LGT Group

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 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 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 £29 billion in funds under management and circa 700 staff. Business Unit: Our ambitious growth strategy is underpinned by our commitment to enhance the client experience and deliver market leading personalised Wealth Management. We are embracing digital technology to help us achieve this ambition. Our Technology team, co-located with our business in the heart of the City of London, is central to achieving this ambition. We are investing in a modern technology stack, adopting a product-based approach to development, and delivering solutions through an agile framework. Our Technology team is responsible for: Software Development Infrastructure DevOps and Automation Service Delivery Brief Role Objective: The Application Support Manager is responsible for managing the provision of business critical software applications to enable the operation of LGT Wealth Management. The role includes management of a team of technical experts. The role has a broad remit including responsibility for the operation of strategic applications, project delivery and contribution to the broader IT strategy. Key Responsibilities: Lead, manage, and develop the application support team to ensure high performance and continuous growth. Allocate resources effectively to meet service demands and project requirements. Service Operations & Incident Management Oversee the resolution of application-related incidents, service requests, and problems within agreed SLAs. Act as the escalation point for critical application issues and act as a major incident manager. Application Lifecycle Support Ensure effective support for applications throughout their lifecycle, including deployment, maintenance, and decommissioning. Collaborate with development, product and project teams to ensure smooth transitions from project to support. Stakeholder Engagement Maintain strong relationships with business users, Technology teams, and third-party vendors to ensure service alignment and satisfaction. Communicate service performance, risks, and improvement plans to stakeholders regularly. Process Improvement & Governance Drive continuous improvement initiatives to enhance support processes, tools, and documentation. Ensure compliance with ITIL practices and internal governance standards. Ensure staff understand and apply all policies and procedures, keeping up to date with all internal compliance courses. Monitoring & Reporting Monitor application performance and support metrics, identifying trends and areas for improvement. Produce regular reports on service performance, incident trends, and team productivity. Change & Release Support Support the planning and execution of application changes and releases, ensuring minimal disruption to services. Participate in change advisory boards (CAB). Knowledge Management Ensure the creation and maintenance of knowledge base articles, runbooks, and support documentation. Promote knowledge sharing within the team to improve efficiency and reduce resolution times. Flexibility & Additional Responsibilities The nature of the role requires some work outside of normal business hours including weekends, evenings and public holidays. Perform other duties as assigned by Head of Service Delivery. Your profile Key Skills and Technical Requirements: Leadership & Team Management Proven experience leading and developing high-performing support teams. Ability to motivate, coach, and mentor team members to achieve service excellence. Technical Expertise Strong understanding of applications, databases and integration technologies. Familiarity with ITIL practices and service management tools. Incident & Problem Management Skilled in managing major incidents, root cause analysis, and overseeing long-term fixes. Experience in creating and maintaining support documentation and knowledge bases. Stakeholder Communication Excellent communication skills with the ability to translate technical issues into business language. Strong relationship building skills with internal teams, vendors, and business stakeholders. Service Delivery & Continuous Improvement Experience in driving service improvements and optimising support processes. Ability to monitor KPIs and SLAs and take proactive steps to ensure targets are met. Change Management Experience supporting application changes, releases, and deployments in a controlled environment. Ability to collaborate with project teams to ensure smooth transition into support. Understanding of data protection, security standards, cyber security concepts and compliance requirements. Ability to assess and mitigate risks related to application support and service delivery. Customer Focus Strong commitment to delivering high-quality support and enhancing user satisfaction. Ability to manage expectations and resolve conflicts effectively. Do you feel addressed? Then simply fill out the online application. We look forward to getting to know you. Transparency is important to us. That is why you will find everything that matters to us on our website - plus everything you should know about us before you meet us in person, open an account or apply for a job. That includes, for example, the history of the Princely Family, which is closely intertwined with our own.

