Investment Assistant – Wealth Management Support
Job in
Leeds, West Yorkshire, ME17, England, UK
Listed on 2026-09-08
Listing for:
LGT Crestone Wealth Management Limited
Full Time
position Listed on 2026-09-08
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
LGT Wealth Management UK LLP in the United Kingdom seeks an Investment Assistant to support client onboarding, statements and portfolio administration. You will help ensure timely account openings, prepare Investment Policy Statements, and maintain accurate client records while liaising with custodians and advisers.
You will provide regular client communications and assist with trading support and reporting, contributing to a compliant, efficient service that meets our standards and deadlines.
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