St Martin, Guernsey

Officer, Private Wealth

Full-time / part-time
Full-time
Level
Not Applicable
Department
Client Services
Address
Anson Court, La Route des Camps
St Martin
GY1 3UQ
Guernsey

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 provide a high level of quality internal and external client service and the accurate and timely provision of financial administration services.

Every day brings a new challenge so you’ll need to be a team player at heart and actively support the team with the day-to-day administration of private client portfolios in accordance with the Company’s policies and procedures.

Another string to your bow will be to assist your manager and make sure the team is compliant with applicable laws, service standards, company policies and procedures. You will need to use your own judgement to identify any risks or concerns and report them in a timely manner.

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

  • Commencement of ICSA or STEP Foundation Certificate in Offshore Trust

  • Previous Trust experience
  • Good analytical and numerical skills

  • Good written and oral communication skills

  • Working knowledge of Microsoft packages including Excel, Outlook and Word

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.

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