LGT Crestone has emerged as a leader in the Australian private wealth sector. Acquired by LGT in 2022, we are now a part of the world’s largest family-owned wealth management and asset management group. As a privately owned firm decision processes are short and structures are stable.
Together LGT and LGT Crestone provide the deep trusted relationships of a local firm, with the scale strength and security of a multinational. We provide unprecedented global perspectives, more investment opportunities and fresh expertise in private markets, sustainable investing and intergenerational wealth.
No matter your role, your drive, talent, ideas, and vision allow us to support people in achieving financial success.
Key Responsibilities
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On-boarding of clients, account opening and day to day administration and maintenance of client portfolios.
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Provide effective and timely management of settlement obligations
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Liaise with Operations team to coordinate cash and stock transfers, corporate actions, and international trading execution.
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Assist in servicing client accounts by researching routine problems and assisting with queries, identifying errors, listening to the needs of clients and, with approval, initiating corrections.
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Assist in preparing information for Investment Adviser prior to meetings, follow up with adviser post meeting and update where necessary.
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Regular liaison with clients, Advisers, and other internal departments
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Proactive client management ensuring that annual reviews, updates of risk profile and expiring documentation are carried out by your team in a timely manner.
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Handle all incoming and outgoing correspondence.
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Maintain client files
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Manage and report on the Investment Adviser’s service delivery, including compliance with the portfolio mandate
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Assist the Investment Advisers with preparation of investment proposals, new pitch documents, review documents as required.
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Assist in coordination of client functions and marketing events
About You
You are degree qualified, preferably in finance, or have relevant prior experience in similar position within a professional services firm and have a strong ability to use to use technology, particularly when it comes to spreadsheets. We are a relationship-based firm, so your interpersonal and client skills are second to none, as is your ability to connect with others. Your attention to detail is outstanding and you are a logical thinker, who is always looking at ways to streamline processes and make improvements where possible.
An understanding of investment/financial planning concepts, superannuation and taxation regulation are an advantage, as relevant tertiary qualifications.
If you are a self-starter, passionate about what you do, love a team environment and are comfortable using technology for everything, we want to hear from you!
LGT Crestone is committed to the ongoing development of their employees. Your development will be managed and tailored to your role and future career path.
LGT Crestone 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.