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 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 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 £29 billion in funds under management and circa 700 staff. Brief Role Objective: As a Senior Investment Assistant, you will serve as a pivotal member of the support team, providing expert general and administrative assistance to our Wealth Managers to ensure the highest standard of client service. In addition to managing complex client-related, administrative, and organisational tasks, you will act as a key point of contact for internal and external stakeholders, oversee the quality of services delivered by the team, and mentor junior colleagues. You will take ownership of specialist functions such as account opening and regulatory compliance, contribute actively to cross-team initiatives and process improvements, and represent the admin team in firm-wide projects and committees. Your experience and leadership will be essential in resolving escalated queries, driving operational excellence, and ensuring continued adherence to best practices and industry standards. Key Responsibilities: Act as the main point of contact for administrative queries, both internally and externally, related to the team's clients. Maintain a thorough understanding of the clients managed by the team to provide high-quality administrative services. Oversee the quality and quantity of administrative services provided to clients on behalf of the team. Act as the team's account opening specialist, ensuring all account opening processes are executed with precision, efficiency, and in full compliance with regulatory and internal standards. Act as a role model and mentor, support junior colleagues across teams or departments, providing guidance on work allocation, output, and professional development. In Team Support Managers absence, be able to supervise the support team and ensure continuity and the smooth execution of daily operations. Build and maintain strong collaborative relationships with colleagues in other departments. Particularly with teams we work closely with such as Client Due Diligence, Data Team, Transfers, Treasury etc and others we closely interact with to ensure seamless cooperation and effective workflow. Serve as a reference point for resolving internal queries related to administrative processes and client matters. Actively participate in the FO Assistant Forum, contributing ideas and process improvements. Assist with the firm-wide implementation of projects or systems related to the support function. Ensure all administrative processes comply with regulatory requirements and internal policies. Take on more complex work to establish yourself as a technical expert within the team. Serve as a member of the US Team 'Implementation Committee' initiative representing the admin team and assisting with projects that arise from this. Your profile Other skills, competencies and attributes: This role is open to those who have previously worked in a Front Office environment in a similar role Takes initiative for own work, but also works well as part of a team. Acts at all times in a professional manner. Conducts role in accordance with LGT Wealth Management's procedures, within individual authorisation levels and in a compliant manner. Accuracy and attention to detail and will take time to double check work. Strong communication skills; both verbal and written. Flexibility with a willingness to learn and take on new tasks. Deals with all matters promptly, professionally and effectively without being reminded. Readily assists the team in achieving its objectives. Ability to prioritise and manage workload whilst responding to urgent requests as they arise. Follows tasks through to the end. Makes effective use of time in order to carry out tasks to the appropriate standard. IT: Good working knowledge of the Microsoft Office suite of products, in particular, Outlook, Excel and Word. Understanding of front office systems is desirable. Do you feel addressed? Then simply fill out the online application. We look forward to getting to know you. Transparency is important to us. That is why you will find everything that matters to us on our website - plus everything you should know about us before you meet us in person, open an account or apply for a job. That includes, for example, the history of the Princely Family, which is closely intertwined with our own.

