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Manager, Private Wealth
- To be advised
- Permanent, Full Time
- Closing in 55 days
- IQEQ
Manager, Private Wealth - Elevate Your Career with Us!
Location: Isle of Man.
Company: IQ-EQ A Global Leader in Investor Services
The Role:
As a manager, you will oversee a complex client portfolio, ensuring operational excellence and effective team management. You will drive process improvements, allocate client efficiently, and ensure seamless onboarding of new business. A key responsibility includes managing a client administration team, ensuring compliance with risk policies, and fostering a client-centric and business development culture. You will support senior management in financial performance, fee reviews, and profitability improvements while maintaining adherence to KPIs. Additionally, you will play a crucial role in recruiting talent, staff training, and regulatory compliance, ensuring the team meets commercial objectives and delivers high-quality service.
Required Experience:
CGI or STEP Diploma qualified or relevant professional qualification.
Thorough understanding of the relevant laws relating to a Trust Company Business.
Thorough understanding of the duties and responsibilities of a Fiduciary business.
Thorough understanding of industry best practice in relation to Trust and Company administration.
Able to motivate and support colleagues through periods of change.
Detailed understanding of the duties and responsibilities of a fiduciary.
Detailed understanding of industry best practice in relation to Trust and Company administration.
Knowledge of other related jurisdictions laws in relation to ‘Trust Company Business.
A competent understanding of taxation and how this affects trust and corporate structures.
Why You'll Love It Here:
Career Growth: STEP/CGI Diploma? We'll fuel your career potential and professional journey with tailored development opportunities.
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.
Please reach out for a complete job spec upon application.
To apply or find out more please email declan.fitzmaurice@iqeq.com or apply at the link below -
https://smrtr.io/q8b5V
