but firmly to obtain the necessary information from the business units as required. Strong written and verbal communication skills to produce well-structured accurate (in terms of technical knowledge, grammar and spelling) written communications. Strong attention to detail and analytical abilities. 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 Richard Pusey Die LGT ist die weltweit grösste Private Banking und Asset Management Gruppe im Besitz einer Unternehmerfamilie. Als Family Office des Fürstenhauses von Liechtenstein überzeugen wir Sie mit langjähriger Erfahrung in der Verwaltung grosser Vermögen.",{"id":639,"slug":640,"title":641,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":642},3527,"business-analyst-custody-and-execution-services-12-month-ftc-lgt-wealth-management-uk-llp","Business Analyst - Custody and Execution Services - 12 month FTC","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 Custody and Execution Services Team comprises of 45 staff and provides a wide range of essential support services for the Firm’s Investment\u002FWealth Asset Managers, their teams, and their Clients. It is made up of several functions – Dealing, Settlements,Transfers and ISA Aministration, Treasury, Corporate Actions and Tax and Operations Control. Brief Role Objective: The Business Analyst will work with the Custody Services Support Manager and the Custody and Execution Services business teams to drive technological, regulatory and business improvements across the department. The focus will be on implementing change within the function to meet the needs of a rapidly growing business. They will be expected to support a variety of projects to ensure a smooth and efficient service is delivered to our clients and business units. Key Responsibilities: Provide analytical support across the Custody Services department to keep pace with the changing environment Support the planning and delivery of projects such as implementing new functionality or sytems, or enhancing existing processes. Be a key driver of change Produce meaningful and accurate MI and KPIs that are well-presented Contribute to Custody Services policy and procedural reviews, with a view to achieving improved operational efficiency, regulatory or audit compliance Build strong working relationships with all key Custody Services stakeholders (the Front Office, IT, Compliance, Risk etc.) Requirements Technical Requirements: Advanced Excel (specific experience with Data Analysis) Experience with BI visualisation tools (e.g. Power BI) SQL is desirable, or a willingness to learn Knowledge of FNZ’s Figaro system is desirable Other skills, competencies and attributes: Wealth management and\u002For Financial Services experience, gained within an Operations support environment Strong analytical skills with the ability to collect, organise, validate and draw conclusions from large numerical data sets Excellent attention to detail and is thoughtful with presentation Investigative approach to problem solving Excellent verbal and written communication Can exhibit skill in prioritisation, planning, monitoring and self-management Strong sense of ownership and ability to follow tasks through to completion Experience in managing projects covering business change and IT 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 Die LGT ist die weltweit grösste Private Banking und Asset Management Gruppe im Besitz einer Unternehmerfamilie. Als Family Office des Fürstenhauses von Liechtenstein überzeugen wir Sie mit langjähriger Erfahrung in der Verwaltung grosser Vermögen.",{"id":644,"slug":645,"title":646,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":647},3528,"client-due-diligence-manager-lgt-wealth-management-uk-llp","Client Due Diligence Manager","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: • Client Due Diligence (CDD) is responsible for performing client on-boarding functions, which includes due diligence review in accordance with FCA regulations and company policies. This is accomplished by working with the front office, Compliance and Legal teams both locally and also other branch offices • This team sits within Client Onboarding Function which plays an important role in acting as a link between Front Office and Operations by assisting both areas to meet the client’s needs in the client onboarding lifecycle Brief Role Objective: • Leading the CDD Team to provide and deliver daily support for the Firm and our Clients • To hold strong relationships with key internal stakeholders (Front Office, Front Office Risk & Control, Financial Crime, Compliance, Client Reporting and Data and Ongoing Due Diligence teams) to ensure seamless execution of Client Due Diligence processes • Must understand the client structures and types of account and be able to review client account opening documents to ensure conformity with UK Know-Your-Client (KYC) and Anti-Money-Laundering (AML) standards • To work with IT & Change to implement and optimise tools to enhance efficiency and accuracy in Client Due Diligence (CDD) processes and reporting • To act as a point of contact and subject matter expert on all Due Diligence issues Key Responsibilities: People Management • Lead the Client Due Diligence team, providing guidance and holding regular 1-2-1s to support and enhance team performance • To manage and allocate Client Due Diligence team members workloads pro-actively to ensure work is completed in a timely manner • To train and upskill team members to ensure they are familiar with and adhering to the Firms policies and procedures in relation to Client Due Diligence • To actively cross-train across the team to ensure there is full coverage of tasks and activities in cases of unexpected absence or volume peaks Operational Excellence • To maintain oversight and ensure the team delivers on productivity, and SLA targets • Ensure Quality Assurance\u002FControl is performed across the function, including 4-eye checks • To implement and foster a culture of continuous improvement and excellence within the team • To provide regular MI and updates to Team Head, Client Onboarding in relation to work volumes, team performance, risk metrics and recommendations for improvement • To identify and assess risks within Figaro and Salesforce, ensuring they are resolved and remediated in a timely manner and additional controls are implemented to avoid repetition • To identify opportunities to improve workflows and drive efficiencies while maintaining high standards of compliance • To work with IT & Change to implement and optimise tools to enhance efficiency and accuracy in Client Due Diligence processes and reporting • To act as a Risk Champion • To take ownership of risk events, dealing with all aspects of remediation required and communicating to key stakeholders as appropriate Strategic Oversight • To regularly review and enhance procedures, and frameworks for Client Due Diligence ensuring they are clear, concise and up to date • Continually keep abreast of regulatory changes • To support the Head of Client Services with strategic direction and common goal delivery • To act as a point of contact or escalation point for matters which arise in relation to Client Due Diligence and provide solutions and clear guidance on steps to resolution Key Regulatory Responsibilities: Our clients are at the forefront of everything we do, and we commit to ensuring we achieve good outcomes for them through embracing the New Consumer Duty. This is prevalent for all staff and in doing so, we expect staff to: • Comply with the letter, spirit and expectations of applicable legal and regulatory requirements at all times • Adhere to LGT Wealth Management’s best practice with regard to conduct, culture and other general business compliance control procedures • Adhere to the FCA Conduct Rules in addition to any Senior Manager and Certification Regime responsibilities Requirements Key Skills and Technical Requirements: • Strong experience of Wealth Management industry, including Front Office, Middle Office and Operational business requirements • Strong analytical skills with the ability to collect organise and analyse and disseminate significant amounts of information accurately • Knowledge of FNZ’s Figaro system and Salesforce. • Knowledge of SmartSearch \u002F Able to perform Companies House searches\u002FLexis Nexis checks • Excellent client service and client focussed background • Excellent communication skills • Excellent attention to detail • Strong understanding of regulatory and reporting requirements • Proven management experience and relationship building skills • Ability to adapt and work flexibly as demand requires Other Skills and Attributes: • Degree in accounting, finance or related field, or equivalent work experience in Financial Services Sector • Pro-active, willing to question existing processes and procedures 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 Richard Pusey Die LGT ist die weltweit grösste Private Banking und Asset Management Gruppe im Besitz einer Unternehmerfamilie. Als Family Office des Fürstenhauses von Liechtenstein überzeugen wir Sie mit langjähriger Erfahrung in der Verwaltung grosser Vermögen.",{"id":649,"slug":650,"title":651,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":652},3529,"product-manager-client-lifecycle-management-lgt-wealth-management-uk-llp","Product Manager – Client Lifecycle Management","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 Transformation team is responsible for product management across all front office, client facing and operational technology and works very closely with the Technology team to delivery LGT’s digital transformation vision. The Head of Business Transformation reports to the CEO of LGT Wealth Management. The team are responsible for driving innovation, engaging with all business units to ensure we continue to challenge and improve our processes, systems, products and services to ensure we are positioned to meet the future expectations of our clients and support the growth of the business. The team are responsible for the product management of front office, client facing and operational technology, including but not limited Client Lifecycle Management (CLM), Portfolio Management, Custody Services, Research and Client Portals. Brief Role Objective: We are looking for a Product Manager to help us build out our technology capability as a strategic asset. It’s an exciting stage in this journey, with the opportunity to continue to shape how the team supports the continued growth of the business. The Product Manager will work closely with the Lead Product Manager for Client Lifecycle Management – focussing predominantly on driving Business adoption and delivering key business initiatives on our CRM, Salesforce. They will support the Lead PM in taking ownership of the alignment and product development of our client lifecycle proposition, including but not limited to Customer Relationship Management (CRM - Salesforce) & Client Onboarding. As a Product Manager, you will be part of the team charged with integrating and improving a key part of the LGT WM Business, with the goal of delivering innovative, efficient and differentiating propositions to Investment Managers, Investment Assistants & Business Development Directors. The Product Manager will support the lead PM in bridging the gap between technology and the business, nurturing a long-standing collaborative partnership. To succeed in this role, you must be able to: collaborate with stakeholders across business areas (such as Front Office, Compliance, Marketing), willing to constantly develop your business knowledge and awareness, have experience with Client Lifecycle Management & Onboarding and able to work within an Agile team. The Product Manager will work closely with the Engineering team to ensure solutions are built to solve business problems and will play an integral role in leading increment planning for the product as well as setting the high level product vision for the team The role will require you to work very closely with business users, turning ideas to implementation in order to drive adoption – on a day-to-day basis you will be expected to gather requirements, translate these into user stories for the development team, accept changes into production and help embed these new processes or enhancements into the everyday working of the Business Teams. This role offers an opportunity to join an exciting team, leading on a programme of transformational change across the firm's front-to-back client platform. Key Responsibilities: Act as the link between the business, development team and external vendors; acting as the subject matter expert to provide context to developers (in the form of user stories) and vendors (Business knowledge) around the outcomes they are delivering. Understand the needs of key business stakeholders and ensure their requirements are understood and turned into actionable agile user stories. Communicate the value \u002F benefits delivered by the product team to relevant stakeholders and governance groups, playing a key role in the CLM team. Be the loudest evangelist for your product giving regular demos and training across the business. Be able to communicate the CLM product vision and how each story supports that vision. Be comfortable working in the grey areas, totally comfortable with ambiguity and able to find a way forward taking the team with you. You are an outstanding communicator, able to translate human into tech and vice versa. Be a key member of the agile product team delivering high quality well written user stories and acceptance criteria. For internal systems, own the product backlog and be responsible for ensuring the backlog is refined, transparent and clear to all, and show what the team will work on next – prioritising effectively. For external systems, manage relationships with multiple vendors, facilitate release planning and ensure the product roadmap aligns to the overall team strategy and objectives. Liaise with wider product teams to determine any product dependencies and negotiate to avoid blockages. Ensure that all design and delivery is robustly managed in terms of conduct, delivery and operational risk in line with LGTWM's business standards Requirements Key Skills and Technical Requirements: Direction – be well informed about the business and strategic context. Keeps moving forward and champions change by successfully driving adoption and adhering to the LGT Change Management framework. Alignment – works across team boundaries to share perspectives and maximise efficiencies. Well-connected and maintains broad set of relationships, laser focussed on the vision. Commitment – shares success and openly acknowledges high performers. Has humility, acknowledges shortcomings and can admit error. Behaviours – passion to challenge the status quo with an experimental mindset to drive innovation. Collaborative – Thrives in a team, builds and nurtures great relationships and shares knowledge openly. Experience, Qualifications and other requirements specific to the role: Degree level Experience of transformational change Experience of working with Salesforce or similar CRM Experience working with APIs, microservices and distributed architecture Experience in CRM activities such as customer onboarding, customer relationship management, case management Experience of delivering in an agile setting, delivering continuous change into a production environment Has worked in financial services setting, preferably within Asset Management, Wealth Management or Private Banking Excellent spoken and written English. 