Associate Director, Private Wealth

Job Description

  • Provide close team and client management support to ensure an excellent quality of service, consistency and support the Business' organic growth objectives
  • Actively participate in and assist the Director to manage all aspects and activities relating to the development of IQ-EQ
  • Assist the Director to meet or exceed key financial and non-financial targets, maximising revenues whilst retaining focus on cost efficiency
  • Pro-actively contribute to initiatives to improve processes to drive operational excellence
  • Implement a culture of shared knowledge and delegated responsibility within the team(s) and assist the Director to take overall responsibility for all allocated client relationships
  • Assist the Director and supervise your direct reports to co-ordinate the team(s) in respect of client deliverables, deadline management and the overall quality of all deliverables
  • Represent personally the cultural values of the business and adapting to change impacts in a productive manner, thereby fostering a positive attitude within the team
  • Ensure that risk management processes are embedded in the culture, operations and systems used by all employees, driving and exemplifying adherence to agreed policies, procedures and applicable regulation
  • Ensure staff receive any training required so that they are fully conversant with the Company’s policies and procedures. Actively identify training gaps and address them in a timely manner
  • Attendance at and contribution to statutory, management and any other meetings of the business as required
  • Assist the team Manager to ensure all business KPI’s for your team’s Client Portfolio are effectively managed, controlled achieved in accordance with our ongoing business requirements
  • Competent interviewer, recruiting talented individuals
  • Act as an effective member of the fiduciary team and manage meetings with other areas of the business together with team actions in respect of financial and operational initiatives and projects
  • Actively develop new client leads and business opportunities to support the strategic and commercial business development targets and income streams
  • Maintain strong relationships with the clients and  look at opportunities to cultivate additional segment line income streams
  • Assisting the Director to ensure your staff meet their commercial objectives and targets through the effective capital management of the P&L for the Client Portfolio to include revenue targets, billable utilisation rates for staff, pro-active management of debtor days and cash collections
  • Ensure that new business opportunities are actively followed up and that fee quotes are competitive and commercial in order that risk versus return considerations are managed effectively
  • Be responsible for conducting regular and on-going reviews of any uncommercial fee arrangements within your team’s Client Portfolio and reporting the same to the Director with a timely and robust action plan to quickly remediate loss positions. Assist the Director to improve profitability of all client relationships and actively manage the exit of any client relationships which cannot be converted to a profitable basis



  • Good knowledge and experience of offshore financial services and underlying product and service rationales, technologies and regulatory environments
  • Membership of relevant Financial Institute or other professional body
  • Awareness and understanding of cross jurisdictional cultural differences
  • Corporate Governance experience and an understanding and experience of risk mitigation
  • Good leadership and management skills
  • Evidence of role modelling effective skills as a team player and promoting teamwork and collaboration amongst others

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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