Senior Data Analyst London (GB) • Edinburgh (GB) 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 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 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 £29 billion in funds under management and circa 700 staff. Business Unit The Data team are responsible for processing client on-boarding and data update functions in accordance with the due diligence review, firm data requirements and those for security data and pricing. The team are also responsible for providing support in delivering on the firm's data strategy by establishing and maintaining processes, controls, procedures and methodologies in line with agreed firm wide governance policies and standards. Brief Role Objective: This role is in the Securities & Firm Data team (part of the Custody Control Team within Custody & Execution Services). The Senior Data analyst will primarily be responsible for maintaining security data, pricing and classification information on Figaro. They will also provide day-to-day data support for the Front Office and liaise with our vendors and other internal teams to ensure high level of data accuracy. As a senior member of the team the individual will be expected to identify process improvements and efficiencies, as well as taking on additional responsibilities and deputising for your Line Manager where required. The Senior Data analyst will also assist the project team with testing releases/upgrades from Figaro, including review and updating existing procedures for the maintenance of security data within Figaro and implementing data quality checking processes to mitigate risk. Maintain the Figaro Stock File for both listed and unlisted stocks and products Assure the accuracy of Stock File information provided by ICE Responding to all incoming queries from Investment Managers and Clients The daily and monthly update of manual prices on Figaro where necessary Ensuring that the industrial and geographical classifications of stocks are correctly reported on client's portfolios Monitoring price movements and corporate actions Ensuring the overnight pricing files from our data vendor and Reference data have been received and populated correctly on Figaro Liaising with the Research team to ensure approved funds are correctly reported Generation and recalculation of composite benchmarks Loading new stocks: on request for the Front Office, Research and the Transfers team Investigate data discrepancies within the firm's trading Figaro Act as a point of contact and subject matter expert on Securities & Firm Data issues Build strong working relationships with the Front Office, the wider Custody Control team, Client Reporting and other teams within the Custody Services department Your profile Technical Requirements: Competent in all MS Office products - especially Excel - Power BI is desirable Strong analytical skills with the ability to collect organize and analyse and disseminate significant amounts of information accurately Knowledge of FNZ's Figaro system is desirable Good working knowledge of Bloomberg and ICE is desirable Other skills, competencies and attributes: Excellent written and oral communication skills A team player with good interpersonal skills/ability to build relationships Strong focus on consistency, accuracy and quality with an excellent attention to detail Industry knowledge - experience of security and pricing data essential Pro-active, willing to question existing processes and procedures Excellent organisational skills Capable of organising workload and delegate tasks effectively Do you feel addressed? Then simply fill out the online application. We look forward to getting to know you. Transparency is important to us. That is why you will find everything that matters to us on our website - plus everything you should know about us before you meet us in person, open an account or apply for a job. That includes, for example, the history of the Princely Family, which is closely intertwined with our own.

Business Analyst - Custody and Execution Services - 12 month FTC London (GB) 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 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 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 £29 billion in funds under management and circa 700 staff. Business Unit: The Custody and Execution Services Team comprises of 45 staff and provides a wide range of essential support services for the Firm's Investment/Wealth Asset Managers, their teams, and their Clients. It is made up of several functions - Dealing, Settlements,Transfers and ISA Aministration, Treasury, Corporate Actions and Tax and Operations Control. Brief Role Objective: The Business Analyst will work with the Custody Services Support Manager and the Custody and Execution Services business teams to drive technological, regulatory and business improvements across the department. The focus will be on implementing change within the function to meet the needs of a rapidly growing business. They will be expected to support a variety of projects to ensure a smooth and efficient service is delivered to our clients and business units. Key Responsibilities: Provide analytical support across the Custody Services department to keep pace with the changing environment Support the planning and delivery of projects such as implementing new functionality or sytems, or enhancing existing processes. Be a key driver of change Produce meaningful and accurate MI and KPIs that are well-presented Contribute to Custody Services policy and procedural reviews, with a view to achieving improved operational efficiency, regulatory or audit compliance Build strong working relationships with all key Custody Services stakeholders (the Front Office, IT, Compliance, Risk etc.) Your profile Technical Requirements: Advanced Excel (specific experience with Data Analysis) Experience with BI visualisation tools (e.g. Power BI) SQL is desirable, or a willingness to learn Knowledge of FNZ's Figaro system is desirable Other skills, competencies and attributes: Wealth management and/or Financial Services experience, gained within an Operations support environment Strong analytical skills with the ability to collect, organise, validate and draw conclusions from large numerical data sets Excellent attention to detail and is thoughtful with presentation Investigative approach to problem solving Excellent verbal and written communication Can exhibit skill in prioritisation, planning, monitoring and self-management Strong sense of ownership and ability to follow tasks through to completion Experience in managing projects covering business change and IT Do you feel addressed? Then simply fill out the online application. We look forward to getting to know you. Transparency is important to us. That is why you will find everything that matters to us on our website - plus everything you should know about us before you meet us in person, open an account or apply for a job. That includes, for example, the history of the Princely Family, which is closely intertwined with our own.

