Custody and Transfer Operations Expert
17 hours ago
The Financial Services Professional - Custody Services will provide essential support services for the Firm's Investment/Wealth Asset Managers, their teams, and clients. Key responsibilities include:
• Providing support for all aspects of the transfer of client accounts in and out of the firm.
• Enabling the Front Office to commence the management of client assets as soon as possible by facilitating the processing of transfers/ISA subscriptions.
• Arranging the transfer in and out of client assets and ISA subscriptions, ensuring client's portfolio records correctly reflect the assets transferred within the firm's systems.
Company Overview: 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.
Estimated Salary: £50,000 - £70,000 per annum
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