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Job Description
Introduction
As an Assistant Manager, Private Wealth, you will play a key role in managing a diverse portfolio of trust and corporate clients while supporting the leadership and development of the Client Administration Team. You will help drive operational excellence, deliver outstanding client service, ensure compliance with fiduciary and regulatory requirements, support business development initiatives, and contribute to the commercial success and growth of the Private Wealth business.
What you'll do
- You'll manage a complex portfolio of private wealth clients, ensuring exceptional client service, accurate administration, strong client retention, and the identification of cross-selling and new business opportunities.
- You'll support the Manager in leading, mentoring, and developing the Client Administration Team, fostering a high-performance culture, conducting training, managing career development, and deputising when required.
- You'll drive operational excellence by improving processes, supporting business initiatives, overseeing new business onboarding, and ensuring business KPIs, revenue targets, utilisation rates, cash collections, and profitability objectives are achieved.
- You'll maintain strong risk management and regulatory compliance standards by adhering to company policies, monitoring client portfolio risks, escalating issues appropriately, and ensuring all activities meet applicable legal and operational requirements.
- You'll build and maintain effective relationships with clients, intermediaries, and internal stakeholders while demonstrating strong leadership, commercial awareness, technical expertise, sound judgement, business development skills, and a commitment to continuous professional development (CPD).
What we offer
- Competitive Total Rewards Package: Comprehensive annual compensation including basic salary, HRA, special allowance, provident fund, gratuity, internet allowance, and food allowance.
- Health & Insurance Coverage: Medical insurance, group term life insurance, and personal accident insurance.
- Allowances & Support: Transportation/transport allowance and shift allowance.
- Paid Time Off: Generous leave policy to support work–life balance.
Qualifications
About You
- You hold a STEP Diploma, ICSA qualification, or another relevant professional certification, with at least 5 years of experience in trust, fiduciary, and company administration within the private wealth industry.
- You possess a strong understanding of Trust Company Business, fiduciary responsibilities, industry best practices, relevant jurisdictional laws, and the impact of taxation on trust and corporate structures.
- You demonstrate excellent analytical, numeracy, and problem-solving skills, with strong attention to detail and the ability to accurately interpret trust, company, and other legal documents.
- You are proficient in relevant IT applications and effectively manage team workflows in a commercially focused, client-centric manner while collaborating successfully with colleagues and stakeholders.
- You are a resilient and ethical professional with strong communication, relationship-building, leadership, and coaching skills, capable of motivating teams through change, working under pressure, managing risk, and championing continuous learning, diversity, and self-development.
Additional information
OUR COMMITMENT TO YOU AND THE ENVIRONMENT
As a forward-looking business, sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining meaningful, long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment.
There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee.
Our learning and development programmes and systems enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 6,500+ employees - from 94 nationalities, across 24 countries - to each achieve their potential. Through IQ-EQ Launchpad we support female managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced.
We’re committed to growing long-term relationships with our clients and supporting them in achieving their objectives. We understand that our client’s sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning.
Company description
ABOUT IQ-EQ
We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide.
We employ a global workforce of 6,500+ people across 24 jurisdictions and have assets under administration (AUA) exceeding US$857 billion. We work with 13 of the world’s top 15 private equity firms.
Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts.
Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding.
We’re driven by our Group purpose, to power people and possibilities.
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