Front Office Risk and Control Officer London (GB) • Edinburgh (GB) 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 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 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 £29 billion in funds under management and circa 700 staff. Business Unit: Sitting within the Front Office, the role of the Front Office Risk & Control Team is to help ensure that good client outcomes are being achieved, and portfolios are being correctly managed in line with relevant regulatory standards, internal policies, and procedures. Brief Role Objective: The Front Office Risk & Control Officer will report into the Head of Front Office Risk & Control, with a strong focus on Suitability for our Discretionary Management Service and Wealth Planning Service. The Team also provide support to strategic initiatives and day-to-day issues which may arise - within both the Front Office function and wider business. Monitoring will include a combination of pre-planned assurance work together with dealing with ad hoc queries and requests for information. The role holder is expected to be passionately focused on good client outcomes and the prevention of foreseeable harms. Key Responsibilities: Support the design and upkeep of the Team's monitoring processes to ensure adherence with key regulatory requirements and internal policies, procedures, group standards. Complete regular monitoring tasks (including Suitability), in line with the Team's monitoring plan. A key focus of this role will include monitoring in relation to our Discretionary Management Services and Wealth Planning Services (e.g. pension accumulation, retirement planning, inheritance tax planning). 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 Suitability matters. Strong collaboration and sharing of best practice with teams within the Front Office and the wider business, including Risk & Compliance. Support the delivery of key Front Office Risk & Control initiatives - developments within the team, with a focus on efficiency, intelligent use of data and, where appropriate, help introduce automation. To coordinate and provide Suitability related training as agreed. Your profile Key Skills and Technical Requirements: Educated to degree level or equivalent professional experience. Experience of working in a discretionary or advisory investment management environment with a focus on Retail investors. Awareness of the current financial services environment. Relevant industry or professional Compliance qualification. Other Skills and Attributes: Strong knowledge and application of FCA Suitability requirements; and good knowledge of FCA conduct of business rules as they relate to both discretionary portfolio management and wealth planning services. Strong knowledge and awareness of the relevant rules and guidance of the JFSC and SEC. Client centric. Investment focused - good understanding of client investment needs; a working knowledge of fixed income, equity and cash type instruments, investment concepts and characteristics. 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 / Wealth Planners. Attention to detail and strong focus on accuracy of information. Self-confident and able to influence effectively. Self-motivated. Do you feel addressed? Then simply fill out the online application. We look forward to getting to know you. Transparency is important to us. That is why you will find everything that matters to us on our website - plus everything you should know about us before you meet us in person, open an account or apply for a job. That includes, for example, the history of the Princely Family, which is closely intertwined with our own.

Front Office Risk and Control Officer London (GB) • Edinburgh (GB) 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 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 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 £29 billion in funds under management and circa 700 staff. Business Unit: Sitting within the Front Office, the role of the Front Office Risk & Control Team is to help ensure that good client outcomes are being achieved, and portfolios are being correctly managed in line with relevant regulatory standards, internal policies, and procedures. Brief Role Objective: The Front Office Risk & Control Officer will report into the Head of Front Office Risk & Control, with a strong focus on Suitability for our Discretionary Management Service and Wealth Planning Service. The Team also provide support to strategic initiatives and day-to-day issues which may arise - within both the Front Office function and wider business. Monitoring will include a combination of pre-planned assurance work together with dealing with ad hoc queries and requests for information. The role holder is expected to be passionately focused on good client outcomes and the prevention of foreseeable harms. Key Responsibilities: Support the design and upkeep of the Team's monitoring processes to ensure adherence with key regulatory requirements and internal policies, procedures, group standards. Complete regular monitoring tasks (including Suitability), in line with the Team's monitoring plan. A key focus of this role will include monitoring in relation to our Discretionary Management Services and Wealth Planning Services (e.g. pension accumulation, retirement planning, inheritance tax planning). 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 Suitability matters. Strong collaboration and sharing of best practice with teams within the Front Office and the wider business, including Risk & Compliance. Support the delivery of key Front Office Risk & Control initiatives - developments within the team, with a focus on efficiency, intelligent use of data and, where appropriate, help introduce automation. To coordinate and provide Suitability related training as agreed. Your profile Key Skills and Technical Requirements: Educated to degree level or equivalent professional experience. Experience of working in a discretionary or advisory investment management environment with a focus on Retail investors. Awareness of the current financial services environment. Relevant industry or professional Compliance qualification. Other Skills and Attributes: Strong knowledge and application of FCA Suitability requirements; and good knowledge of FCA conduct of business rules as they relate to both discretionary portfolio management and wealth planning services. Strong knowledge and awareness of the relevant rules and guidance of the JFSC and SEC. Client centric. Investment focused - good understanding of client investment needs; a working knowledge of fixed income, equity and cash type instruments, investment concepts and characteristics. 