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DΞΛDLINΞ IN

BΛCK

INTΞЯNSHIP PЯOGЯΛMMΞ 2024 LONDON (GB)

 

 

Category                              Graduates/Trainees

Workload                            Full Time (≥ 80%)

Posted on                            18 December 2023

About us

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.

Your challenge

Internship Programme 2024

Your gateway into the world of Wealth Management.

If you are currently at university (and due to graduate in summer 2025) and considering a career in Financial Services, we want to hear from you!

Our Internship programme will introduce you to the Wealth Management sector where you will develop your industry knowledge and gain on the job work experience enabling you to prepare for an excellent start in your career.

Want to find out more about why a career in Wealth Management could be for you? Click here to gain some great insights into our industry across as wide range of people and businesses who make an impact in our sector. #makeitPIMFA

Our 2024 Internship Opportunities

This year we will be hosting eleven interns across a number of areas in our business including:

  • Business Operations (Custody Services)
  • Client Services
  • Investment Proposition (based in our Edinburgh office)
  • Portfolio Management
  • Sustainable Investing
  • International Clients Desk

Below is an outline of what each of these business areas performs. While we will ultimately decide what internship position to place you in, you can indicate in your application if there are particular areas of our business you would prefer to have the opportunity to work in.

Your primary place of work will be in our City of London office (aside from the Investment Proposition role which is Edinburgh based) where you will be placed on an eight week programme between 1 July & 23 August 2024.

We care about the development of our people and we will ensure you gain a mixture of formal learning combined with on-the-job professional experience. Each intern will be given a project to work on by their managers as well as performing day to day tasks. We will host a number of ‘Meet the business’ meetings across people within our business for the duration of your internship and you will be asked to present your projects at the end of your internship to fellow intern peers and to different members of the Firm.

Our interns will follow the hybrid model of working in the office and homeworking, however we would expect you to be in the office for the vast majority of your week.

Your Salary & Living Allowance

Our internship programme is paying £500 a week and you will be payrolled through our external recruitment partner, Bruin Recruitment.

In addition, if you are required to rent accommodation in London for the duration of our internship programme, we will provide an additional £150 per week living allowance to help support the cost of your accommodation. Please note you will be required to provide proof of a rental agreement to be eligible for this living allowance.

Join Us

We want to continue building on our sense of belonging that truly inclusive groups of people can bring. If you want to start your career in a Firm where you can make a genuine, positive impact to the future of wealth management, we welcome you to join us.

You do not need a background in finance to apply for one of our programmes. Ultimately, we can teach what you need to know about this internship and our industry. In return, we need you to bring your drive, passion, and enthusiasm to make the most of this opportunity.

Click here to find out more about our Firm and why it could be the best place to gain some valuable work experience when considering your future career options.

“Through a shared set of values, we make sure that our Firm fits into the world in a way that is positive.”

Ben Snee, CEO LGT Wealth Management

How to apply

Apply online at: https://app.beapplied.com/apply/liavcm92cp?utm_source=jobpage

Key Dates:

18 December 2023 – Applications Open

26 January 2024 – Applications Close

Up until 16 February 2024 – Assessors review candidate applications

16 February – 4 March 2024 – 1st Stage virtual interviews with HR

5 -11 March 2024 – Assessors shortlist final round candidates

12 March – 25 March 2024 – Final round virtual interviews

Up until 8 April 2024 – Internship Offers Made

1 July – 23 August 2024 – Internship programme duration

Equal Opportunities

We recognise the importance of equality, diversity and inclusion in the workplace and we strive to maintain a culture where all our people are treated equally, fairly and with respect.

We are committed to providing equal opportunities in every aspect of employment from the advertisement of jobs; recruitment and selection of candidates; training, development and promotion of employees; review of performance, pay and benefits; and the application of all policies and procedures through to the last day of employment.

Our aim is to recognise and value diversity as a strength and to foster a workplace in which people have equal opportunities to contribute and develop according to their individual merits. We have a responsibility to ensure equal opportunities for all our people and enabling them to succeed both personally and professionally. Our dedicated #included committee supports our mission to build and champion a diverse and inclusive workforce. Find out more here about our diversity and inclusion initiatives we are focusing on as a business.

Your Data

As part of the Firm’s approach to embrace our inclusive culture, we are asking all applicants to anonymously provide us with their gender, age, disability, ethnicity, and social mobility data. This will be collected via our recruitment platform, Be Applied.

All information provided in this form will be treated in confidence and stored in line with the Data Protection Act 2018. Our Privacy Notices can be accessed here;

We encourage all applicants to inform us if they require any reasonable adjustments via our Be Applied recruitment platform as they progress through the application process.