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 Die LGT ist die weltweit grösste Private Banking und Asset Management Gruppe im Besitz einer Unternehmerfamilie. Als Family Office des Fürstenhauses von Liechtenstein überzeugen wir Sie mit langjähriger Erfahrung in der Verwaltung grosser Vermögen.",{"id":654,"slug":655,"title":656,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":657},3530,"product-services-analyst-lgt-wealth-management-uk-llp","Product Services Analyst","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 Fund and Product Services Team was created to provide ownership and support for all services relating to non-custodied investments. This includes: Fund Operations Product Management\u002FFund Launching EAM operations with banks and platforms Lending facilities with our parent bank Alternative trading solutions Supporting activities with pension and offshore bond providers The Team is responsible for supporting the on boarding and maintenance of non-standard investment solutions and ensuring that such solutions meet the needs of our Front Office whilst also fitting in seamlessly with the firm’s operational infrastructure. Brief Role Objective: The role holder will support the Product Services Manager in the ongoing administration of the firm’s in-house fund range, particularly around the creation and publication of supporting fund documentation and data. The role holder will act as a relationship manager to key third parties such as SIPP and Offshore Bond providers and coordinate the setup of external data feeds as required as well as other administrative duties. Key Responsibilities: Product Development Support the development and implementation of new investment products and capabilities, ensuring timely and effective delivery. Conduct feasibility assessments for proposed products by collaborating with key stakeholders to identify critical delivery components and time-to-market considerations. Prepare financial analyses to support product proposals and decision-making. Coordinate cross-functional workstreams—including Legal, Compliance, Distribution, and Operations—for new product launches. Assist with product modifications, including new share class launches, jurisdictional registrations, and platform onboarding. Global Fund Registration Liaise with external partners to manage the registration of offshore funds across global jurisdictions. Regulatory Reporting Oversee and coordinate regulatory reporting requirements, including: PRIIPs KID and UCITS KIID production Transaction cost calculations EMT, EPT, and EET data submissions Assessment of Value reporting Data Services Manage the provision of static and dynamic fund data to platforms and vendors. Establish and maintain data feeds for third-party providers, including SIPP and Offshore Bond platforms. Product Provider Management Support the management of relationships and queries from SIPP and Offshore Bond providers. Assist with onboarding new product providers as required. Commercial Oversight Manage fund invoicing processes and develop a deep understanding of each fund’s financial structure. Governance and Documentation Draft and maintain policies, procedures, and workflows related to fund creation and ongoing management. Key Regulatory Responsibilities: Our clients are at the forefront of everything we do, and we commit to ensuring we achieve good outcomes for them through embracing the New Consumer Duty. This is prevalent for all staff and in doing so, we expect staff to: Comply with the letter, spirit and expectations of applicable legal and regulatory requirements at all times. Adhere to LGT Wealth Management’s best practice with regard to conduct, culture and other general business compliance control procedures Adhere to the FCA Conduct Rules in addition to any Senior Manager and Certification Regime responsibilities. Requirements Key Skills and Technical Requirements: In-depth understanding fund life cycle including launching of funds, ongoing administration and closures Working knowledge of hedged share classes desirable In-depth understanding of regulatory documentation including KIDs\u002FKIIDs, Prospectuses and Fund Supplements Understanding of UCITs rules applied to UK and EU based funds Experience of global fund registrations Knowledge of Global Tax Reporting advantageous Solid understanding of Wealth Management services and the industry as a whole gained through 3+ years experience Understanding of the trade lifecycle and associated areas within investment operations Excellent communication skills to manage internal and external relationships Capacity and willingness to develop knowledge across a variety of products and services to perform the role to a competent standard. Technically minded with the ability to create new processes from scratch, such as analysis on service profitability and reconciliation processes. Other Skills and Attributes: Organizational and project management skills; able to demonstrate high level of detail orientation and can manage multiple initiatives simultaneously Outstanding analytical, problem solving and critical thinking skills; ability to synthetize and explain impacts of simple to complex concepts Demonstrated personal accountability to ensure that products are delivered on time with a high degree of quality Ability to generate new ideas\u002Finitiatives to promote efficiency or improve performance Exceptional communication skills, with the ability to present and promote ideas at all levels of the organization 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 Richard Pusey Die LGT ist die weltweit grösste Private Banking und Asset Management Gruppe im Besitz einer Unternehmerfamilie. Als Family Office des Fürstenhauses von Liechtenstein überzeugen wir Sie mit langjähriger Erfahrung in der Verwaltung grosser Vermögen.",{"id":659,"slug":660,"title":661,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":662},35479,"front-office-risk-amp-control-analyst-lgt-wealth-management-uk-llp","Front Office Risk & Control Analyst","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: Sitting within the Front Office, the role of the Front Office Risk & Control Team is to help ensure that positive client outcomes are being achieved and portfolios are being correctly managed in line with relevant regulatory standards, internal policies, and procedures. A key focus of the Team is in areas such as Suitability and Portfolio Risk. The Team also provide support to strategic initiatives and day-to-day issues which may arise – within both the Front Office function and wider business. Brief Role Objective: The Front Office Risk & Control Analyst will report into the Front Office Risk & Control Manager, with a key and primary focus on Portfolio Risk monitoring and ongoing mandate adherence. Monitoring will include a combination of pre-planned assurance work together with dealing with ad hoc queries and requests for information. The role holder is expected to be passionately focused on positive client outcomes. Key Responsibilities: Support the design and upkeep of the Team’s Portfolio Risk monitoring processes to ensure adherence with key regulatory requirements and internal policies, procedures, group standards. Complete regular monitoring tasks, in line with the Team’s monitoring plan. Support the production and ongoing development of effective MI \u002F KPIs (at business, team, and individual level) to monitor ongoing competence, adherence to policies and procedures, and to demonstrate that the right client outcomes are being achieved. Support the resolution of any breaches of client mandates. Support production of periodic reports to Boards and Committees as required. Support Front Office staff and key stakeholders across the business, acting as a key contact for first line Portfolio Risk matters. Strong collaboration and sharing of best practice with teams within the Front Office and the wider business, including Risk & Compliance. To support and provide Portfolio Risk related training as agreed. Support the delivery of key Front Office Risk & Control initiatives involving Portfolio Risk - developments within the team, with a focus on efficiency, intelligent use of data and, where appropriate, help introduce automation. Requirements Key Skills and Technical Requirements: Educated to degree level or equivalent professional experience. Experience of working in an analytical role. Experience of working in a discretionary or advisory investment management environment with a focus on Retail investors. Advanced Excel skills are essential. Prior use of Bloomberg or\u002Fand Morningstar and Figaro would be beneficial. Other Skills and Attributes: An experienced professional with knowledge and application of the FCA conduct of business rules. An understanding of the JFSC and SEC regulatory environment is advantageous but not necessary. Client centric Investment focused - good understanding of client investment needs; a working knowledge of fixed income, equity and cash type instruments, investment concepts and characteristics; able to interpret investment risk analysis. Strong interpersonal skills and teamwork - an ability to build and nurture relationships with a diverse range of personalities at a variety of different levels in addition to leading a team. Strong presentation and communication skills. Strong negotiation and influencing skills: capable of representing the client which may necessitate constructively challenging Investment Managers. Attention to detail and strong focus on accuracy of information. Self-confident and able to influence effectively. Self-motivated. 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 Die LGT ist die weltweit grösste Private Banking und Asset Management Gruppe im Besitz einer Unternehmerfamilie. Als Family Office des Fürstenhauses von Liechtenstein überzeugen wir Sie mit langjähriger Erfahrung in der Verwaltung grosser Vermögen.",{"id":664,"slug":665,"title":666,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":667},35480,"market-data-analyst-12-month-ftc-lgt-wealth-management-uk-llp","Market Data Analyst - 12 month FTC","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 Procurement and Supplier Oversight team are responsible for sourcing, onboarding and managing key Supplier relationships. This is a relatively new function for the business and we are still in a growth and development phase. The team is involved in overseeing and supporting each stage of the procurement process including Due Diligence, TPRM as well as some Supplier Management . Brief Role Objective: We are looking for an experienced Market Data Analyst to join the team and help support in building a function which brings efficiency, cost savings and essential governance to our business. The role holder would need to demonstrate strong experience of working with Market Data Suppliers, understanding Market data and the contractual agreements surrounding this vendor type. The role holder would be expected to effectively work with the market data procurement function in Group supporting in contract negotiations and identifying duplication and streamlining its use in the UK business. The role holder would also be expected to support in the day-to-day oversight tasks of the UK procurement and supplier oversight team. Effective stakeholder management is a must for this team so strong communication, and prioritisation skills are essential. Issue management is also a key skillset within the team and the role holder needs to be confident and effective in dealing with a variety of issues which can arise from working with suppliers, ensuring communication and clear expectations are set throughout and issues are effectively closed down. The right candidate will be comfortable in picking things up they don’t always understand and working out how to problem solve it effectively anyway. This is an excellent opportunity to help develop a growing area of the business and due to the structure of the team, there is plenty to learn. Key Responsibilities: Support commercial Market Data contract negotiations Work with Group colleagues to analyse market data usage and manage the services with the suppliers. Manage supplier related issues Support in the oversight monitoring of the wider business. Administer Contracts on Agiloft and risk assessments. Support in identifying opportunities for cost savings across the business. Help embed a TPRM framework into the business. Requirements Key Skills, Experience, and Competency Requirements: Essential Extensive Market data experience in a regulated enviroment Highly Effective in issue management Proven track record of successful commercial negotiations Excellent communication skills Analytical and problem-solving abilities, with attention to detail. Risk focused approach to working with suppliers Ability to effectively prioritise tasks and manage expectations Sound regulatory knowledge Desired Due diligence experience 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 Die LGT ist die weltweit grösste Private Banking und Asset Management Gruppe im Besitz einer Unternehmerfamilie. Als Family Office des Fürstenhauses von Liechtenstein überzeugen wir Sie mit langjähriger Erfahrung in der Verwaltung grosser Vermögen.",{"id":669,"slug":670,"title":671,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":672},35483,"reconciliations-amp-custody-control-analyst-lgt-wealth-management-uk-llp","Reconciliations & Custody Control Analyst","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 Brief Role Objective: To provide effective reconciliations and custody control support within Custody Services, ensuring the accurate and timely completion of daily and periodic cash and asset reconciliations, including Unit Trust reconciliations, and the prompt triage, investigation and resolution of all breaks. The role is responsible for producing key control reporting (including the daily CMR calculation and funding confirmations), maintaining robust oversight of open items, and retaining complete and accurate evidencing to support CASS reporting, management information and audit requirements. Working closely with stakeholders across Custody Services, Finance, Client Services and CASS this is a key role to ensure we meet our regulatory requirements. Key Responsibilities: Produce daily CASS 6 & 7 reconciliations in Autorek; triage breaks; and liaise with relevant teams to provide clear commentary and drive timely resolution. Produce the monthly Unit Trust reconciliation by tracking receipt of fund provider statements, investigating differences and resolving\u002Fclearing breaks. Perform the daily CMR calculation and confirm associated funding requirements. Produce daily control reporting and maintain oversight of open items until closure. Support the ongoing development of Autorek to enhance reporting, strengthen controls and improve process efficiency. Retain complete and accurate evidencing to support internal\u002Fexternal audit requests and regulatory reporting. Review and maintain procedures and policies, ensuring documentation remains accurate and up to date. Support cross-business projects, assessing and delivering required changes impacting Reconciliations and\u002For Custody Control. Requirements Technical Requirements: Competent in all MS Office products - especially Excel Knowledge of FNZ’s Figaro system is desirable Knowledge of Autorek (or other reconciliation platforms) is extremely desirable CASS 6 & 7 knowledge Other skills, competencies and attributes: Bachelor's degree in accounting, finance or related