Category Relationship Management
Workload Full Time (80%)
Posted on 17 September 2024
LGT is the largest Private Banking and Asset Management group in the world to be owned by an entrepreneurial family. As the family office of the Princely House of Liechtenstein, we have years of experience in the management of sizeable sums of assets.
Your challenge Key Responsibilities On-boarding of clients, account opening and day to day administration and maintenance of client portfolios.
Provide effective and timely management of settlement obligations.
Liaise with Operations team to coordinate cash and stock transfers, corporate actions, and international trading execution.
Assist in servicing client accounts by researching routine problems and assisting with queries, identifying errors, listening to the needs of clients and, with approval, initiating corrections.
Assist in preparing information for Investment Adviser prior to meetings, follow up with adviser post meeting and update where necessary.
Regular liaison with clients, Advisers, and other internal departments.
Proactive client management ensuring that annual reviews, updates of risk profile and expiring documentation are carried out by your team in a timely manner.
Handle all incoming and outgoing correspondence.
Maintain client files.
Manage and report on the Investment Adviser's service delivery, including compliance with the portfolio mandate.
Assist the Investment Advisers with preparation of investment proposals, new pitch documents, review documents as required.
Assist in coordination of client functions and marketing events.
Your profile About You You are degree qualified, preferably in finance, or have relevant prior experience in a similar position within a professional services firm and have a strong ability to use technology, particularly when it comes to spreadsheets. We are a relationship-based firm, so your interpersonal and client skills are second to none, as is your ability to connect with others. Your attention to detail is outstanding and you are a logical thinker, who is always looking at ways to streamline processes and make improvements where possible.
An understanding of investment/financial planning concepts, superannuation and taxation regulation are an advantage, as are relevant tertiary qualifications.
If you are a self-starter, passionate about what you do, love a team environment and are comfortable using technology for everything, we want to hear from you!
Do you feel addressed? Then simply fill out the online application. We look forward to getting to know you. Contact Ahaly Kunasingham HR Coordinator LGT Crestone Wealth Management Ltd.
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