LGT Group

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. When we set up LGT Wealth Management in 2008, our aim was to offer a fresh approach to wealth management. Alongside the LLP we also have two other entities which focus on US and Jersey based clients. Our head office is based in London however we have a presence in Edinburgh, Jersey, Leeds, Birmingham and Bristol. The plan was simple: put our clients first by providing a transparent service, designed around what is right for each of them. By drawing together in-depth knowledge and experience from across the industry, we provide a flexible, bespoke service adapted to each of our clients' needs. Our mission is to create long term value for all stakeholders. Our culture encourages individuals to generate, develop and implement ideas which will strengthen our business. Belonging, respect, integrity, conviction and entrepreneurship are our core values. As our brand recognition grows, we are fast becoming an employer of choice in our sector. We have over £29 billion in funds under management and circa 700 staff. Business Unit The Change Team are responsible for all Change across the Business to ensure that we deliver against the long term business strategy. We play a pivotal role in bringing technology and the business together. The team are responsible for driving innovation, engaging with all business units to ensure we continue to challenge and improve our processes, systems, products and services to ensure we are positioned to meet the future expectations of our clients and support the growth of the business. At our core, the team are responsible for Project Governance, Change Management and Project Delivery. Brief Role Objective We are looking for an experienced PMO Analyst to join us as we continue build out our capability in the Change Team as a strategic asset to LGT WM. Following a review of our Business and Technology Strategy, alongside a busy Change Portfolio with projects ranging from new system implementations to regulatory change, we are also undertaking a digital transformation programme which includes significant change to our technology platforms as well as business adoption of new processes and systems. The role requires a candidate who can both roll up their sleeves to get involved with the detail, whilst leveraging their expertise to help continue driving us to deliver Change to a higher standard. The candidate should draw on their previous experience to demonstrate what "good" Project Governance and control outcomes and deliverables look like. The role will support the entire Change Portfolio rather than being dedicated to any one project. At LGT, our expectation is that the Project Managers are responsible for complying with our Project Governance / directives themselves. The role will offer the successful candidate the opportunity to gain hands on experience in running and managing smaller projects themselves - demonstrating good project governance in a practical manner. Key Responsibilities Project / programme monitoring and reporting - cross referencing, analysing and challenging where appropriate. Arranges Change Board meetings and ensures critical stakeholders are in attendance. Produce and distribute relevant material by reviewing, challenging and consolidating all project status reports and captures minutes / actions at the Board meetings. Follows up on actions following the meetings and can answer queries from stakeholders. RAID management - maintain and monitor RAID logs. Identifying and monitoring key performance indicators that may highlight capacity / capability constraints and over commitment of resources or changes to particular areas. Ensures adherence to governance processes and coordinates the change control process for projects / change requests. Contributes to development and continuous improvement of PMO community. Runs smaller initiatives / projects as a Project Manager Your profile Key Skills and Technical Requirements: Proven ability to deliver high quality documentation, presentations, reports and other outputs in a fast paced environment. Excellent organisational skills with the ability to handle a diverse workload and prioritise amid conflicting demands. Strong verbal and written communication capabilities across all levels of the organisation. Able to produce clear written material and communicate technical information in a clear and understandable manner to non technical stakeholders. Able to challenge constructively whilst maintaining excellent working relationships with the Change team and key stakeholders. Strong analytical skills with the ability to interpret multiple sources of data and draw conclusions and derive recommendations. Demonstrate a strong sense of ownership and the ability to follow tasks through to completion. Strong communication and interpersonal skills, with the ability to communicate effectively and professionally. Experience as a PMO analyst in a regulated environment (e.g. banking / financial services / wealth management) working across a portfolio of projects covering business change and IT. Strong understanding of regulatory and reporting requirements. Proven stakeholder management experience and relationship building skills. Excellent MS Office skills, including Powerpoint and Excel. Experience using JIRA and Confluence. Demonstrating experience in Agile is beneficial as we move from Waterfall to Agile across our delivery.

LGT Group in Greater London is seeking an experienced PMO Analyst for their Change Team. The ideal candidate will deliver high-quality project governance and support diverse projects within a fast-paced environment. Key responsibilities include monitoring project performance, facilitating Change Board meetings, and managing documentation. Applicants should have a strong background in PMO analysis within the financial services and possess excellent communication and organizational skills. This role offers a great opportunity for professional development in a supportive team.

The Business Development team is responsible for promoting the firm to the IFA community as a whole. We are involved in a broad range of activities including: Developing Intermediary relationships across the UK and Ireland On-boarding of new clients either through our Model Portfolio Service or bespoke solutions Proactively marketing the firm to the Financial Advisors, Accountants and Lawyers Working in partnership with IFAs to tailor advice/resources for their client base Brief Role Objective To deliver predominantly telephone-based support to the lead Business Development Directors in the promotion of LGT Wealth Management UK LLP to the intermediary market, with the objective of increasing the firm's Assets under Management (AUM). The role will act as an ambassador for the firm, proactively developing and maintaining intermediary relationships through regular telephone contact, handling enquiries and supporting business development activity in line with the firm's strategic objectives. Key Responsibilities Promote and communicate LGT Wealth Management UK LLP's business development strategy to intermediaries through proactive telephone contact, structured follow-up and ongoing relationship management, presenting the firm's proposition clearly, maintaining regular contact with priority intermediary firms and aligning discussions with the wider Business Development team's objectives. Proactively support the generation of Assets under Management (AUM) from the intermediary sector, in line with targets agreed with the Head of Business Development. Assist the Business Development Director in generating new business opportunities and developing new intermediary contacts through outbound calling and relationship-building activity, in line with the team's strategy and plans. Support the Business Development Director in promoting LGT Wealth Management UK LLP to IFAs and other intermediaries who influence the buying decision. Introduce Investment Managers to relevant intermediary contacts and refer opportunities internally or externally where appropriate to strengthen relationships and support business growth. This includes coordinating follow-up activity, ensuring introductions are timely and appropriate. Research market developments, competitor activity and intermediary feedback to identify potential areas of growth and support the development of new business initiatives. Key Skills and Technical Requirements Thorough understanding of internal and external systems Proficient levels of Microsoft Office skills especially Excel, Word & PowerPoint To keep abreast of developments in the financial industry along with any regulatory changes. To comply with LGT Wealth Management UK's policies and procedures. Work towards an approved level 4 qualification to gain diploma status Other Skills and Attributes To understand clients' objectives and strategic intent. Maintain close control during the pitch process and on occasion run client accounts directly Contribute constructively to discussions and meetings as appropriate. Ensure that all account relationships, activities or management of client relationships do not expose LGT Wealth Management UK LLP to unacceptable levels of legal, regulatory, operational or reputational risk. Act at all times in a professional manner. Keep accurate records of all meetings attended and follow up on leads as and when appropriate Entrepreneurial, self motivated and target driven. Actively participate in and promote the sharing of knowledge. Excellent networking, presentation and communication skills. Ensure all tasks are conducted in an accurate, efficient and timely manner in accordance with LGT Wealth Management UK's procedures. Ensure that all entertainment is cost effective and expenses are kept to a reasonable level. Actively assist others when required to ensure that the team meets its objectives.