Assistant Manager, Private Wealth

Job Description

Drawing on your existing experience in Private Wealth administration you'll be able to add immediate value and make a difference to our fast-paced organisation. Every day brings a new challenge so you’ll need to be a team player at heart, with an eye for detail, great organisational skills so you can prioritise your day and at times meet conflicting deadlines.

Open dialogue, working collaboratively and instilling trust, through honesty integrity and sincerity is essential. Sharing your knowledge and experience is key so collectively you'll find solutions to build strong customer relationships with existing and new clients gaining insight into their needs and delivering customer-centric solutions.

You'll need to ensure we are compliant with applicable laws, service standards, company policies and procedures 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.


Qualifications

  • The right to live and work in Isle of Man
  • Proven experience in Private Wealth Administration
  • Relevant Industry experience
  • Good Knowledge of the Finance Industry in Isle of Man
  • Preferably ICSA or STEP qualified
  • Preferably Member of relevant Professional Institute

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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