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Job Description
At IQ-EQ, we partner with high-net-worth individuals and families to protect, grow, and enjoy their wealth. As an Associate Director in Private Wealth, you will provide strategic leadership to a portfolio of complex clients, drive business growth, and inspire your team to deliver exceptional service while ensuring operational and regulatory excellence.
What You’ll Do
- You will act as the strategic lead for a portfolio of private wealth clients, ensuring exceptional service, strong relationships, and sustainable growth.
- You will lead, mentor, and develop your team, fostering a culture of collaboration, accountability, and knowledge sharing.
- You will oversee financial performance, meeting revenue, utilisation, and profitability targets while maintaining cost efficiency.
- You will collaborate across jurisdictions and with senior stakeholders, identifying opportunities for business development and client expansion.
- You will champion governance and risk management, ensuring compliance with all policies, regulations, and best practices.
What we offer
- Comprehensive remuneration: Competitive financial packages based upon market rates for your role and is proportionate to your qualifications, level of experiences and skills profile
- Pension Scheme: Generous employer contribution with the ability to allow and increase employee contributions
- Wellbeing: Additional social benefits such as medical insurance & life assurance, access to onsite gym as well as engaging with our local community via sports activities, charity programmes & environmental initiatives
- Flexible working: We recognise the value of working flexibly and is keen to ensure all employees enjoy an excellent work-life blend
- Support and development: We will ensure you have the right training, tools and development plan to grow and improve your skills every day.
Qualifications
What You’ll Bring
- You are professionally qualified (STEP, CGI, or equivalent) with a deep understanding of private wealth, trusts, and fiduciary structures.
- You have extensive experience in offshore financial services, with strong knowledge of corporate governance and regulatory environments.
- You are a proven leader who inspires, develops, and engages teams to deliver at the highest level.
- You are a strong communicator and relationship builder, able to influence clients, regulators, and internal stakeholders alike.
- You are commercially astute, risk-aware, and committed to delivering excellence for both clients and the business.
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
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 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.
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