Assistant Manager, Private Wealth

Company Description

IQ-EQ is part of a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide.

Job Description

Responsibilities 

• To administer a complex and varied portfolio of clients requiring a more senior level of technical ability and provide support to the Manager and more junior members of the team. 
• Act as an effective member of the fiduciary team and assist the manager with meeting business, financial and operational initiatives and projects. 
• Ensure the delivery of an excellent client service in accordance with the IQ-EQ standards and expectations.
• Actively contribute to initiatives to improve processes to drive operational excellence. 
• Act as a role model to implement a culture which supports the IQ-EQ culture and ensure engagement of all team members to deliver excellent client service, operational effectiveness and efficiencies 
• Participate fully and proactively in the promotion of a constructive “client servicing” culture 
• Proactively contribute to the team objectives of achieving both individual and team debtor targets on a daily basis with high performance against key performance indicators achieving objectives as defined in Balanced Contribution 
• Develop working effective relationships with clients and intermediaries and internal contacts to maximise client retention and identify opportunities for growth 

Key behaviours we expect to see 

In addition to demonstrating our Group Values (Authentic, Bold, and Collaborative), the role holder will be expected to demonstrate the following: 

• Solution driven 
• Integrity 
• Commercially minded 

Qualifications

Required Experience

Education / professional qualifications - ICSA, STEP qualified, or equivalent 

Background experience - Significant experience in a fiduciary environment 

Technical - Good understanding of the relevant laws and regulations 

Computer / program knowledge - Microsoft packages 

Management and leadership - Ideally some supervisory experience 

Additional Information

At IQ EQ Group we want you to reach your full potential. We offer an inclusive and diverse environment to support your career aspirations. With a strong emphasis on continuous learning and a holistic approach to your professional and personal development. We also offer opportunities across our service lines and our international network of offices.