field, or equivalent work experience Wealth management and\u002For Financial Services experience gained within an Operations environment Highly proficient in cash and asset reconciliations with proven ability to investigate and resolve reconciliation breaks, escalating appropriately and documenting root cause and outcomes Demonstrable knowledge of CASS reconciliations Highly numerate and accurate with an investigative approach to problem solving. Excellent verbal and written communications skills, and excellent time management abilities Strong attention to detail with the ability to deliver accurate outputs to tight daily deadlines Control-minded approach, with experience maintaining complete audit trails and evidencing in line with regulatory and internal standards Intermediate Excel skills (e.g., pivot tables, lookups) to support investigation, reporting and MI production Confident stakeholder management skills, with the ability to communicate issues, risks and progress clearly to operational and control functions Continuous improvement mindset, including experience identifying process control gaps and supporting automation\u002Fchange initiatives 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 Die LGT ist die weltweit grösste Private Banking und Asset Management Gruppe im Besitz einer Unternehmerfamilie. Als Family Office des Fürstenhauses von Liechtenstein überzeugen wir Sie mit langjähriger Erfahrung in der Verwaltung grosser Vermögen.",{"id":674,"slug":675,"title":676,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":677},35487,"team-support-manager-lgt-wealth-management-uk-llp","Team Support Manager","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 Brief Role Objective: Be part of and manage a team that provides general and administrative support to Investment Partners and\u002For Wealth Managers to ensure that clients receive a first class service. Responsible for ensuring that administrative, organisational and client related tasks for the Team are completed accurately, efficiently and timely manner. Will have regular contact with clients, dealing with their enquiries and provide support and training for other members in the team as to the skills required to do this to create a ‘best in peer group’ standard of client experience. Although a degree of flexibility is available the training and supervisory elements of this role favour a primarily office based approach. Key Responsibilities: Overall management for the quality and quantity of administration services provided to clients. Manage a team of Investment Assistants, ensuring their work is of a high standard and implementing consistency across the team. Provide appropriate oversight and training\u002Fdevelopmental opportunities for all support and administrative team members. Ensure cohesive and seamless support to the Investment Managers and Wealth Managers on the Team. 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\u002Fcash 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. Deal directly with clients and their advisers to support them in resolving general queries regarding their portfolios or account opening. 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. 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. Client FX and trading requests are conveyed to our Portfolio Management Team in an accurate and timely manner. Liaise 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. Distribution of UK tax reporting and dealing with the ongoing questions that arise from tax advisers and clients. Attending adhoc Introducer and Client events and be a presence for the team. Assist in cash management of overdrafts, capital and income sweeps, settlement of dividends and incomes are in order. Produce agendas and assist with the running of regular Team Meetings. Record Operational risk events. Management \u002F coordination of annual leave requests. Act as an SME for your team, working closely with Client and Custody services – bridging the gap between FO and BO Become a member of the Team Support Manager forum, ensuring all FO initiatives are disseminated to the team. Work alongside the other Team Support Managers across the FO to chair the Investment Assistant forums. Troubleshooting, filtering & putting forward strategic ideas from the Team to the FO Business Manager. Work alongside the FO Business Manager to assist with existing working groups across the business to deliver transformation\u002Fchange, or regulatory and operational enhancements. Requirements Key Skills and Technical Requirements: Level 4 Qualified (Investment Advice Diploma) or equivalent qualification\u002Fexperience Previous experience in Front Office environment, ideally within Wealth Management, with a good understanding of Business Operation functions. Undertakes sufficient professional development for the role including CPD (log to be maintained). Other Skills and Attributes: Are the main reference point for the resolution for internal queries Thorough understanding of the clients managed by the team Keeps abreast of all relevant developments in the financial services industry and any regulatory changes which may affect the team. Generates new ideas\u002Finitiatives to help promote firm to potential clients. Keeps accurate client records and ensures these are held in the appropriate format on the relevant database. Excellent people management skills. Takes initiative for their own work within an understood framework of scope and authority. Acts at all times in a professional manner. Deals with all matters promptly, professionally and effectively without being reminded. Conducts role in accordance with LGT Wealth Management’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 Wealth Managers. Makes effective use of time in order to carry out tasks to the appropriate standard. Adhere to all company-wide policies, procedures and compliance requirements. Good working knowledge of the Microsoft Office suite of products. Proficient in front office systems. 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 Die LGT ist die weltweit grösste Private Banking und Asset Management Gruppe im Besitz einer Unternehmerfamilie. Als Family Office des Fürstenhauses von Liechtenstein überzeugen wir Sie mit langjähriger Erfahrung in der Verwaltung grosser Vermögen.",{"id":679,"slug":680,"title":681,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":682},7333,"wealth-planner-bristol-office-lgt-wealth-management-uk-llp","Wealth Planner, Bristol Office","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 – Wealth Planning The Wealth Planning team is responsible for the provision of comprehensive wealth planning advice to individuals, companies, partnerships and trusts. We work with our clients to create bespoke financial plans, considering the whole of the market in order to find the best wealth planning solutions. We are involved in a broad range of activities including: Cash flow analysis Psychometric risk profiling Retirement planning Pension aggregation Income tax planning Inheritance tax planning Business planning Protection for death and illness Long term savings and investments Offshore and international planning for non-domiciled and non-resident clients Venture Capital Trust, Enterprise Investment Scheme and Business Relief advice Brief Role Objective: A Chartered Financial Planner providing wealth planning and structuring advice to clients of the firm. You are expected to manage your own workload, make decisions and give advice to clients. You are recognised within the team and by the business for being extremely competent in your role. This means you have a high level of technical knowledge and, is vastly experienced at working with a great degree of autonomy. Your breadth of experience and professionalism allow you to contribute to the team and the firm beyond your technical expertise, e.g., representing the team (or firm) on committees\u002Findustry bodies on a regular or ad hoc basis. You are responsible for maintaining your own client relationships and relationships with key stakeholders. Key Regulatory Responsibilities: Ensure compliance with the letter, spirit and expectations of applicable legal and regulatory requirements at all times (e.g., FCA, Money Laundering\u002F Proceeds of Crime, Data Protection, Health and Safety), ensure conformance with LGT Wealth Management’s best practice with regard to conduct, culture and other general business compliance control procedures. To ensure all wealth advice is conducted in a responsible and compliant manner, meeting both regulatory and LGT requirements. Ensure continuous professional development to meet regulatory requirements. Key Risk Management Responsibilities: To ensure that all account relationships, activities or management of client relationships do not expose the Firm to unacceptable levels of legal, regulatory, operational or reputational risk. To ensure that all business and advice is conducted in a compliant manner. Requirements Knowledge and Qualifications University qualified or equivalent industry experience. Chartered Financial Planner essential (RDR level 6). Additional specialist qualifications e.g., CFP, STEP or CTA desirable but not essential. Sound technical knowledge of current legislative, industry and products. Minimum 7 years’ experience as a wealth planner in private wealth manager\u002Fprivate banking environment. Skills and Attributes: Strong understanding of the wealth planning and the regulatory advice process is essential. Strong understanding of the compliance requirements within a wealth planning team is essential. Excellent knowledge of wealth planning products and how to assess suitability relative to the clients’ objectives. Methodical and practical approach to work and delivering of wealth planning advice. Excellent planning and organisational skills and able to prioritise own workload and meet agreed deadlines. Ability to effectively manage expectations for both internal and external stakeholders. Sound knowledge of legislation relative to wealth planning. High level of wealth planning technical knowledge. Honesty and integrity. Attention to detail. Sound knowledge of legislation relative to wealth planning. Experience of using cash flow planning software (Voyant would be preferable). Pension transfer specialist Proficient IT skills and competent in the use of Outlook, Word and Excel. Conduct yourself in accordance with the FCA’s Statement of Principles and Code of Practice for Approved Persons. 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 Richard Pusey Die LGT ist die weltweit grösste Private Banking und Asset Management Gruppe im Besitz einer Unternehmerfamilie. Als Family Office des Fürstenhauses von Liechtenstein überzeugen wir Sie mit langjähriger Erfahrung in der Verwaltung grosser Vermögen.",{"id":684,"slug":685,"title":686,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":687},7334,"procurement-and-supplier-oversight-manager-lgt-wealth-management-uk-llp","Procurement and Supplier Oversight Manager","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 Procurement and Supplier Oversight team are responsible for sourcing, onboarding and managing key Supplier relationships. This is a relatively new function for the business and we are still in a growth and development phase. The team is involved in overseeing and supporting each stage of the procurement process including Due Diligence, TPRM as well as some Supplier Management . Brief Role Objective: We are looking for an experienced Procurement\u002FSupplier manager to join the team and help support in building a function which brings efficiency, cost savings and essential governance to our business. The role holder would need to demonstrate experience of procuring suppliers and negotiating commercials successfully as well as experience of managing the relationships with suppliers on an ongoing basis. Effective stakeholder management is a must for this team so strong communication and prioritisation skills are essential. Issue management is also a key skillset within the team and the role holder needs to be confident and effective in dealing with a variety of issues which can arise from working with suppliers, ensuring communication and clear expectations are set throughout and issues are effectively closed down. The right candidate will be comfortable in picking things up they don’t always understand and working out how to problem solve it effectively anyway. Key Responsibilities: Lead commercial negotiations Support sourcing process Manage supplier related issues Support in the oversight monitoring of the wider business (where suppliers are not managed centrally) Administer contracts on Agiloft and risk assessments. Support in identifying opportunities for cost savings across the business. Help embed a TPRM framework into the business. Key Regulatory Responsibilities: Our clients are at the forefront of everything we do, and we commit to ensuring we achieve good outcomes for them through embracing the New Consumer Duty. This is prevalent for all staff and in doing so, we expect staff to: Comply with the letter, spirit and expectations of applicable legal and regulatory requirements at all times. Adhere to LGT Wealth Management’s best practice with regard to conduct, culture and other general business compliance control procedures Adhere to the FCA Conduct Rules in addition to any Senior Manager and Certification Regime responsibilities. Requirements Key Skills and Technical Requirements: Experience as a procurement\u002Fsupplier manager in a regulated environment. Highly effective in issue management. Proven track record of successful commercial negotiations. Excellent communication skills. Analytical and problem-solving abilities, with attention to detail. Risk focused approach to working with suppliers. Ability to effectively prioritise tasks and manage expectations. Sound regulatory knowledge. Due diligence experience 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 Wealth Management UK LLP Human Resources Richard Pusey Die LGT ist die weltweit grösste Private Banking und Asset Management Gruppe im Besitz einer Unternehmerfamilie. Als Family Office des Fürstenhauses von Liechtenstein überzeugen wir Sie mit langjähriger Erfahrung in der Verwaltung grosser Vermögen.",{"id":689,"slug":690,"title":691,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":692},7336,"trainee-portfolio-manager-lgt-wealth-management-uk-llp","Trainee Portfolio Manager","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: LGT Wealth Management is a UK-based firm providing a range of financial services to high-net-worth clients, with a particular focus on discretionary portfolio management. We manage over £30bn in assets under management (AUM) and operate multiple offices across the UK. As part of the family-owned LGT Group, we benefit from the backing and stability of an established international banking group. Responsibilities of the Portfolio Management Team span client account management, fund management, relationship support, contribution to investment research, and driving portfolio construction decisions. The Direct Portfolios Team is responsible for the management of unitised funds, reference portfolios, and client portfolios primarily composed of direct investments in equity and fixed income securities. Brief Role Objective: You will assist Portfolio Managers in all aspects of the investment process by assisting with portfolio construction, monitoring, data analysis and reporting, and producing presentation materials. You will be expected to develop a detailed