Job Description

LGT Wealth Management was formed around a clear and uncompromising vision – to bring global best practice in building institutional quality investment portfolios to Australian clients.

With a shared passion for building an uncompromised business – we created something new from the ground up. A chance to leave behind the things that weren’t working, while enhancing the things that were. Our authentic and personalised client-first commitment. Our entrepreneurial spirit. Our focus in best-in-class advice. And our intimate understanding of the Australian private wealth landscape.

In 2022 we became a part of the LGT Group, who shared our entrepreneurial spirit, long-term approach and private-ownership model. Today, with the global expertise, stability, and capability of LGT behind us, we can work without being reliant on markets or margins, with a singular focus on giving our clients the advice and deep expertise they need for generations to come.

*Please note this is a 12 month fixed term contract*

Why join LGT Wealth Management?

• Flexible working arrangements that support collaboration and work–life balance.
• Tailored learning and development aligned with your role, professional requirements and future career goals.
• Access to Live, Grow, Thrive @ LGT Wealth Management, our wellbeing program designed to support employees’ wellbeing and help our people live well, continue to grow and thrive at work and beyond.
• Access to the Employee Assistance Program.
• Health and wellbeing initiatives delivered throughout the year.
• An Employee Referral Program.

Your responsibilities

• Complete daily reporting, reconciliations and operational checklists accurately and within agreed timeframes.
• Support the onboarding of new clients, including reviewing documentation requirements and completing AML/KYC verification checks.
• Create and maintain accurate client and account records across internal systems, including personal information, account classifications, products and services.
• Process account closures and deceased estate matters, including probate and will documentation.
• Support effective document management and ensure records are complete, accurate and appropriately maintained.
• Liaise with custodians, business partners, Investment Advisers and Adviser Assistants to resolve queries and progress client requests.
• Maintain high standards of data accuracy, integrity, confidentiality and security.
• Identify opportunities to simplify processes, improve controls and create greater operational efficiency and scale.
• Act with integrity and provide compliant, client-focused operational support.
• Ensure all activities comply with LGT’s risk policies, Standard Operating Procedures, relevant legislation and regulatory requirements.

To be successful, you will bring:

• At least two years’ operations experience within financial services.
• A sound understanding of Australian financial markets.
• Experience with client onboarding, account maintenance and AML/KYC requirements.
• Strong reconciliation, data-entry and record-management skills, with exceptional attention to detail.
• Excellent written and verbal communication skills.
• A logical and methodical approach to problem-solving.
• The ability to manage competing priorities and meet deadlines without compromising accuracy or service.
• A resourceful, resilient and flexible mindset, with a willingness to take a hands-on approach.
• A collaborative style and a commitment to contributing positively to the wider team.
• A degree in Finance, Business, Commerce or a related discipline.

LGT Wealth Management is committed to the ongoing development of their employees. Your development will be managed and tailored to your role and future career path.

LGT Wealth Management is an equal opportunity employer committed to embracing a diverse and inclusive work environment. We aim to attract and retain the best people regardless of their gender, marital/parental status, ethnic origin, nationality, age, background, disability, sexual orientation and gender identity.