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Associate Director, Private Wealth
- To be advised
- Permanent, Full Time
- Closing in 54 days
- IQEQ
Associate Director, Private Wealth - Elevate your career with us!
Location: Isle of Man.
Company: IQ- EQ - A Global Leader in Investor Services.
The Role:
Success in this role is measured by your ability to provide strong team and client management support, ensuring a high standard of service while contributing to the Business's organic growth objectives. You will actively lead and manage key initiatives to support IQ-EQ's development, driving both financial and operational efficiency by meeting or exceeding set targets. Your role will involve enhancing processes to improve operational excellence while fostering a culture of shared knowledge and accountability within the team. As the primary client contact for allocated relationships, you will coordinate deliverables, manage deadlines, and uphold service quality. Additionally, you will ensure that risk management processes are full embedded across operations, systems and team practices, reinforcing adherence to policies, procedures, and regulatory requirements.
Experience:
Excellent knowledge of offshore financial services and underlying product and service rationales, technologies and regulatory environments.
Professionally qualified and holder of a relevant qualification from a recognized professional body / Financial Institution.
Evidence of Continued Professional Development.
Extensive experience within the offshore trust industry.
Corporate Governance experience and an understanding and experience of risk mitigation.
Excellent leadership and management skills.
Effective influencing skills and an ability to lead within own functional area.
Evidence of role modelling effective skills as a team player and promoting teamwork and collaboration amongst others
Evidence of commitment to high standard of customer service based on understanding needs and delivering solutions.
Experience of working closely with Regulators.
Why You'll Love It Here:
Top-Tier Benefits: Enjoy a robust pension scheme, dental care, life cover, income protection, and our employee referral bonuses.
Impact: Be a trusted expert in a collaborative, client-focused culture.
To apply or find out more please email declan.fitzmaurice@iqeq.com or apply at the link below -
https://smrtr.io/q6GwQ
Please reach out for a complete job spec upon application.