understanding of the securities (equities, corporate\u002Fgovernment bonds, real assets, funds), asset classes, and markets in which we invest. You will develop strong professional relationships across LGT Wealth Management to develop an understanding of the wider business and enable effective collaboration and information sharing. Key Responsibilities: Assist Portfolio Managers in constructing, maintaining, and monitoring client portfolios and funds, ensuring alignment with client objectives. Assist with data analysis, performance measurement, and the generation of regular and ad-hoc reports for internal and external stakeholders. Assist with preparing presentations and other relevant materials for internal and client meetings. Support Investment Manager and Wealth Manager colleagues with investment related queries and operational requirements. Engage proactively with asset class research teams to support new investment idea generation and evaluate security selection. Attend meetings and presentations by companies and third-party managers. Where appropriate qualifications are held, you may assist with instructing trades across client portfolios and funds. Requirements Essential Requirements: An inquisitive nature and enthusiasm for learning about a wide variety of subjects, with the ability to turn analysis into actionable ideas. Strong interpersonal skills; with the ability to build relationships across the team and wider business. Excellent numerical and analytical skills. Strong organisation skills, effective time management, and ability to work to deadlines while maintaining attention to detail. Initiative and confidence to contribute from the outset. Willingness to complete relevant professional qualifications including IMC (Investment Management Certificate) and CFA (Chartered Financial Analyst). Full sponsorship for exams, training and study leave will be provided. Desirable Requirements: Minimum of a 2:1 degree. Applications are also welcome from candidates with significant relevant work experience and transferable skills, even if you do not have a degree. Demonstrated interest and understanding of global financial markets, with a particular focus on investing directly in equities and fixed income. Some experience of working in the financial services environment. Advanced Microsoft Office skills, particularly in Excel and PowerPoint. Experience using platforms such as Bloomberg and FactSet. Familiarity with various AI tools. 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 Richard Pusey Die LGT ist die weltweit grösste Private Banking und Asset Management Gruppe im Besitz einer Unternehmerfamilie. Als Family Office des Fürstenhauses von Liechtenstein überzeugen wir Sie mit langjähriger Erfahrung in der Verwaltung grosser Vermögen.",{"id":694,"slug":695,"title":696,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":697},11727,"senior-paraplanner-6-month-ftc-lgt-wealth-management-uk-llp","Senior Paraplanner - 6 month FTC","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 – Wealth Planning The Wealth Planning team is responsible for the provision of comprehensive financial planning advice to individuals, companies, partnerships and trusts. We work with our clients to create bespoke financial plans, considering the whole of the market in order to find the best financial planning solutions. We are involved in a broad range of activities including: Cash flow analysis Retirement planning Pension aggregation Income tax planning Investment structuring Inheritance tax planning Business planning Protection for death and illness Long term savings and investments Offshore and international planning for non-domiciled and non-resident clients Venture Capital Trust, Enterprise Investment Scheme and Business Relief advice Brief Role Objective: The primary role of the Senior Paraplanner is to provide a full professional and technical support function to both Senior Wealth Planners and Wealth Planners in meeting the client’s financial objectives. The Wealth Planners being supported may be based in the London office or across LGT’s UK regional offices (Bristol, Birmingham, Edinburgh, Manchester and Leeds). The Senior Paraplanner will be based in the London office. The Senior Paraplanner may also be required to carry out other duties allocated to them by the Senior Wealth Planners, Wealth Planners, Compliance team, Administration Manager or Paraplanner Manager to meet the wider needs of the Wealth Planning team. Key Responsibilities: Preparation and maintenance of client files Collect and analyse client’s financial information and work with the Senior\u002F Wealth Planner to determine strategies for meeting the client’s financial objectives. Ensure that all compliance documentation is recorded in line with LGT Wealth Planning’s procedure manual and FCA guidelines. Accurately record client information and documentation within ‘Intelligent Office’ back office management system. Identify and obtain the information necessary to complete a cash flow model (if required). Cash flow planning Interpret data received from the client and build a cash flow model using our cash flow modelling tool (Voyant). Ensure that all data input into the cash flow modelling tool is accurate and correct. Build the cash flow model with consideration to the client’s financial circumstances and objectives. Prepare an analysis document which details the outputs and key findings from the modelling, in line with the requirements of the Senior\u002F Wealth Planner and client. Advice and recommendation The Senior Paraplanner may attend client meetings with the Senior\u002F Wealth Planner (as required). Research and record all technical and product data relevant to the client and to the specific advice we are providing. Research should be undertaken both independently and alongside the Senior\u002F Wealth Planner. Provide technical support to the Senior\u002F Wealth Planner regarding specific queries relating to the advice we are providing. Analyse the client’s existing products\u002F financial arrangements to determine suitability in meeting the client’s objectives. Work with the Senior\u002F Wealth Planner to identify suitable solutions to meet the client’s objectives. Undertake financial calculations relevant to the financial advice. Manage the preparation and completion of comprehensive financial advice letters and suitability reports in line with LGT Wealth Planning’s procedure manual. Ensuring any recommendations are detailed in a clear, concise, jargon free manner. This would include (but not limited to) retirement planning, estate planning, cash flow reports, or financial strategy plans. Ensure that all client data detailed in our financial advice letters and suitability reports is accurate and correct. Ensure that the correct advice sign off is obtained prior to issuing the financial advice letters and suitability reports. Liaise with the client’s LGT investment manager, legal advisor, accountant and tax advisers, etc (where applicable). Oversee implementation of recommendations Ensure the advice file is in order prior to passing onto the Administration Manager for new business submission. Oversee the completion of application forms by the administration team prior to issuing to the client. Work with the administration team to oversee the implementation of the agreed recommendations. Prepare for client reviews. Act as main point of contact with providers \u002F third parties. Where required update existing cash flow models. Research and record on file technical and product data relevant to the client’s annual review. Administration Although the team has an administration team primarily responsible for liaising with third party suppliers; the onus is on the Senior Paraplanner to ensure the administration is completed in a time-efficient manner. This may involve letter writing, chasing of letters of authority, and chasing information from third parties. In the absence of the administration team, the Senior Paraplanner will be expected to undertake their own administration. Requirements Knowledge and Qualifications Advanced CII Diploma in Regulated Financial Planning (or equivalent Level 6 financial planning qualification). 5 years’ experience working within a holistic Paraplanning role. Candidates with less experience will be considered provided they can demonstrate they meet the requirements of the Senior Paraplanner role. Skills and Attributes: Excellent understanding of the financial planning and the regulatory advice process is essential. Excellent understanding of the compliance requirements within a financial planning team. Good knowledge of financial planning products and how to assess suitability relative to the client’s objectives. Ability to produce bespoke advice reports in clear and concise manner. Methodical and practical approach to work and delivering of financial advice. Good planning and organisational skills and able to prioritise own workload and meet agreed deadlines. Ability to manage expectations for both internal and external parties. Keep up to date with regulatory and legislative changes. Continue to maintain a high level of technical financial planning knowledge. Be honest and have integrity. Attention to detail. Experience of using cash flow planning software (Voyant). Experience of Inteligent Office (iO), Synaptics Research and IRESS Exchange. Advanced Microsoft excel skills would be desirable. 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 Die LGT ist die weltweit grösste Private Banking und Asset Management Gruppe im Besitz einer Unternehmerfamilie. Als Family Office des Fürstenhauses von Liechtenstein überzeugen wir Sie mit langjähriger Erfahrung in der Verwaltung grosser Vermögen.",{"id":699,"slug":700,"title":701,"location":10,"raw_job_location_address_addressLocality":515,"raw_hiringOrganization_logo_url":10,"raw_description":702},75026,"investment-assistant-lgt-wealth-management-uk-llp-2","Investment Assistant","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 and distribute account opening packs and ensure that they are fully and accurately completed and that all necessary documentation is provided. Provide regular and ad-hoc information and to clients ensuring that documents and reports are accurate, consistent and dispatched to timetable. Monitor the progress and timeliness of account opening and asset\u002Fcash transfers to meet our client service standards and keep all relevant internal and external parties informed. Assist in resolving client queries regarding their portfolios or account opening. Making payments for clients Preparing meeting packs for clients ensuring all data is accurate and up to date Prepare Investment Policy Statements ensuring that information around client’s objectives, risk profile and financial situation is accurately recorded and that any discrepancies are investigated and resolved. Ensuring correspondence and reporting is clear and not misleading, technically accurate and tailored to the client’s level of knowledge and understanding Liaise effectively with external custodians and providers to obtain information required for clients. Carry out ad-hoc administration tasks for the team as required. Proficient in the use of all internal and external systems and information feeds. Support for the Trainee Investment Managers on presentations, reports and analysis Requirements Key Skills and Technical Requirements: Good working knowledge of the Microsoft Office suite of products, in particular, Excel but also Outlook and Word. Understanding of front office systems is desirable. Understanding of intermediary and cross border relationships and account opening would be beneficial Willing to work towards professional qualifications in line with the firms internal policies and processes. Other Skills and Attributes: Takes initiative for own work, but also works well as part of a team. Acts at all times in a professional manner. Conducts role in accordance with LGT’s procedures, within individual authorisation levels and in a compliant manner. Accuracy and attention to detail and will take time to double check work. Strong communication skills; both verbal and written. Strong numeracy skills Flexibility with a willingness to learn and take on new tasks and learn fast Deals with all matters promptly, professionally and effectively without being reminded. Readily assists the team in achieving its objectives. Ability to prioritise and manage workload whilst responding to urgent requests as they arise. Follows tasks through to the end. Makes effective use of time in order to carry out tasks to the appropriate standard. A knowledge of private equity investments is beneficial 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 Anna Lyden Die LGT ist die weltweit grösste Private Banking und Asset Management Gruppe im Besitz einer Unternehmerfamilie. Als Family Office des Fürstenhauses von Liechtenstein überzeugen wir Sie mit langjähriger Erfahrung in der Verwaltung grosser Vermögen.",{"id":192,"slug":193,"title":194,"location":10,"raw_job_location_address_addressLocality":515,"raw_hiringOrganization_logo_url":10,"raw_description":704},"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: Company-wide rebrand Support the company-wide delivery of the rebrand from a marketing perspective, coordinating the rollout across marketing collateral, templates, digital channels, communications, merchandise and events. Work closely and collaboratively with internal and external stakeholders to support the implementation of new brand guidelines and contribute to the successful launch of the new brand, helping to ensure consistent adoption across all relevant channels and touchpoints. Events Work with the Events Manager to plan and deliver the firm’s flagship events programme, supporting the development of event concepts and ensuring activity is aligned with event governance framework and business and client objectives. Manage the day-to-day coordination of individual events, including guest management, CRM\u002Fevent registration, budget management, invitations and communications, collateral and event-day logistics, working closely with Relationship Managers and the wider Marketing team as required. Communications Support the review, production and delivery of regular and ad hoc client communications, including The Brief, monthly and quarterly communications, and communications developed in response to emerging business, market or client priorities. Work closely with colleagues across Marketing and the wider business to coordinate content, review and approvals, helping to ensure communications are timely, accurate, engaging and appropriate for our client audience, while maintaining consistency with the LGT Wealth Management brand and tone of voice. Projects and campaigns Support the delivery of a broad range of marketing projects and campaigns in response to business priorities, working across channels and audiences as required. Work collaboratively with the wider Marketing team, providing support across priority initiatives and contributing proactively to the broader marketing plan. Requirements Key Skills and Technical Requirements: Proven experience as a generalist Marketing Manager, including event experience, project management experience, communications and copywriting. Strong communication and stakeholder management skills. Excellent organisational and project management skills. Enthusiastic and solution-oriented attitude. A team player with ability to take the lead. Ability to perform well under pressure. High attention to detail. Excellent working knowledge of the Microsoft Office suite of products, especially Word, PowerPoint and Excel. 