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 / Wealth Planners. Attention to detail and strong focus on accuracy of information. Self-confident and able to influence effectively. Self-motivated. Do you feel addressed? Then simply fill out the online application. We look forward to getting to know you. Transparency is important to us. That is why you will find everything that matters to us on our website - plus everything you should know about us before you meet us in person, open an account or apply for a job. That includes, for example, the history of the Princely Family, which is closely intertwined with our own.

Product Manager - Custody, Trading and Investment (12 month FTC) London (GB) 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 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 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 £29 billion in funds under management and circa 700 staff. Business Unit: The Business Transformation team was introduced in January 2023, responsible for product management across all business and client facing technology and tasked with leading the company's long term digital transformation strategy. The Head of Business Transformation reports to the CEO of LGT Wealth Management. The team are responsible for driving innovation, engaging with all business units to ensure we continue to challenge and improve our processes, systems, products and services to ensure we are positioned to meet the future expectations of our clients and support the growth of the business. The team are responsible for the product management of front office and client facing technology, including but not limited Client Lifecycle Management (CLM), Portfolio Management, Custody Services, Research and Client Portals. Brief Role Objective: The Product Manager will work closely with the Lead Product Manager for Investments. They will take ownership of the alignment and product development of our investment operations proposition, including but not limited to Custody, IBOR, dealing and settlements. As a Product Manager, you will be part of the team charged with integrating and improving a key part of the LGT WM Business, with the goal of delivering innovative, efficient solutions to support the business. The Product Manager will bridge the gap between technology and the business, nurturing a long-standing collaborative partnership. To succeed in this role, you must be able to: collaborate with senior business stakeholders, be commercially minded, constantly develop your business knowledge and awareness, be comfortable working with APIs and be able to work within a long-standing Agile team. Key Responsibilities: Acting as the subject matter expert to developers and vendors around deliverable outcomes Understand the needs of key business stakeholders and ensure their requirements are understood and turned into actionable agile user stories. Communicate the value / benefits delivered by the product team to relevant stakeholders and governance groups, taking ownership of the portfolio management and research ecosystem. Take the lead in product updates, giving regular demos and training across the business. Articulate the product vision and how each story supports that vision. Working in the grey areas, totally comfortable with ambiguity and able to find a way forward. Able to translate human into tech and vice versa. Lead an agile product team delivering high quality well written user stories and acceptance criteria. For internal systems, own the product backlog and be responsible for ensuring the backlog is refined, transparent and clear to all, and show what the team will work on next For external systems, support the management of relationships with multiple vendors, facilitate release planning and ensure the product roadmap aligns to the overall team strategy and objectives. Liase with wider product teams to determine any product dependencies and negotiate to avoid blockages. Ensure that all design and delivery is robustly managed in terms of conduct, delivery and operational risk in line with LGTWM's business standards. Your profile Key Skills and Competency Requirements: Direction - is well informed about the business and strategic context. Keeps moving forwards and loves change Alignment - works across team boundaries to share perspectives and maximise efficiencies. Well connected and maintains broad set of relationships, laser focussed on the vision Commitment - shares success and openly acknowledges high performers. Has humility, acknowledges shortcomings and can admit error Behaviours - passion to challenge the status quo with an experimental mindset to drive innovation Collaborative - Thrives in a team, builds and nurtures great relationships and shares knowledge openly Experience, Qualifications and other requirements specific to the role: Degree level 5+ years Product Manager experience Experience of transformational change Experience working with APIs, microservices and distributed architecture Experience working with external vendors across Portfolio Management or Investment Services Experience leading teams in an agile setting, delivering continuous change into a production environment Has worked in financial services setting, preferably within Asset Management, Wealth Management or Private Banking Excellent spoken and written English. Do you feel addressed? Then simply fill out the online application. We look forward to getting to know you. Transparency is important to us. That is why you will find everything that matters to us on our website - plus everything you should know about us before you meet us in person, open an account or apply for a job. That includes, for example, the history of the Princely Family, which is closely intertwined with our own.

