Job Description

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LGT Wealth Management was formed around a clear and uncompromising vision – to bring global best practice in building institutional quality investment portfolios to Australian clients.

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With a shared passion for building an uncompromised business – we created something new from the ground up. A chance to leave behind the things that weren’t working, while enhancing the things that were. Our authentic and personalised client-first commitment. Our entrepreneurial spirit. Our focus in best-in-class advice. And our intimate understanding of the Australian private wealth landscape.

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In 2022 we became a part of the LGT Group, who shared our entrepreneurial spirit, long-term approach and private-ownership model. Today, with the global expertise, stability, and capability of LGT behind us, we can work without being reliant on markets or margins, with a singular focus on giving our clients the advice and deep expertise they need for generations to come.

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Your Responsibilities

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- Work with the front office to invite advisers and their clients to our events, follow up RSVPs, guests lists and assist with seating plans
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- Attend events to ensure a seamless experience for guests – including setting up (placecards), pullup banners, notepads and pens, marking off guests and directing them to tables or their advisers, packing down, handing out microphones for Q&A;
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- Manage our marketing collateral work with the business and key agency partners to develop current content and update or enhance existing brochures, forms and disclosure documents.
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- Corporate identity management – work with our front of house staff to ensure all offices across Australia have sufficient branded stationary, signage and merchandise
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- Develop emails and landing pages on salesforce marketing cloud – including creating event invitations and registration forms, client and advisers surveys.
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- Assist with visibility of marketing initiatives by talking to advisers, attending meetings, email communication and publishing on the marketing sharepoint
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- Working closely with IPS and Advisory to align editorial and marketing calendars, through content and events
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- Measuring and reporting on content through creation of dashboards to inform business of performance
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- Working with key stakeholders including Chief Investment Office, Advisory, Technology, Operations Legal and Compliance to ensure sign off on marketing initiatives
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- Publishing LGT Crestone content to website and portal, including observations pieces, special reports, podcasts, Chief Investment Office videos and ad hoc educational pieces
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- Setting up, hosting, recording and ensuring sign off on regular client and adviser webinars
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- Assisting in development of adviser,



client and prospect e-newsletters and sending these via email marketing platform, salesforce marketing cloud
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- Assisting in publishing on LGT Crestone social media and LinkedIn
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- Supporting internal communications on marketing, including uploading and sharing marketing initiatives on Sharepoint and including marketing content on internal newsletters
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About you

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- 1-2 years’ experience in financial services marketing (preferably wealth)
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- Relevant tertiary qualification preferred (Marketing, Communications, etc) but not mandatory
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- Managing multiple priorities in a fast-paced environment
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- Ability to manage budgets and deliver to deadline
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- Experience managing creative and marketing agency partners
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- Managing and communicating with senior stakeholders and large groups of stakeholders
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- Understanding of digital marketing – preferably experience with Salesforce Marketing Cloud and Google Analytics
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- High level of attention to detail and accuracy
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- Ability to communicate with influence
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LGT Wealth Management is committed to the ongoing development of their employees. Your development will be managed and tailored to your role and future career path.

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LGT Wealth Management is an equal opportunity employer committed to embracing a diverse and inclusive work environment. We aim to attract and retain the best people regardless of their gender, marital/parental status, ethnic origin, nationality, age, background, disability, sexual orientation and gender identity.

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📌 Marketing Associate (Sydney)
🏢 Lgt
📍 Sydney