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 Die LGT ist die weltweit grösste Private Banking und Asset Management Gruppe im Besitz einer Unternehmerfamilie. Als Family Office des Fürstenhauses von Liechtenstein überzeugen wir Sie mit langjähriger Erfahrung in der Verwaltung grosser Vermögen.",{"id":211,"slug":212,"title":213,"location":10,"raw_job_location_address_addressLocality":515,"raw_hiringOrganization_logo_url":10,"raw_description":706},"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: Brand awareness strategy Work with the Digital Marketing Manager, LGT Group colleagues and an external agency, develop the firm’s brand advertising campaign. This will include: Managing the relationship with the external agency Reviewing and developing ideas for the creative and for the media planning strategy Developing strong working relationships with Group marketing counterparts Delivering to agreed timings Managing appropriate stakeholder sign off Working with external agency, third parties and Digital Marketing Manager on reporting, customer journey mapping on the website and conversions. PR Work with Head of Marketing to deliver the firm’s PR strategy for all target audiences, ensuring continuity to the Theme House and alignment with our comms approach. Manage the relationship with the external agency Manage appropriate stakeholder sign off Marketing material and literature Take ownership of the firm’s marketing materials and client literature, maintaining a central record of all collateral, including ownership, review dates and scheduled updates, and ensuring materials are reviewed and refreshed at the appropriate time. Manage regular updates to existing materials, working closely with the Marketing Executive and relevant stakeholders across the business to coordinate changes, approvals, design and production. Identify opportunities or requirements for new literature to support the prospect-to-client journey and wider business priorities, taking responsibility for its development from initial brief through to delivery, including copywriting, design and liaison with internal stakeholders and external designers. Events Take strategic ownership of the firm’s flagship events programme, maintaining oversight of the overall programme and ensuring it is aligned with the firm’s marketing strategy, event governance framework, and wider business and client objectives. Work closely with the Events Manager, who is responsible for the day-to-day planning and delivery of individual events, providing strategic direction and guidance and supporting prioritisation across the programme. Oversee resourcing at a programme level, working with the Events Manager to identify where support from other members of the Marketing team or additional resources may be required, rather than being involved in the day-to-day delivery of each event. Projects and campaigns Take responsibility for ad hoc projects and campaigns depending on critical business needs. Act as line manager to two Marketing professionals. Support, manage and develop both individuals, providing guidance and mentorship to foster their professional growth and ensure alignment with the team’s goals and strategies. Branding Act as brand guardian, ensuring that brand and communications guidelines are maintained across marketing and event-related assets. Support on the implementation of the company-wide brand repositioning project. Work with external design agency on creation of new marketing material. Requirements Key Skills and Competency Requirements: Proven experience as a generalist Senior Marketing Manager, including event experience, project management experience, copywriting and experience in managing external agencies. Excellent organisational and project management skills. Solution-oriented attitude. Experience managing or supervising other team members. A team player with ability to take the lead. Ability to perform well under pressure. High attention to detail. Strong communication and stakeholder management skills. Excellent working knowledge of the Microsoft Office suite of products, especially Word, PowerPoint and Excel. 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 Die LGT ist die weltweit grösste Private Banking und Asset Management Gruppe im Besitz einer Unternehmerfamilie. Als Family Office des Fürstenhauses von Liechtenstein überzeugen wir Sie mit langjähriger Erfahrung in der Verwaltung grosser Vermögen.",{"id":229,"slug":230,"title":231,"location":10,"raw_job_location_address_addressLocality":515,"raw_hiringOrganization_logo_url":10,"raw_description":708},"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 Service Management and Operational Governance Lead the Change Advisory Board (CAB), with support from the Service Delivery & Support Manager when required. Act as Major Incident Manager when required, ensuring major incidents are responded to, managed and resolved in accordance with the relevant process. Understand and work within the Incident, Service Request, Major Incident, Problem and Identity & Access Management processes. Work with our parent company, LGT Group, to maintain and continually improve ITIL processes. Support internal and external audit activities. Service Improvement and Business Engagement Maintain and drive the department’s Continual Service Improvement activity, identifying and delivering opportunities to improve service quality, efficiency and user experience. Work with LGT Group to streamline processes and strengthen working relationships across teams. Run service reviews with business stakeholders, reporting on service performance, issues, improvements and actions. Access and Employee Lifecycle Management Ensure joiner, leaver and transfer activities are completed accurately, promptly and in line with relevant processes. Project and Change Delivery Assist with change projects and requests as directed by the Service Delivery & Support Manager. Support and manage projects as required by the Service Delivery & Support Manager. Cover and Team Support Provide cover for the Service Delivery & Support Manager during periods of absence. Provide additional support and assistance as required by the Service Delivery & Support Manager. Requirements Key Skills and Competency Requirements Communication and Relationship Skills Strong interpersonal skills, with the ability to build effective relationships with colleagues, stakeholders and service partners. Excellent verbal and written communication skills. Ability to communicate clearly and professionally with both technical and non-technical audiences. Customer and Service Focus Strong customer service approach, with a commitment to delivering a high-quality experience. Service-focused mindset, with an understanding of the importance of responsive, reliable and user-centred IT support. Drive to continually improve the customer experience. Organisation and Delivery Strong time-management and organisational skills, with the ability to manage competing priorities effectively. Demonstrable attention to detail and commitment to producing accurate work. Continuous Improvement Ability to identify and contribute to service improvement opportunities. Proactive approach to improving processes, service quality and operational efficiency. Experience Demonstrable experience working in ITIL-aligned organisations, with a sound understanding of service management principles, governance, and the IT service lifecycle. Proven ability to apply ITIL processes, including incident, problem, change, request, and service-level management, to support consistent, high-quality service delivery and continual improvement. 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 Die LGT ist die weltweit grösste Private Banking und Asset Management Gruppe im Besitz einer Unternehmerfamilie. Als Family Office des Fürstenhauses von Liechtenstein überzeugen wir Sie mit langjähriger Erfahrung in der Verwaltung grosser Vermögen.",{"id":710,"slug":711,"title":712,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":713},17089,"fund-operations-analyst-12-month-ftc-lgt-wealth-management-uk-llp","Fund Operations Analyst - 12 month FTC","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 Fund Operations Team sits within the wider Fund and Product Services Department, which provides ownership and support for all services relating to non-custodied investments. This includes: External Asset Managers (EAM) operations with banks and platforms Lending facilities with our parent bank Fund Operations Product Development and Management Solvency II Reporting Alternative trading solutions Supporting activities with pension and offshore bond providers The Team is responsible for supporting the on boarding and maintenance of non-standard investment solutions and ensuring that such solutions meet the needs of our Front Office whilst also fitting in seamlessly with the firm’s operational infrastructure. The team is also responsible for the development, launch, investment operations and ongoing management activities of the firm’s fund range. At present, the firm manages circa 28 funds across the UK, Ireland and Jersey, as well as third party funds. Brief Role Objective: The role holder will carry out day-to-day fund administration and middle office tasks as required for the Firm’s range of UCITS and third-party funds. This includes trade life-cycle management, corporate actions, cash management, reconciliations and NAV oversight. The role holder will also support the Fund Operations Manager in building out the Team’s processes, as well as production of management information and any ad-hoc project work as necessary. Knowledge around how funds function operationally including the day-to-day reconciliation and administration of the funds is essential. Working knowledge of hedged share classes and subsequent administration is desirable. Key Responsibilities: Day to day fund administration of in-house managed funds including: Trade matching and confirmation Trade settlements and queries Failing trade monitoring and resolution Daily stock position reconciliation Transaction Reporting Daily subscription and redemption monitoring Cash management to include overdraft monitoring and hedging oversight NAV Oversight Cash payments and settlement monitoring Investment team queries and support Corporate Actions processing: Monitoring upcoming events Manage and submitting elections Processing events on pay date Corporate Actions processing: Monitoring upcoming events Manage and submitting elections Processing events on pay date Requirements 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 Die LGT ist die weltweit grösste Private Banking und Asset Management Gruppe im Besitz einer Unternehmerfamilie. Als Family Office des Fürstenhauses von Liechtenstein überzeugen wir Sie mit langjähriger Erfahrung in der Verwaltung grosser Vermögen.",{"id":715,"slug":716,"title":717,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":718},17090,"reconciliations-and-custody-control-manager-lgt-wealth-management-uk-llp","Reconciliations and Custody Control Manager","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 Custody and Execution Services business unit comprises of a number of teams in a back-office operations function: Trade Support, Dealing, Corporate Actions, Treasury and Custody Control. Custody and Execution Services provides a wide range of services and support for LGT Wealth Management’s Investment Managers, their teams and their clients. Brief Role Objective: This role is in the Reconciliations and Custody Control team within Custody Services. The main objective of this role is to provide BAU oversight of the cash and asset reconciliations processes and liaise directly with the CASS team to ensure accurate and timely production of the daily CMR calculation. This also includes undertaking regular reviews of all outstanding items and production of monthly MI. The individual may also provide cover for all reconciliations tasks during annual leave\u002Fsickness. As a manager of the team the individual will be expected to identify process improvements and effieicncies as will as partake in projects that impact the Reconciliations space. This will include upgrades and enhancements to our reconciliation tool Autorek as well as Figaro. Knowledge of both these systems will be extremely beneficial to the role. One of our strategic goals is to implement improved workflows and enhancements to our existing systems and this will be a key component for this new role. As a line manager, this role will require supporting and developing a team, undertaking goal setting and performance reviews. The individual will also be required to provide support to the Team Head for BAU control tasks and help implement new controls and reconciliations as part of the build out of the control framework. The successful candidate will therefore need to have an excellent understanding of all operations processes and be familiar with double entry book-keeping and the trial balance. Key Responsibilities: Oversight of cash and asset reconciliations, liaising with other teams to ensure comprehensive commentary and timely resolution of breaks. Provide absence cover if required for all reconciliations BAU tasks Review and oversight of the daily CMR calculation. Monthly formal reconciliation reviews and production of MI Development of comprehensive MI for cash and assets. Assist in the development of Autorek to enhance reporting and process efficiencies Procedure and policy reviews and updates Line Management Assist with UAT for system upgrades, new process implementations Assist on various projects across the business to ensure that impact Reconciliations and\u002For Custody Control. Requirements Key Skills and Technical Requirements: Competent in all MS Office products Advanced level of knowledge with excel Knowledge of FNZ’s Figaro system is desirable Knowledge of Autorek is extremely desirable SQL and Power BI expertise is desirable Other Skills and Attributes: Bachelor's degree in accounting, finance or related field, or equivalent work experience Wealth management and\u002For financial services experience gained within an operations environment Highly proficient in cash and asset reconciliations Demonstrable knowledge of CASS reconciliations Excellent numerical skills Investigative approach to problem solving Knowledge of double entry book-keeping and trial balance. Strong analytical skills with the ability to collect, organise and analyse and disseminate significant amounts of information accurately Excellent verbal and written communications skills, and excellent time management abilities 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 Die LGT ist die weltweit grösste Private Banking und Asset Management Gruppe im Besitz einer Unternehmerfamilie. Als Family Office des Fürstenhauses von Liechtenstein überzeugen wir Sie mit langjähriger Erfahrung in der Verwaltung grosser Vermögen.",{"id":720,"slug":721,"title":722,"location":10,"raw_job_location_address_addressLocality":515,"raw_hiringOrganization_logo_url":10,"raw_description":723},59334,"quality-assurance-lead-engineer-lgt-wealth-management-uk-llp","Quality Assurance Lead Engineer","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: Quality Leadership and Strategy Define and lead the QA approach, automation strategy and quality objectives for assigned products, initiatives and releases, aligned to delivery priorities and risk. Champion a risk-based, shift-left quality