About

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, Bristol and Manchester. 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 £30 billion in funds under management and circa 700 staff. Job Description Business Unit: The Fund and Product Services Team was created to provide ownership and support for all services relating to non-custodied investments. This includes: Fund Operations Product Management/Fund Launching EAM operations with banks and platforms Lending facilities with our parent bank Alternative trading solutions Supporting activities with pension and offshore bond providers The Team is responsible for supporting the on boarding and maintenance of non-standard investment solutions and ensuring that such solutions meet the needs of our Front Office whilst also fitting in seamlessly with the firm’s operational infrastructure. Brief Role Objective: The role holder will support the Product Services Manager in the ongoing administration of the firm’s in-house fund range, particularly around the creation and publication of supporting fund documentation and data. The role holder will act as a relationship manager to key third parties such as SIPP and Offshore Bond providers and coordinate the setup of external data feeds as required as well as other administrative duties. Key Responsibilities: Product Development Support the development and implementation of new investment products and capabilities, ensuring timely and effective delivery. Conduct feasibility assessments for proposed products by collaborating with key stakeholders to identify critical delivery components and time-to-market considerations. Prepare financial analyses to support product proposals and decision-making. Coordinate cross-functional workstreams—including Legal, Compliance, Distribution, and Operations—for new product launches. Assist with product modifications, including new share class launches, jurisdictional registrations, and platform onboarding. Global Fund Registration Liaise with external partners to manage the registration of offshore funds across global jurisdictions. Regulatory Reporting Oversee and coordinate regulatory reporting requirements, including: PRIIPs KID and UCITS KIID production Transaction cost calculations EMT, EPT, and EET data submissions Assessment of Value reporting Data Services Manage the provision of static and dynamic fund data to platforms and vendors. Establish and maintain data feeds for third-party providers, including SIPP and Offshore Bond platforms. Product Provider Management Support the management of relationships and queries from SIPP and Offshore Bond providers. Assist with onboarding new product providers as required. Commercial Oversight Manage fund invoicing processes and develop a deep understanding of each fund’s financial structure. Governance and Documentation Draft and maintain policies, procedures, and workflows related to fund creation and ongoing management. Key Regulatory Responsibilities: Our clients are at the forefront of everything we do, and we commit to ensuring we achieve good outcomes for them through embracing the New Consumer Duty. This is prevalent for all staff and in doing so, we expect staff to: Comply with the letter, spirit and expectations of applicable legal and regulatory requirements at all times. Adhere to LGT Wealth Management’s best practice with regard to conduct, culture and other general business compliance control procedures Adhere to the FCA Conduct Rules in addition to any Senior Manager and Certification Regime responsibilities. Requirements Key Skills and Technical Requirements: In-depth understanding fund life cycle including launching of funds, ongoing administration and closures Working knowledge of hedged share classes desirable In-depth understanding of regulatory documentation including KIDs/KIIDs, Prospectuses and Fund Supplements Understanding of UCITs rules applied to UK and EU based funds Experience of global fund registrations Knowledge of Global Tax Reporting advantageous Solid understanding of Wealth Management services and the industry as a whole gained through 3+ years experience Understanding of the trade lifecycle and associated areas within investment operations Excellent communication skills to manage internal and external relationships Capacity and willingness to develop knowledge across a variety of products and services to perform the role to a competent standard. Technically minded with the ability to create new processes from scratch, such as analysis on service profitability and reconciliation processes. Other Skills and Attributes: Organizational and project management skills; able to demonstrate high level of detail orientation and can manage multiple initiatives simultaneously Outstanding analytical, problem solving and critical thinking skills; ability to synthetize and explain impacts of simple to complex concepts Demonstrated personal accountability to ensure that products are delivered on time with a high degree of quality Ability to generate new ideas/initiatives to promote efficiency or improve performance Exceptional communication skills, with the ability to present and promote ideas at all levels of the organization Contact Information We are looking forward to receiving your online application. For any further information please do not hesitate to contact us. LGT Wealth Management UK LLP Human Resources Richard Pusey 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.