Address
SalaryLGT 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 and Bristol. 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 eperience from across the industry, we provide a fleible, 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 £29 billion in funds under management and circa 700 staff.
Your challenge
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/resources for their client base
Brief Role Objective:
To assist the lead Business Development Directors. Supporting the BDDs to market LGT Wealth Management UK LLP to the Intermediary market base in order to increase the firm's Assets under Management (AUM). To act as ambassador for the firm and to actively promote LGT Wealth Management UK LLP.
Key Responsibilities:
- Responsible for contributing to and communicating the overall business strategy for LGT Wealth Management UK LLP to Intermediaries.
- To bring in AUM for LGT Wealth Management UK LLP from the Intermediary sector in line with the targets agreed with the Head of Business Development.
- Be alert to other opportunities in the market that might require investment management including charities and small institutional investors.
- To assist the Business Development Director with bringing in new business and secure new personal contacts to increase market share in accordance with the team’s strategy and plans.
- To help the Business Development Director to market LGT Wealth Management UK LLP to IFAs and others intermediaries as appropriate who can influence the buying decision. To e
- plore, research and create other opportunities in line with any relevant changes in the market.
- Actively introduce Investment Managers to key intermediaries when appropriate to help consolidate relationships. Refer business internally and e
- ternally to cement relationships and encourage further investment opportunities for the firm.
Your profile
IT:
Thorough understanding of Internal and E- ternal systems Proficient levels of Microsoft Office skills especially E
- cel, Word & PowerPoint.
Technical Requirements:
- 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.
- Relevant industry qualifications.
Other skills, competencies 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 e
- pose 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. E
- cellent 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 e
- penses are kept to a reasonable level.
- Actively assist others when required to ensure that the team meets its objectives.
Do you feel addressed? Then simply fill out the online application. We look forward to getting to know you.
Contact
Ale Johnson
Senior Recruitment Advisor+44 (20) 39438569