culture; ensure test planning starts early, and requirements, acceptance criteria and technical designs are complete, testable and traceable. Establish and evolve QA standards, test design practices, automation principles, quality gates and reporting, ensuring they are applied consistently. Provide clear recommendations on test scope, residual risk, release readiness and quality trade-offs to the QA Manager and delivery stakeholders. Test Planning, Design and Execution Lead the analysis of requirements, specifications and technical designs; actively participate in three-amigos sessions and agile ceremonies. Produce and assure comprehensive test plans covering manual, automated, functional and non-functional testing as appropriate. Design, review and maintain high-quality test cases, test data and test scripts in the agreed test-management tool, ensuring end-to-end traceability to requirements and defects. Lead hands-on execution of system, integration, regression, smoke, exploratory and acceptance testing across web, mobile and API-based applications. Coordinate test activities across releases and dependencies; manage test environments, test data and blockers in partnership with engineering and DevOps teams. Automation and Engineering Excellence Own and implement the team’s test automation strategy for assigned products, building and scaling the automation framework and prioritising high-value and business-critical coverage. Evaluate, introduce and embed AI-assisted testing tools (for example test-case and script generation, self-healing automation, synthetic test data and defect analysis) to speed up testing, extend coverage and reduce manual effort, ensuring AI-generated outputs are reviewed, validated and used responsibly. Design, develop, review and maintain robust automated tests and reusable test utilities using appropriate frameworks and coding standards. Work with DevOps and engineers to embed automated tests, quality gates and actionable reporting into CI\u002FCD pipelines. Diagnose complex failures and defects; lead effective triage, support root-cause analysis and verify fixes. People, Collaboration and Continuous Improvement Provide technical leadership, coaching, peer reviews and day-to-day guidance to QA engineers; support capability development and consistent ways of working. Partner with developers, product managers, architects and stakeholders to resolve quality risks and improve product usability, performance and resilience. Drive measurable improvements to QA processes, test efficiency, automation coverage, defect prevention and quality metrics. Reporting and Governance Produce and present concise test status reports, including coverage, execution progress, defect trends, risks, dependencies and release recommendations. Maintain auditable testing documentation, evidence and defect records in line with agreed processes. Requirements Key Skills and Technical Requirements: Education Bachelor’s degree in Computer Science, Information Technology, Computer Engineering or a related field, or equivalent professional experience. ISTQB Advanced, Test Automation Engineer, Test Manager or comparable QA certification is desirable. Experience 7+ years’ experience in software quality assurance, including substantial hands-on manual and automated testing experience; experience in financial services or wealth management is desirable. Strong test automation background, with proven experience defining and implementing a test automation strategy, building automation frameworks and scaling reliable automated coverage across products. Practical, hands-on experience leveraging AI-assisted tools to speed up testing — for example generating test cases, authoring and maintaining automated scripts, creating test data and accelerating defect triage. Demonstrated experience leading QA activities for complex products or multiple concurrent deliveries, including test strategy, release readiness and stakeholder reporting. Proven ability to coach QA engineers, conduct peer reviews and raise engineering and quality standards without direct line-management responsibility. Strong experience of smoke, regression, system integration, functional, exploratory and non-functional testing, with a risk-based approach. Practical experience working in Agile\u002FScrum teams and with DevOps practices. Technical Skills Advanced proficiency with test-management and defect-tracking tools (e.g. Xray, TestRail and Jira). Strong hands-on experience with automation frameworks such as Playwright, Cypress or Selenium, and with API testing tools such as Postman, Swagger or SoapUI. Hands-on experience using AI-assisted testing and coding tools (e.g. GitHub Copilot or AI features embedded in modern test platforms) to accelerate test creation, maintenance and analysis, with sound judgement on where AI adds value. Proficiency in TypeScript, Python or C# for test automation; ability to review automated-test code and promote maintainable engineering practices. Solid understanding of CI\u002FCD pipelines, version control (Git), test-environment management and quality gates. Working knowledge of SQL and database testing, plus web, mobile and API testing. Leadership and Communication Strong analytical, problem-solving and decision-making skills, including the ability to communicate risk and make pragmatic quality recommendations. Excellent written and verbal communication; confident influencing technical and non-technical stakeholders. Collaborative, proactive and resilient, with high attention to detail and a demonstrable commitment to quality. Beneficial Experience with Tosca, Salesforce or comparable CRM platforms (e.g. Dynamics). Experience of performance, security, accessibility or resilience testing. 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 Die LGT ist die weltweit grösste Private Banking und Asset Management Gruppe im Besitz einer Unternehmerfamilie. Als Family Office des Fürstenhauses von Liechtenstein überzeugen wir Sie mit langjähriger Erfahrung in der Verwaltung grosser Vermögen.",{"id":725,"slug":726,"title":701,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":727},19178,"investment-assistant-lgt-wealth-management-uk-llp","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 Brief Role Objective: Be part of a team providing general and administrative support to our Investments 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 assist with responding to client enquiries where appropriate. 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\u002Fcash 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 Personally develop to add breadth to role, value to your team and the wider business and contribute to continued business improvement Requirements Technical Requirements: Level 4 Qualified (Investment Advice Diploma) is desirable or support to work towards whilst in role considered Previous experience in Front Office environment, ideally within Wealth Management, with a good understanding of Back Office functions. Undertakes sufficient professional development for the role including CPD (log to be maintained). Other skills, competencies and attributes: 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 Vestra’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. Adheres to all company-wide policies, procedures and compliance requirements. IT: Good working knowledge of the Microsoft Office suite of products. Proficient in front office systems. 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 Die LGT ist die weltweit grösste Private Banking und Asset Management Gruppe im Besitz einer Unternehmerfamilie. Als Family Office des Fürstenhauses von Liechtenstein überzeugen wir Sie mit langjähriger Erfahrung in der Verwaltung grosser Vermögen.",{"id":729,"slug":730,"title":731,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":732},19182,"accounts-payable-manager-lgt-wealth-management-uk-llp","Accounts Payable Manager","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 Brief Role Objective: Ownership of the entire Accounts Payable Function. Hold line management responsibilities for the Finance Administrator The role holder will oversee and manage the accounts payable function across 5 entities; LGT WM LLP, LGT WM Ltd, LGT WM Jersey Ltd, LGT WM US Ltd and LGT Bank UK Branch, driving process improvements and efficiencies within our existing processes Key Responsibilities: To manage the Finance Administrator, providing guidance, mentorship and regular 121s to support and enhance the team performance To ensure timely and accurate processing of invoices, supplier reconciliation and cashflow monitoring across all 5 entities To ensure policies, procedures and workflows are understood and adhered to by the team and challenged where necessary To act as the SME for the SAP Concur system. Ensure expenses are booked accurately and queries resolved To identify inefficiencies, streamline processes by collaborating with both local and Group teams and drive ongoing system improvements To ensure effective operation of the core bank account reconciliation process, investigating any variances and discrepancies To build strong relationships with suppliers and respond to both internal and external queries promptly To forecast weekly payment run cycles to understand cash requirements so the Controlling team can optimise firm cash balances To proactively manage issues, errors or delays, communicating appropriately To ensure all invoice approvals are consistent with internal controls and to escalate any breaches of policy. Work alongside the Procurement team to ensure supplier data is complete and up to date To run accurate and timely aged creditor reports to investigate and take corrective action to clear aged balances To ensure all company credit card statements have valid receipts and transactions are recorded accurately in the accounting system To facilitate accurate and timely month end and year end close processes for the Accounts Payable team, and support Accountants with internal queries To develop and maintain accounts payable and expense policies and procedures and ensure robust internal controls To be the key contact for both internal and external auditors for the Accounts Payable team. To support Accountants across the external financial audit Requirements Key Skills and Technical Requirements: Strong experience of the Wealth Management industry Proven management experience and relationship building skills. Ability to influence a common goal and motivate others Experience with SAP Concur Experience working in the Financial Services sector Strong knowledge of VAT AAT or equivalent (desirable) Abacus Accounting System (desirable) Strong analytical skills with the ability to collect organise and analyse and disseminate significant amounts of information accurately Excellent communication and interpersonal skills and highly response to queries \u002F issues Excellent attention to detail Working experience with all Microsoft Office products Proven ability to be adapted and flexible, demonstrating high levels of resilience and ability to work under pressure Pro-active, willing to question existing processes and procedures Ability to work under pressure and in a fast paced, dynamic environment 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 Die LGT ist die weltweit grösste Private Banking und Asset Management Gruppe im Besitz einer Unternehmerfamilie. Als Family Office des Fürstenhauses von Liechtenstein überzeugen wir Sie mit langjähriger Erfahrung in der Verwaltung grosser Vermögen.",{"id":734,"slug":735,"title":736,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":737},19183,"product-services-analyst-12-month-ftc-lgt-wealth-management-uk-llp","Product Services Analyst - 12 month FTC","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 Fund and Product Services Team provide ownership and support for all services relating to non-custodied investments. This includes: Fund Operations Product Management\u002FFund Launching EAM operations with banks and platforms Lending facilities with our parent bank Alternative trading solutions Supporting activities with pension and offshore bond providers The Team is responsible for supporting the on boarding and maintenance of non-standard investment solutions and ensuring that such solutions meet the needs of our Front Office whilst also fitting in seamlessly with the firm’s operational infrastructure. Brief Role Objective: The role holder will support the Product Services Manager in the ongoing administration of the firm’s in-house fund range, particularly around the creation and publication of supporting fund documentation and data. The role holder will act as a relationship manager to key third parties such as SIPP and Offshore Bond providers and coordinate the setup of external data feeds as required as well as other administrative duties. Key Responsibilities: Product Provider Management Support the management of relationships with SIPP and Offshore Bond providers. Assist with onboarding new product providers – including liaising with Legal, Compliance and Operations. Act as a liaison between Front Office and product providers for SIPP and Onshore Bond-related queries. Assist with ongoing Due Diligence requests from SIPP and Offshore Bond providers. Data Services Manage the provision of static and dynamic fund data to platforms and vendors. Establish and maintain data feeds for third-party providers, including SIPP and Offshore Bond platforms. Assist with onboarding new software providers. Regulatory Reporting Oversee and coordinate regulatory reporting requirements, including: PRIIPs KID and UCITS KIID production Transaction cost calculations EMT, EPT, and EET data submissions Assessment of Value reporting Global Fund Registration Liaise with external partners to manage the registration of offshore funds across global jurisdictions. Commercial Oversight Manage fund invoicing processes and develop a deep understanding of each fund’s financial structure. Product Development Support the development and implementation of new investment products and capabilities, ensuring timely and effective delivery. Coordinate cross-functional workstreams—including Legal, Compliance, Distribution, and Operations—for new product launches. Assist with product modifications, including new share class launches, jurisdictional registrations, and platform onboarding. Governance and Documentation Draft and maintain policies, procedures, and workflows related to fund creation and ongoing management. Projects Assist with ongoing team projects on an ad hoc basis. Requirements Key Skills and Technical Requirements: Solid understanding of Wealth Management services and the industry as a whole In-depth understanding of the fund life cycle including launching of funds, ongoing administration and closures In-depth understanding of regulatory documentation including KIDs\u002FKIIDs, Prospectuses and Fund Supplements Understanding of UCITs rules applied to UK and EU based funds Experience of global fund registrations Understanding of the trade lifecycle and associated areas within investment operations Excellent communication skills to manage internal and external relationships Capacity and willingness to develop knowledge across a variety of products and services to perform the role to a competent standard. Technically minded with the ability to create new processes from scratch, such as analysis on service profitability and reconciliation processes. Working knowledge of hedged share classes desirable Knowledge of Global Tax Reporting advantageous Excellent Microsoft product