LGT Crestone 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.
Your Responsibilities
- Work with the front office to invite advisers and their clients to our events, follow up RSVPs, guests lists and assist with seating plans
- 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
- Manage our marketing collateral work with the business and key agency partners to develop new content and update or enhance existing brochures, forms and disclosure documents.
- Corporate identity management – work with our front of house staff to ensure all offices across Australia have sufficient branded stationary, signage and merchandise
- Develop emails and landing pages on salesforce marketing cloud – including creating event invitations and registration forms, client and advisers surveys.
- Assist with visibility of marketing initiatives by talking to advisers, attending meetings, email communication and publishing on the marketing sharepoint
- Working closely with IPS and Advisory to align editorial and marketing calendars, through content and events
- Measuring and reporting on content through creation of dashboards to inform business of performance
- Working with key stakeholders including Chief Investment Office, Advisory, Technology, Operations Legal and Compliance to ensure sign off on marketing initiatives
- Publishing LGT Crestone content to website and portal, including observations pieces, special reports, podcasts, Chief Investment Office videos and ad hoc educational pieces
- Setting up, hosting, recording and ensuring sign off on regular client and adviser webinars
- Assisting in development of adviser, client and prospect e-newsletters and sending these via email marketing platform, salesforce marketing cloud
- Assisting in publishing on LGT Crestone social media and LinkedIn
- Supporting internal communications on marketing, including uploading and sharing marketing initiatives on Sharepoint and including marketing content on internal newsletters
About you
- 1-2 years’ experience in financial services marketing (preferably wealth)
- Relevant tertiary qualification preferred (Marketing, Communications, etc) but not mandatory
- Managing multiple priorities in a fast-paced environment
- Ability to manage budgets and deliver to deadline
- Experience managing creative and marketing agency partners
- Managing and communicating with senior stakeholders and large groups of stakeholders
- Understanding of digital marketing – preferably experience with Salesforce Marketing Cloud and Google Analytics
- High level of attention to detail and accuracy
- Ability to communicate with influence
LGT Crestone is committed to the ongoing development of their employees. Your development will be managed and tailored to your role and future career path.
LGT Crestone 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.
