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.
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.
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.
Why You’ll Love This Role
Be part of a collaborative team that drives brand presence and client engagement.
Work on a diverse range of events – from investment symposiums and national roadshows to private gallery showings, sporting hospitality, and bespoke client experiences.
Make an impact by enhancing the client and adviser experience at every touchpoint.
Key Responsibilities
Event Planning & Delivery: Plan and execute a diverse calendar of national events, managing logistics, budgets, timelines, and supplier relationships to ensure seamless delivery.
Client Experience: Create exceptional client experiences by coordinating guest lists, seating plans, dietary needs, and providing professional on-site support.
Marketing & Communication: Develop event collateral, manage digital content, and support post-event communications to enhance engagement and brand presence.
Compliance & Reporting: Prepare post-event reports including attendance, feedback, and budget reconciliation, ensuring compliance with internal standards.
Team Collaboration: Work collaboratively across marketing and internal teams to support broader initiatives and maintain strong stakeholder relationships.
About You
Proven experience in event coordination, ideally in financial or professional services.
Highly organised, deadline-driven, and able to juggle multiple priorities.
Strong communication and interpersonal skills.
Proficient in Microsoft Office; CRM experience is a plus.
A self-starter who thrives in a fast-paced, collaborative environment.
Tertiary qualification in event management, marketing, or communications (preferred).
Relevant industry experience will be highly regarded.
What’s in It for You
Work on high-profile events that shape client relationships and brand reputation.
Join a team that values creativity, collaboration, and excellence.
Enjoy variety – no two days are the same!
Be part of a respected organisation with a strong national presence.
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.
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.