Search

Filters

Close

We're taking COVID-19 very seriously.

Our employees are safe and working remotely. Our IT infrastructure is robust and our business continuity plans tested. We're ready and able to support you and here if you need us - just like normal.

Read more Close

St Helier, Jersey

Senior Officer, Private Wealth

Full-time / part-time
Full-time
Level
Mid-Senior Level
Department
Client Services
Address
66-72 Esplanade
St Helier
JE1 1GH
Jersey

Job description

You will draw from your existing Trust experience to build and deliver customer centric solutions to our more complex and diverse portfolio of clients, gaining their confidence and respecting their working style.

You will be action orientated and willing to take on new challenges with a sense of urgency, high energy and enthusiasm. You will always be looking for ways to help us improve our processes and procedures in the most effective and efficient way possible.  

Every day is a new challenge so you’ll need to be a team player at heart, have great IT skills, an eye for detail and be very organised so you are able to prioritise your day. Strong communication skills are also a must to help us increase productivity, efficiencies and deliver the highest level of client service. You’ll act as a role model to implement our group culture.

Another string to your bow will be to build strong relationships across the wider business and help us ensure we are compliant with applicable laws, service standards, company policies and procedures. You will need to have a curious mind and use your own judgement to identify any risks or concerns ensuring you report them in a timely manner.

Together we find solutions and make things happen but to do this we want you to contribute; looking for ways to help us get better at what we do in the most efficient and effective way.

Your long-term career goals are important to us too. We want to make sure we’re providing the support and opportunities you need to achieve your dreams so we can build a successful future, together. 

Qualifications

  • The right to live and work in Jersey
  • Knowledge of the Finance Industry in Jersey
  • Working knowledge of Microsoft packages, including Excel, Outlook and Word
  • Preferably ICSA or STEP qualified or working towards ICSA or STEP, or any other relevant qualification

Additional information

At IQ-EQ 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.

Company description

IQ-EQ is 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.

Apply now

To apply, please enter your details into the below form. If you experience any issues with this form, please click here to apply via our provider SmartRecruiters directly.

Personal
CV
Allowed document formats are PDF, Word, RTF, JPG or PNG. Maximum file size 2MB.
Current
Do you have the right to work in the location of the vacancy?

If you haven't uploaded a CV, please detail your experience and education.

Experience
Education