The posting
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
Portfolio management
- Contribute towards the construction of Bespoke Model Portfolios / customised IFA investment strategies
- Lead quarterly Investment Committee meetings with IFA adviser firms
- Manage assets and provide advice in accordance with LGT Wealth Management’s investment process, adhering to approved investment lists and risk parameters
- Manage daily flows and investment strategies on Strategic Funds
- Apply top-down and bottom-up investment insights to multi-asset class portfolios
- Contribute to idea generation, vehicle selection, risk and performance analysis
- Use internal sustainability tools to analyse portfolios
- Feeding fund research requirements into ACC/fund research team
- Monitor markets to understand current drivers and market sentiment at the asset class and sub-asset class level
- Assist with the evaluation of different asset classes and select appropriate securities for inclusion in the Bespoke Model Portfolios
- Evaluate impact of strategic and tactical asset allocation decisions
- Evaluate the impact of stock/fund specific, market and general economic indicators and take appropriate action within the Bespoke MPS portfolios
- Portfolio performance/asset allocation
- Ensure portfolios reflect the LGT WM house view
- Oversee and manage a cohort of IFA clients and ensure tasks are completed in timely fashion
- Attend external fund manager meetings
Communications
- Act as a primary contact for IFAs and their clients for the Bespoke Model Portfolio Service
- Be a key point of contact for IFA pitches and ongoing investment update presentations
- Deliver webinars on portfolios and investment topics for IFAs and their clients
- Write clear, concise and technically accurate communications
- Have involvement in ongoing market comms to IFAs and clients (written, quarterly and ad hoc webinars)
Other
- Mentor and help oversee the Trainee Portfolio Managers within the team
- Responsible for the quality/accuracy queries answered by team
Requirements
Key Skills and Technical Requirements:
- A thorough understanding of all asset classes and portfolio construction within the wealth and asset management industry
- Strong understanding of market cycles, drivers and characteristics, with experience applying this knowledge to portfolio management and positioning
- A working understanding of investment strategies (alternatives strategies, factor/styles, etc.) across asset classes
- Expertise in multi-asset portfolio construction and risk management, with sustained framework behind investment process
- Strong communications skills, with ability to articulate portfolio and trade objectives at both a high level and at more nuanced levels to internal and external stakeholders
- Sound knowledge of UK wealth management industry and thorough understanding of the regulatory framework
- Experience within a similar role is desirable
Other Skills and Attributes:
- Relevant industry qualifications (including but not limited to IMC and full CFA suite) is essential
- Strong interpersonal skills; with the ability to build relationships within the Research Team and also with the Business Development team.
- Excellent organisational skills, effective time management and delivery to deadlines
- Strong numerical and analytical skills, specifically in the context of portfolio management
- Actively assists others as and when required to ensure that the team meets its objectives
- Ability to keep abreast of developments in the financial services industry and of all relevant regulatory changes
- Ability to take the initiative within an understood framework of scope and authority
- Acts at all times in a professional manner and as an ambassador to the Firm within the intermediary community
- Must be able to easily articulate complex market conditions and solutions to clients
- Deals with all matters promptly, professionally and effectively. Ability to work under pressure
- Conducts role in accordance with LGT’s policies and procedures adhering to the Firm’s compliance guidelines
- Entrepreneurial, self-motivated and target driven
- Driven and hands-on, with 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
Nicola Swatton
