Financial Services Professional

4 days ago


London, Greater London, United Kingdom LGT Group Full time
About the Role

We are looking for a highly skilled Asset Transfer Specialist to support the Custody Services Team in ensuring timely and accurate transfer of client accounts in and out of the firm. The ideal candidate will have strong asset transfer experience with a UK wealth manager or stockbroker.

The successful candidate will facilitate the processing of transfers/ISA subscriptions, arrange transfer in and out of client assets, and ensure that client portfolio records correctly reflect transferred assets within the firm's systems.

Key Requirements:

  • Strong Asset transfer experience with a UK Wealth Manager or Stockbroker.
  • A creative and proactive approach to problem-solving.

Estimated Salary: £45,000 - £65,000 per annum



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