skills, especially Excel Other Skills and Attributes: Developed organisational and project management skills; demonstrate high level of detail orientation and can manage multiple initiatives simultaneously Outstanding analytical, problem solving and critical thinking skills; ability to synthetize and explain impacts of simple to complex concepts Demonstrated personal accountability to ensure that products are delivered on time with a high degree of quality Ability to generate new ideas\u002Finitiatives to promote efficiency or improve performance Exceptional communication skills, with the ability to present and promote ideas at all levels of the organization 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 Die LGT ist die weltweit grösste Private Banking und Asset Management Gruppe im Besitz einer Unternehmerfamilie. Als Family Office des Fürstenhauses von Liechtenstein überzeugen wir Sie mit langjähriger Erfahrung in der Verwaltung grosser Vermögen.",{"id":739,"slug":740,"title":741,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":742},19184,"reward-manager-12-month-ftc-lgt-wealth-management-uk-llp","Reward Manager - 12 month FTC","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 Our HR team drives people development, culture and commercial value across the business. We work in close partnership with business leaders, colleagues and committees, supporting every stage of our people’s experience - from recruitment & onboarding to compensation, development and wellbeing. As a function, we work across HR Business Partnering, Recruitment, Training & Development, HR Transformation and Reward. We are collaborative, commercial and agile - proactive ambassadors for LGT’s culture, always seeking modern ways to support our people to be at their best and drive business transformation. Our Reward team focuses on delivering market leading benefits and developing progressive reward programmes, consistently enabling data\u002Ftechnology led standards in compensation, benchmarking, and analytics. The team plays a key role in our wider inclusion and wellbeing programmes, partnering across the Firm to embed positive culture engagement. Brief Role Objective As our Reward Manager, you will act as the subject matter expert for all payroll and benefits management across our UK and Jersey entities. You will lead on the day-to-day delivery of our payroll, benefits and pension offerings, managing relationships with key vendors including ADP, Mercer Marsh, and Aviva. In addition, you will be a key contributor to managing our annual compensation reviews, combining operational process excellence with comprehensive salary benchmarking and market analysis in close partnership with McLagan. Your analytical approach will help ensure our programmes are competitive and grounded in robust market data. You will also play a central role in supporting and driving reward-related change and implementation projects, helping ensure our reward offering remains visible, competitive, and aligned to our business strategy. Alongside this, you will conduct annual pay gap analysis and provide timely compensation analytics, supporting our commitment to fairness and inclusion. We expect you to actively maintain your technical knowledge and attend relevant industry events on payroll, benefits, and compensation, ensuring you are up to date with market and regulatory developments. Key Responsibilities Payroll Oversee and reconcile all monthly payroll submissions across UK & Jersey entities, ensuring accuracy and timeliness. Process monthly payroll, benefits and pension reports, coordinating with benefits and pension providers for seamless administration. Manage statutory payroll reporting requirements, ensuring full compliance with regulatory standards. Deliver payroll and benefit inductions to new joiners and act as the primary point of contact for all related queries. Provide expert guidance on parental leave, salary sacrifice, and HMRC-related matters, supplying schedules, management information, and reports as needed. Benefits Manage key relationships with benefits and pension vendors, proactively identifying and resolving benefit or pension discrepancies. Process and record all benefit vendor invoices, ensuring accuracy and timely payment. Oversee annual enrolment and rate renewals for our flexible benefits platform (Darwin), coordinating across insurance and health-based benefit schemes. Lead the testing and rollout of our annual benefits selection window on Darwin, guaranteeing a smooth employee experience. Keep the benefits portal updated with all starters, leavers, and compensation-related changes, maintaining data integrity. Administer the annual Holiday Buy\u002FSell scheme through our benefits portal, ensuring adherence to policy and deadlines. Reward Work closely with the Head of Reward & HR Transformation, Head of Business Partnering and Finance to manage our operational annual compensation review processes across the Firm Provide and adapt compensation review data analysis, highlighting key trends to support the Firm’s approach to pay for performance whilst ensuring fairness and integrity with our compensation award outcomes. Take a lead role with the Firm’s annual compensation benchmarking and market data exercise analysis, working closely with McLagan and our key recruitment partners Oversee internal salary banding, job profile levelling, and role coding to maintain consistency between our internal frameworks and external market benchmarks. Collate, validate, and submit annual compensation data to McLagan, working with the HRBP team to ensure correct coding and data integrity. Partner with Group Reward to provide baseline and budgetary information as required. Regulatory Conduct annual pay gap compensation data analysis (across gender, ethnicity, and socioeconomic demographics) and contribute to payroll reporting to support regulatory compliance. Action ad hoc visa-related payroll regulatory requirements within UK Home Office timeframes. Partner with Group HR and HRBP teams to manage international assignments, ensuring all related tax matters are addressed accurately and consistently, in cooperation with external tax and legal advisors. Lead payroll and benefits audit processes as required. Projects & Committees Support preparations for the EU Equal Pay Transparency Act. Contribute to the design of equal pay analysis in partnership with Group Reward. Maintain and develop our UK Compensation & Pay Gap dashboards. Establish wellbeing and health-based metrics aligned to the Firm’s broader people strategy. Support the rollout of Pension Governance initiatives. Play an active role in the wellbeing committee, Enrich, ensuring our benefits and wellbeing offering reflect Enrich’s strategic priorities. Lead on event communications and host wellbeing and benefits-related events. Requirements Key Skills and Technical Requirements Your Technical Skills & Experience Proven experience in managing monthly UK payroll submissions (ADP experience would be beneficial). Proficient with Microsoft Excel (including pivot tables); exposure to Power BI or people analytics tools is advantageous. Experience managing or coordinating external relationships with benefit and pension providers. Familiarity with flexible benefits platforms (e.g. Darwin) is an asset. Understanding of compensation review and salary benchmarking methodologies. Experience working in a regulated environment, such as financial services, is helpful. Your Core Competencies and Approach Excellent stakeholder management: approachable, responsive, and adept at building relationships across all business areas and management levels. Collaborative team player who thrives in a dynamic, changing environment. Highly proactive and hands-on, comfortable taking ownership and delivering outcomes at pace. Excellent organisational skills, with strong attention to detail and a commitment to data accuracy. Adaptable and solutions-focused, with a positive attitude towards change and continuous improvement. Willingness to learn, develop expertise, and support broader HR transformation and analytics initiatives. 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 Die LGT ist die weltweit grösste Private Banking und Asset Management Gruppe im Besitz einer Unternehmerfamilie. Als Family Office des Fürstenhauses von Liechtenstein überzeugen wir Sie mit langjähriger Erfahrung in der Verwaltung grosser Vermögen.",{"id":744,"slug":745,"title":746,"location":10,"raw_job_location_address_addressLocality":515,"raw_hiringOrganization_logo_url":10,"raw_description":747},59330,"administrative-assistant-12-month-ftc-lgt-wealth-management-uk-llp","Administrative Assistant - 12 Month FTC","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 Collate & distribute LGT Lombard Lending account opening and credit documentation Monitor the progress and timeliness of account opening and asset\u002Fcash 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\u002Finitiatives 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 Wealth Management UK LLP Human Resources Nicola Swatton Die LGT ist die weltweit grösste Private Banking und Asset Management Gruppe im Besitz einer Unternehmerfamilie. Als Family Office des Fürstenhauses von Liechtenstein überzeugen wir Sie mit langjähriger Erfahrung in der Verwaltung grosser Vermögen.",{"id":749,"slug":750,"title":751,"location":10,"raw_job_location_address_addressLocality":515,"raw_hiringOrganization_logo_url":10,"raw_description":752},59331,"trainee-it-support-analyst-lgt-wealth-management-uk-llp","Trainee IT Support Analyst","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: Receive and handle email, telephone and walk-up requests for service, from internal and external customers, following agreed procedures. Prioritise, diagnose, and resolve Incidents according to agreed procedures. Fulfilll Service Requests following documented processes and procedures. Perform security administration tasks, including providing access to IT resources. Complete IT daily checks. Write and update troubleshooting documentation and “How to” articles. Build new laptop and desktop workstations. Carryout desk moves, as required. Provide other assistance as requested by the Service Centre & Delivery Manager. Requirements Key skills, competencies and attributes: Have a positive can-do attitude to learn new things and take on exciting challenges. Excellent approach to Customer Service. Strong time management and organisational skills. Excellent written and verbal communication skills. Desirable Technical Requirements: Knowledge of Apple iOS devices. Knowledge of information security concepts and risks. 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 Die LGT ist die weltweit grösste Private Banking und Asset Management Gruppe im Besitz einer Unternehmerfamilie. Als Family Office des Fürstenhauses von Liechtenstein überzeugen wir Sie mit langjähriger Erfahrung in der Verwaltung grosser Vermögen.",{"id":257,"slug":258,"title":259,"location":10,"raw_job_location_address_addressLocality":515,"raw_hiringOrganization_logo_url":10,"raw_description":754},"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 Support Resolve IT application-related incidents, problems, service requests, assignments, periodical tasks in a timely and efficient manner in line with Business requirements and in line with ITIL practices. Employ appropriate application maintenance, support and incident management processes and procedures to support and maintain IT applications, and to investigate and resolve IT application-related incidents. As required, provide timely communication to users on the status of their incidents and requests. As necessary, liaise with IT suppliers to ensure IT application-related incidents and problems are resolved in a timely and professional manner. Undertake IT application-related problem diagnosis, implementing problem resolution or prevention measures as appropriate. Monitor the availability, performance and throughput of supported IT applications. Prioritise and schedule assigned support activities and tasks. Maintain IT application support technical documentation. Participate in disaster recovery activities, as required. Provide ad-hoc training to fellow support staff and end-users on supported applications. Implement, test and monitor required IT application changes, including software releases, in line with our Change Enablement Process. LGT Wealth Management UK LLP, 14 Cornhill, London EC3V 3NR, Phone +44 (0)20 3207 8000, info-uk@lgt.com, www.lgtwm.com 3\u002F4 Ensure capacity, availability, security and service support requirements are considered in all IT application changes. Understand and comply with the IT organisation requirements, processes, procedures and policies Perform other duties as assigned by your line manager The nature of the role may require working outside of normal business hours including weekends, evenings and public holidays Requirements Key Skills and Competency Requirements Technical Requirements: Experience supporting any of the following applications in a similar role:o Figaro (essential)o Salesforce (preferred) SQL Server Management Studio (preferred) Objectif Lune PlanetPress (preferred) INVU Document Management (preferred) WhereScape\u002FData Warehouse (desirable) Experience applying software release management techniques. Experience completing application testing. Demonstrable experience in a similar role in the financial services sector. Experience working in an ITIL aligned environment. Experience with an IT Service Management tool such as Service Now, JIRA or IVANTI. Other skills, competencies and attributes: Strong communication and interpersonal skills, with an ability to communicate effectively and professionally. Ability to produce clear written material and communicate technical information in a clear and understandable manner to non-technical stakeholders. Customer focused and goal orientated with keen attention to detail. Strong planning and organisation skills. Strong sense of ownership and ability to follow tasks through to completion. Ability to effectively engage with third party suppliers, with experience of allocating work to suppliers and working with suppliers to resolve issues. Willingness to learn new technologies and maintain industry knowledge. Ability to understand and determine when issues should be escalated to a higher level. Open to new ideas and change initiatives, with an ability to modify the current approach in the face of new demands. 