St Martin, Guernsey

Assistant Manager, Private Wealth

Full-time / part-time
Not Applicable
Client Services
Anson Court, La Route des Camps
St Martin

Job description

You will 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 within the team.

You will ensure the delivery of an excellent client service in accordance with the IQ-EQ standards and expectations, and actively contribute to initiatives to improve processes to drive operational excellence.

You will 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.

Be aware of, and bring to the attention of management, identification of any commercial or reputational risks to the business, in a timely and effective manner.

You will assist the Manager and Director with any private wealth related projects.

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


ICSA or STEP qualified

Solid experience within a fiduciary environment

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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