Company: LGT Crestone Wealth Management Limited
Location: London
Job Description:
LGT Wealth Management UK LLP is seeking a data reporting analyst to produce monthly AUM and investment flow reports, standardise data from multiple platforms and build dashboards for BD and Portfolio Managers.
You will reconcile data, analyse trends, and maintain records as client relationships evolve, supporting Consumer Duty tasks with relevant teams. Experience in wealth management data is advantageous and rigorous data practices are essential.
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Posted: November 9th, 2026