Business Unit Descriptions

Business Operations (Custody Services):

Business Operations is the engine room of our Firm providing a wide range of essential support and services for the Investment/Wealth Asset Managers, their teams, and their Clients.

The Custody Services unit comprises several teams:

  • Settlements team: Responsible for the accurate and timely settlement of all trade purchases and sales for the Firm in Funds, Equities and Bonds both in the UK and overseas.
  • Corporate Actions team: Processing of dividend distributions and interest on fixed income products (including the appropriate tax withholding) or mandatory/voluntary corporate events for the Firms assets under management.
  • Transfer team: Manages all aspects of the client transfer in/out process for all product types.
  • Treasury team: Manages all the Firm’s cash movements in multiple currencies and the funding of its bank accounts. This also includes maintaining relationships with our sponsoring banks and those organisations we hold term deposits with.
  • Data Management team: Responsible for providing support in delivering on the firm’s data strategy for Operations by establishing and maintaining data processes, controls, procedures, and methodologies in line with agreed firm wide governance policies and standards.
  • CASS team: Oversees the Firms compliance with the FCA’s client asset rules contained within the Client Assets Sourcebook (CASS).

Client Services

The Client Services team provide efficient, reliable, and pro-active administrative support service to the Client Management, Investment and Client Services teams of LGT Wealth Management team. The main purpose of the Investment Assistant role is to support and assist the Investment Managers (IMs) in performing administration support tasks for client accounts.  Key Responsibilities include opening of new client accounts, day to day servicing queries, production of key client collateral supporting the preparation for client and marketing meetings.

Investment Proposition (based in our Edinburgh office)

What is Proposition?

Simply put it is what we offer, to who, where and for how much. We provide investment management and financial planning services to a wide range of Private Clients, Charities and institutional investors, both direct and via Financial Advisers, across the globe for a fair price.

What do we do?

Define, develop and manage of proposition in line with the wider business plan. This encompasses the full proposition lifecycle: idea generation, market and client research, design, internal governance and approvals, input to marketing and distribution activity through to ongoing management. The team ensures a strong commercial focus underpins all proposition activity. We work across a wide range of business areas including: front office, legal, compliance & risk, client service, investments, finance, business development and client governance.

Portfolio Management:

The team provides a portfolio management service for the Firm providing both bespoke and model portfolios where appropriate. They work in conjunction with the Wealth/Relationship Managers providing investment management for Private Clients, Charities and Trusts. They manage portfolios across all major asset classes including sustainable investments and adopt the Investment Committee’s views. The team contribute to the Investment Committee as well as sitting on various specialist sub-committees.

Sustainable Investing

LGT’s Sustainable Investment Team manages a number of different sustainable mandates and portfolios for families, charities and for financial adviser firms. The team has grown in size and scope over the past 2 years and is now responsible for managing in excess of £1.5bn in assets. Sustainable investing is one of the fastest growing areas within the finance sector and at LGT, and consequently, the Sustainable Investment team is a dynamic and fast-paced team to work in.

International Clients Desk

The International Clients Desk create bespoke wealth management solutions to suit client’s needs, meeting complex financial and tax requirements, wherever they reside. They have many years’ experience in dealing with UK resident non-domiciled clients, and investors based in other jurisdictions with interests in the UK.

Your profile

If you are currently at university (and due to graduate in summer 2025) and considering a career in Financial Services, we want to hear from you!

ΛPPLY

About LGT

Since 2008, we have been committed to offering clients a fresh approach to wealth management, with a service that is as individual as they are. 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 rigorous investment process means that we do not invest in anything we do not believe in. We do not manufacture and sell in-house products and we do not have product sales targets. Our advice is aligned to nobody’s interests but those of our clients.

Our areas of expertise cover portfolio management services, financial planning, services for intermediaries and their clients and discretionary portfolio services for US connected clients via our subsidiary LGT Wealth Management US Limited.

The partnership ethos of our business has allowed us to attract some of the best talent in our industry and draw together in-depth experience from multiple disciplines. We offer an experienced, personalised, flexible and direct approach to investment planning and management across multiple asset classes.

Running through this approach is our core value of always putting clients’ interests first.

Please visit our website at: www.lgtwm.com

All content must be respectful and we reserve the right to remove and moderate comments.

LGT Wealth Management UK LLP is authorised and regulated by the Financial Conduct Authority (FCA). Registered in England and Wales: OC329392. Registered office: Fourteen Cornhill, London, EC3V 3NR.

Investors should be aware that past performance is not an indication of future performance, the value of investments and the income derived from them may fluctuate and you may not receive back the amount you originally invested.