St Martin, Guernsey

Assistant Manager, Private Wealth Support

Full-time / part-time
Mid-Senior Level
Anson Court, La Route de Camps
St Martin

Job description

You will work closely with, and support, the Senior Manager to drive and deliver agreed objectives in relation to the middle office on-boarding, off-boarding and project team.


  • You will work collaboratively with peers in developing and implementing new business take on and reporting regularly on progress.
  • You will work closely with the on-boarding administrators to develop their understanding and insight of the new business acceptance process, by defining approaches and providing guidelines.
  • You will ensure that required information is collated in a timely manner to support the take on of new clients.
  • You will build and maintain effective working relationships with the wider Private Wealth business including keeping them informed, enabling them to understand and respond appropriately to developments as they arise.
  • You will assist in the collation of client information to be captured for the NBAC Forms.
  • You will assist the Senior Manager in coordinating the risk profiling and rating of new clients in accordance with Guernsey SERR Risk Matrix.
  • You will liaise with the wider team and follow up on all NBAC action points, ensuring delivery.
  • You will use your own judgement and bring to the attention of Senior Management any issues which you feel appropriate, in particular ensuring that concerns and identified risks are reported in a timely and effective manner.
  • You will assist, where possible, with the filing of Guernsey tax reporting.
  • You will also assist with the projects arising from regulatory and or legislative changes as appropriate.


Ideally a holder of a relevant qualification from a recognised professional body

Excellent knowledge and experience from 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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