LGT Crestone 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.
Your ResponsibilitiesOn-boarding of clients, account opening and day to day administration and maintenance of client portfolios.
Provide effective and timely management of settlement obligations including funds and/or securities due, margin calls, asset transfers, cash transfers; corporate action management; facilitation of order execution and quote requests as required; IPO and Placement coordination.
Liaise with Operations team to coordinate cash and stock transfers, corporate actions, and international trading execution.
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.
Assist in preparing information for Investment Adviser prior to meetings, follow up with adviser post meeting and update where necessary.
Regular liaison with Clients, Advisers, and other key stakeholders including Operations, Investment Solutions, Financial Planning & Wealth Management .
Proactive client management ensuring that annual reviews, updates of risk profile and expiring documentation are carried out by your team in a timely manner.
Provide a wide range of administrative support including data entry, photocopying, faxing, email management and general clerical duties.
Handle all incoming and outgoing correspondence.
Maintain client files within Avaloq ensuring any updates are managed with clients and Operations and maintaining manual records as required.
Provide overall telephone assistance to the Investment Advisers, answering incoming calls and taking messages.
Manage and report on the Investment Adviser’s service delivery, including compliance with the portfolio mandate.
Assist the Investment Advisers with preparation of investment proposals, new pitch documents, review documents as required.
Assist in coordination of client functions and marketing events in conjunction with the Business Manager and Event Manager.
Provide team-oriented support to other Adviser Assistants and the National Adviser Assistant Manager as required.
Provide ad hoc coverage for the reception area.
Assist in housekeeping of the office as required.
Degree qualified in Finance or related disciplines
RG146 accreditation or equivalent (or willingness to work quickly towards obtaining the qualification)
Level 1 & Level 2 Derivatives accreditation seen as an advantage
A minimum of 2 years’ experience in a similar role within Wealth Management sector
Anti-Money Laundering / Know Your Client experience an advantage
Excellent customer service skills
Resourceful, self-starter with high work standards and willingness to learn
Excellent written and verbal communication skills with an ability to influence
Strong Microsoft office skills – including Excel, PowerPoint, Word
High level of attention to detail and accuracy with a focus on compliance
Exceptional organisation and prioritisation skills
Able to multi-task effectively in a fast-paced environment
Pragmatic and flexible
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.