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 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 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 £29 billion in funds under management and circa 700 staff. Business Unit: We are involved in a broad range of activities including Investments, Strategy and Planning/Structuring. The foundations of the team are built on technical excellence and integrity to ensure that the client receives a holistic wealth management service. The team pools its wealth of knowledge from the individuals within it who are experts in their field to ensure that the client receives a first class service in terms of investment advice. Brief Role Objective (Trainee Investment Manager): To provide general and administrative support to and the Investment Managers to ensure that the client receives first class service. Responsible for ensuring that administrative, organisational and client related tasks are completed accurately, efficiently and in a timely manner. Will have regular contact with HNW client base, dealing with their enquiries and providing support at client meetings where appropriate. Key Responsibilities: To assist the team with all aspects of client contact, including ongoing and regular reporting requirements and ad-hoc reporting requirements To act as the liaison with the Dealers and Back Office on the settlement of deals, keeping the team abreast of any irregularities To maintain client lists and information, including spreadsheets/databases and Bloomberg sheets. To review and advise on corporate actions To provide all analytics for the team, including performance, asset allocation reports and capital gains To ensure that all current/new client account data is complete, up-to-date and accurate at all times To produce reports and presentations for existing and prospective clients including the collating and distribution of valuations and end of year packs To deal with client correspondence and queries To monitor portfolios content and performance for Investment Managers To ensure all prospects are stored on the relevant database and all client correspondence on file To preparing and collate research and stock recommendations for the Investment Managers, including purchase and sale paragraphs To monitor external custodians for accuracy and timeliness of processing Maintain and update Investment Policy Statements (IPS) Execute required dealing activity under instruction to implement strategic and tactical asset allocation decisions in client portfolios Your profile Key Skills and Technical Requirements: This role is open to those who have previously worked in a Front Office environment in a similar role, e.g. an Investment Assistant Good working knowledge of the Microsoft Suite of Products Undertakes sufficient professional development for the role including CPD (log to be maintained) Other Skills and Attributes: Keeps abreast of all relevant developments in the financial services industry and any regulatory changes which may affect the team Generates new ideas/initiatives to help promote firm to potential clients Keeps accurate client records and ensures these are held in the appropriate format on the relevant database Strong interpersonal skills; ability to build relationships with different teams Takes initiative for their own work within an understood framework of scope and authority Acts at all times in a professional manner Deals with all matters promptly, professionally and effectively without being reminded Conducts role in accordance with LGT's policies and procedures, within individual authorisation levels and in line with compliance requirements Readily assists the team and the Firm in achieving its objectives Undertakes other tasks or specific project work as and when requested by the Investment Managers Makes effective use of time in order to carry out tasks to the appropriate standard Excellent verbal and written communication skills Organised approach to work, with close attention to detail so that records (including client files) are maintained in line with the Firm's policies and procedures Do you feel addressed? Then simply fill out the online application. We look forward to getting to know you. Transparency is important to us. That is why you will find everything that matters to us on our website - plus everything you should know about us before you meet us in person, open an account or apply for a job. That includes, for example, the history of the Princely Family, which is closely intertwined with our own.