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 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 / 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/and 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.
- 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
Nicola Swatton
