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Job Description
Responsibilities
The Assistant Manager, Private Wealth Administration will maintain client relationship including handling client issues and demands.
The Assistant Manager, Private Wealth Administration, will act as the Checker before delivering work to clients and ensures compliance to the Group and Company compliance policies as well as local regulatory framework.
He/She will liaise with the Director – Client Management for delivery services to his/her client portfolio.
Tasks
- Train and coach team members working under his/her supervision or working on his/her client portfolio and achieve maximum efficiency
- Review and approve the jobs done by the team members to ensure quality service is delivered to clients
- Participate and provide input to the performance review and development plan of team members whom he/she has worked with, trained or coached
- Ensure protections of information assets of IQ-EQ MU and to abide by the ISMS in place at IQ-EQ MU
- Work with the Manager/Senior Manager on the budget of the department and ensure that the budget is met
- Identify revenue opportunities for additional work done
- Assist the Manager/Senior Manager in the growth of the portfolio
- Assist the Manager/Senior Manager as well as the Trustees in advising and guiding the clients on their portfolio and use of trust assets
- Always ensure that the trusts and the underlying companies under management are compliant with the relevant laws and regulations
- Ensure that that the Group policies and procedures are always adhered to.
Key competencies for position and level
- Customer focus
- Communicates effectively
- Develops talent
- Directs work
- Collaborates
Key behaviours we expect to see
In addition to demonstrating our Group Values (Authentic, Bold, and Collaborative), the role holder will be expected to demonstrate the following:
- Accuracy
- Approachability
- Attention to detail
- Prioritisation
- Proactivity
- Relationship Building
- Taking ownership
Deliverables (KPIs)
- On-time delivery
- Compliance or internal audit deficiencies of client dossiers assigned
- Complaints from clients on files reviewed (quality)
- Penalties
- % Personal chargeability
- Meeting budget
Qualifications
Education / professional qualifications
- Degree holder and/or related Professional qualification
Background experience
- Minimum 5 years of in a similar role / global business sector
Technical
Experience in Trust and Corporate Administration and Secretarial matters
Sound knowledge of Companies Act, Trust Act, Income Tax Act and relevant legislations affecting Global Business in Mauritius
Computer / program knowledge
- Good Knowledge of 5 Series
Additional information
OUR COMMITMENT TO YOU AND THE ENVIRONMENT
Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining 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 (including PowerU and MyCampus) 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 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women 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 relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning.
Company description
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 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 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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