Investment Assistant

About the role

LGT Wealth Management UK LLP, a UK-based partnership wholly owned by the private banking group LGT, is recruiting an Investment Assistant in Jersey. The role sits alongside the Investment Manager and the Head of Front Office Business and Support, covering account opening, administration, reporting and asset transfers.

Key responsibilities

• Collect and complete new account documentation accurately, liaising with Client Onboarding and the Investment Manager
• Help prepare Investment Policy Statements, recording client objectives, risk profile and financial situation and resolving discrepancies
• Distribute account opening packs to clients, intermediaries, fiduciaries and financial advisers, and inform them of account opening, IPS, payments and transfers
• Monitor account opening and cash/asset transfers against client service standards, keeping internal and external parties informed
• Support intermediaries with ad-hoc administration queries and Figaro reporting (valuations, statements, tax requests)
• Provide regular monthly and quarterly information to clients with accurate, consistent documents
• Assist with account closures, contacting third-party providers and operations in London to arrange transfers and send closing documentation
• Create payments and standing orders, check details and ensure funds are available
• Oversee changes to investment circumstances or static data in Figaro, and monitor cash balances on overdrawn and closed accounts
• Check client onboarding and static data maintenance, assist with periodic reviews, scan and file documents and record signed documents in Agiloft
• Cover administration assistant, client onboarding and maintenance assistant, and office manager roles when needed

Required profile

• Previous experience in a front office environment, ideally in investment management, with a good understanding of back office functions
• General knowledge of investments and securities, and understanding of anti-money laundering and client due diligence
• Outgoing, proactive attitude, prompt and professional handling of matters, teamwork and willingness to go the extra mile for clients

Required skills

• Sound technical knowledge of current legislation, industry practice and products
• Thorough understanding of internal and external systems
• Proficiency in Microsoft Office, especially Excel, Word and PowerPoint