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 Die LGT ist die weltweit grösste Private Banking und Asset Management Gruppe im Besitz einer Unternehmerfamilie. Als Family Office des Fürstenhauses von Liechtenstein überzeugen wir Sie mit langjähriger Erfahrung in der Verwaltung grosser Vermögen.",{"id":283,"slug":284,"title":285,"location":10,"raw_job_location_address_addressLocality":515,"raw_hiringOrganization_logo_url":10,"raw_description":756},"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 Partner closely with business units and support functions to understand workflows, pain points and opportunities where AI can create measurable value. • Lead AI use cases end to end from discovery and scoping through prototyping, implementation, rollout and continuous improvement. • Design, build and adapt AI agents and AI-enabled workflows to fit real business processes, enterprise constraints and the requirements of a regulated banking environment. • Take ownership of deployed AI agents by monitoring their usage, performance and business impact and by driving ongoing optimisation in collaboration with stakeholders. • Facilitate workshops and working sessions with business teams to identify, prioritise and shape high-impact AI use cases and practical implementation paths. • Act as a bridge between business and technology by translating business requirements into technical solutions and explaining technical concepts in a clear and accessible way. • Capture learnings from deployments and feed them back into reusable patterns, improvements and scalable approaches across the organisation. Requirements Your Responsibilities • Partner closely with business units and support functions to understand workflows, pain points and opportunities where AI can create measurable value. • Lead AI use cases end to end from discovery and scoping through prototyping, implementation, rollout and continuous improvement. • Design, build and adapt AI agents and AI-enabled workflows to fit real business processes, enterprise constraints and the requirements of a regulated banking environment. • Take ownership of deployed AI agents by monitoring their usage, performance and business impact and by driving ongoing optimisation in collaboration with stakeholders. • Facilitate workshops and working sessions with business teams to identify, prioritise and shape high-impact AI use cases and practical implementation paths. • Act as a bridge between business and technology by translating business requirements into technical solutions and explaining technical concepts in a clear and accessible way. • Capture learnings from deployments and feed them back into reusable patterns, improvements and scalable approaches across the organisation. Your Profile • Degree in computer science, engineering, data science, business informatics, innovation management, finance, economics or a related field; equivalent practical experience is also welcome. • Experience working effectively at the intersection of business and technology. • Strong understanding of business processes and stakeholder needs with the ability to build trust and work closely with internal clients and cross-functional teams. • Hands-on experience building and deploying practical technology solutions in complex enterprise environments. • Strong understanding of modern AI systems and agentic workflows including LLM integration, retrieval, tool use, context orchestration, evaluations, guardrails, observability and human-inthe-loop workflows. • Ability to analyse complex workflows, simplify ambiguity and translate business requirements into practical and responsible solutions. • Strong communication skills in English; German and additional languages relevant to LGT locations are an advantage. Preferred Qualifications • Experience in private banking, wealth management or financial services, ideally in areas such as client advisory, onboarding, KYC, investment processes, operations, risk or compliance. • Familiarity with enterprise requirements related to security, governance, risk management, data privacy and regulatory expectations. • Experience with modern software development, data management, system integration, cloud technologies, and relevant AI or automation tools. • Experience supporting adoption, change and continuous improvement in complex organisational environments. 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 Die LGT ist die weltweit grösste Private Banking und Asset Management Gruppe im Besitz einer Unternehmerfamilie. Als Family Office des Fürstenhauses von Liechtenstein überzeugen wir Sie mit langjähriger Erfahrung in der Verwaltung grosser Vermögen.",{"id":318,"slug":319,"title":320,"location":10,"raw_job_location_address_addressLocality":515,"raw_hiringOrganization_logo_url":10,"raw_description":758},"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 Act as a senior, hands-on engineer within the Platform & Infrastructure team, providing technical leadership and contributing to the successful delivery of the team’s cloud, platform and infrastructure roadmap. Design, build and operate a secure, resilient and scalable Azure infrastructure estate, including the associated CI\u002FCD, infrastructure-as-code, container and observability capabilities that support application delivery. Establish and evolve engineering standards, reference architectures, guardrails and reusable platform services, promoting consistency, automation, security, maintainability and operational excellence. Lead the design and implementation of robust software and infrastructure delivery automation using GitLab, Kubernetes, Helm, Terraform and appropriate DevOps and platform-engineering practices. Take ownership of complex technical designs, implementations and operational issues, managing risk and ensuring solutions are secure, supportable, cost-effective and transitioned effectively into operational service. Partner with architects, development teams and Group technology colleagues to deliver cloud adoption and application-modernisation initiatives, including environment design, migration planning, deployment automation and operational readiness. Embed security, resilience, compliance, monitoring and performance considerations throughout platform design and delivery, aligned with regulatory, Group and organisational requirements. Contribute to technical review, knowledge sharing and team capability development; maintain high-quality architecture documentation, standards, runbooks and operational procedures. Support effective platform service management, including incident and problem resolution, change planning, capacity and performance improvement, stakeholder communication, and evaluation of new technologies where they provide measurable value. Requirements Proven experience in a senior platform, infrastructure or cloud engineering role, ideally within financial services or another highly regulated environment. Strong hands-on experience designing, building and operating Microsoft Azure environments, including core compute, networking and storage services, with a sound understanding of identity, access management, network security, governance and cloud resilience. Demonstrable experience designing and improving CI\u002FCD pipelines using GitLab or comparable tooling, covering automated build, test, security assurance, deployment and release processes. Strong practical experience with containerisation and orchestration, including Docker, Kubernetes and Helm, alongside an understanding of GitOps principles such as declarative configuration and controlled environment promotion. Proven experience using Terraform to provision, configure and manage cloud and\u002For on-premise infrastructure, including the development of reusable, maintainable infrastructure-as-code patterns. Experience implementing or operating monitoring, logging and observability capabilities using tools such as Splunk, Prometheus, Grafana or equivalent, with the ability to use operational data to improve reliability and performance. Strong scripting and automation capability using PowerShell, Bash and\u002For similar languages, together with practical proficiency in at least one general-purpose language such as Python or Go. Able to write, maintain and review code used for automation, integrations, tooling and application support, with confident use of YAML for build, deployment and operational automation. Experience working in Agile delivery environments, such as Scrum or Kanban, and with collaboration and delivery tooling including Jira and Confluence. Strong communication and stakeholder-management skills, with the ability to collaborate effectively across distributed teams and communicate clearly with both technical and non-technical audiences Able to communicate complex technical concepts, decisions and risks clearly and appropriately to both technical and non-technical audiences. Strong technical writing skills and attention to detail, with the ability to produce clear, accurate documentation including architecture diagrams, standards, runbooks, implementation guides and change records. Proactive in documenting solutions, engineering standards and lessons learned to strengthen shared knowledge and support consistent delivery across the team. Comfortable operating in a fast-paced and evolving environment, able to manage multiple priorities while maintaining sound judgement, quality and delivery focus. A collaborative and constructive team member who shares expertise, welcomes challenge and feedback, and contributes positively to technical decision-making. Well organised and dependable, with strong time-management skills and a consistent record of delivering against agreed commitments and deadlines. 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 Die LGT ist die weltweit grösste Private Banking und Asset Management Gruppe im Besitz einer Unternehmerfamilie. Als Family Office des Fürstenhauses von Liechtenstein überzeugen wir Sie mit langjähriger Erfahrung in der Verwaltung grosser Vermögen.",{"id":355,"slug":356,"title":357,"location":10,"raw_job_location_address_addressLocality":515,"raw_hiringOrganization_logo_url":10,"raw_description":760},"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 Team Leadership & Management Lead, manage, and develop the Service Centre and Service Delivery teams to ensure high performance and continuous growth. Allocate resources effectively to meet service demands and requirements, including Tech Bar presence, Client Portal support line and visits to our UK and Jersey offices. Service Operations & Incident Management Oversee the resolution ITSM activities such as incidents, service requests, assignments, problems etc within agreed SLAs. Respond to escalations and complaints about IT Service, escalating to Head of Service Delivery where appropriate. Own the Major Incident process, take ownership of major incidents to ensure coordination of resolvers, effective stakeholder communications, and post incident review. Co-ordinate hardware deployments, including laptops, iPhones, headsets and desk moves. Accountable for ensuring stock levels of IT consumable items and order replacement items as required. Service Delivery Focus Collaborate with development, product and project teams to ensure smooth transitions from items coming in from projects to the support world. Own Identity Access Management processes; ensuring joiners, leavers, and transfers are completed accurately and in accordance with the relevant processes. Own the Change Enablement Process and execution of change advisory board (CAB) meetings. Stakeholder Engagement Maintain strong relationships with business users, Technology teams, and third-party vendors to ensure service alignment and satisfaction. Work with internal IT, LGT Group IT, and third-party IT functions to ensure actions are taken and completed to improve services. Communicate service performance, risks, and improvement plans to stakeholders regularly. Process Improvement & Governance Drive continuous improvement initiatives to enhance support processes, tools, and documentation. Ensure compliance with ITIL practices and internal governance standards. Ensure staff understand and apply all policies and procedures, keeping up to date with all internal compliance courses. Monitoring & Reporting Monitor performance and support metrics, identifying trends and areas for improvement. Produce regular reports on service performance, incident trends, and team productivity. Knowledge Management Ensure the creation and maintenance of knowledge base articles, runbooks, and support documentation. Promote knowledge sharing within the team to improve efficiency and reduce resolution times. Flexibility & Additional Responsibilities The nature of the role requires some work outside of normal business hours including weekends, evenings and public holidays. Perform other duties as assigned by Team Head, Service Delivery. Requirements Key Skills and Competency Requirements Leadership & Team Management Proven experience leading and developing high-performing support teams. Ability to motivate, coach, and mentor team members to achieve service excellence. Flexible approach to working hours, to accommodate global IT meetings and managing major incidents that occur outside of business hours. Technical Expertise Working knowledge of IT systems including: Windows 11 MS Teams SCCM Active Directory Group Policy MS Office iPhone mobile devices Video and audio-conferencing systems Experience using endpoint management tools, such as Microsoft SCCM and Microsoft Intune. Incident & Problem Management Skilled in managing major incidents, root cause analysis, and overseeing long-term fixes. Experience in creating and maintaining support documentation and knowledge bases. Familiarity with ITIL practices and experience with IT Service Management tools such as Ivanti, Service Now, JIRA etc. Stakeholder Communication Excellent communication skills with the ability to translate technical issues into business language. Strong relationship building skills with internal teams, vendors, and business stakeholders. Service Delivery & Continuous Improvement Experience in driving service improvements and optimising support processes. Ability to monitor KPIs and SLAs and take proactive steps to ensure targets are met. Risk & Compliance Awareness Understanding of data protection, security standards, cyber security concepts and compliance requirements. Ability to assess and mitigate risks related to application support and service delivery. Customer Focus Strong commitment to delivering high-quality support and enhancing user satisfaction. Ability to manage expectations and resolve conflicts effectively. 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 Die LGT ist die weltweit grösste Private Banking und Asset Management Gruppe im Besitz einer Unternehmerfamilie. Als Family Office des Fürstenhauses von Liechtenstein überzeugen wir Sie mit langjähriger Erfahrung in der Verwaltung grosser Vermögen.","LGT Wealth Management UK LLP ist ein renommiertes Vermögensverwaltungsunternehmen mit Sitz in London, das sich auf umfassende Finanzberatungs- und Investmentmanagement-Dienstleistungen für vermögende Privatpersonen, Familien und Institutionen spezialisiert. Als Teil der LGT Group, die im Besitz der Fürstlichen Familie von Liechtenstein ist, nutzt das Unternehmen eine starke Tradition im Private Banking und der Vermögenserhaltung. Es bietet maßgeschneiderte Lösungen wie Portfoliomanagement, Finanzplanung, Nachlassplanung und philanthropische Beratung mit Fokus auf langfristiges Wachstum und Risikomanagement. Das Unternehmen unterliegt der Regulierung der Financial Conduct Authority (FCA) im Vereinigten Königreich und betont einen kundenorientierten Ansatz, der globale Expertise mit lokaler Marktkenntnis verbindet.","LGT Wealth Management UK LLP is a prominent wealth management firm based in London, specializing in providing comprehensive financial advisory and investment management services to high-net-worth individuals, families, and institutions. As part of the LGT Group, which is owned by the Princely Family of Liechtenstein, the company leverages a strong heritage of private banking and wealth preservation. It offers tailored solutions including portfolio management, financial planning, estate planning, and philanthropic advisory, with a focus on long-term growth and risk management. The firm is regulated by the Financial Conduct Authority (FCA) in the UK and emphasizes a client-centric approach, combining global expertise with local market knowledge.",51.513255,-0.0878755,"https:\u002F\u002Flgt.com","14 Cornhill","EC3V 3NR","United Kingdom"]