Manager, Private Wealth

Job Description

  • Administer a complex and varied portfolio of clients requiring a more senior level of technical ability and provide support to the Senior Manager / Associate Director and more junior staff within the team. Portfolio should have a revenue return in the region of £2m 
  • Foster both a client service mentality and strong business development culture at all levels within the team by representing personally the cultural values of the business and adapting to change impacts in a productive manner, thereby fostering a positive attitude within the team 
  • Manage a Client Administration Team who have overall responsibility for the administration of a Client Portfolio 
  • Assist where appropriate any CSD’s / Fiduciaries with fee reviews as appropriate in light of current service delivery and requirements to ensure recovery of work in progress (WIP) and achieving fee collection targets as set out in our Business Plan 
  • Responsible for ensuring the team meet their commercial objectives and targets through the effective capital management of the P&L for the Client Portfolio to include revenue targets, billable utilization rates for staff, pro-active management of debtor days and cash collections 
  • Provide Senior Manager with support with regard to the regular and on-going reviews of any uncommercial fee arrangements within your Client Portfolio. Escalate these concerns to the relevant CSD in question together with an action plan to remediate to improve the profitability for any such client situations 
  • Responsible for ensuring all business KPI’s for your Client Portfolio are effectively managed, controlled achieved in accordance with our ongoing business requirements 
  • 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 
  • Provide technical support to Client Administration Teams in connection with their client structures and the execution of complex client transactions 


  • Build and maintain effective relationships across all teams both locally and across the Group, ensuring any business opportunities are identified and followed up 
  • Identify and address development needs of the team and encourage self-development to meet the needs of the business now and in the future, promoting an environment of shared knowledge and learning in order to deliver superior client service. Champion training and self-development of team 
  • Deputise in the absence of  your Senior manager when required 
  • Pro-actively manage own development, encompassing both technical and leadership requirements to a level appropriate to role that supports the Group  Values 
  • Continue and maintain relevant technical knowledge, ensuring CPD requirements are met 
  • Deliver the highest level of client service in line with our Group Values with the objective of exceeding client expectations 
  • Manage the delivery of effective and timely communication with clients and local CSD’s on any relevant issues 
  • Develop working effective relationships with clients and intermediaries and internal contacts to maximise client retention and identify opportunities for growth 
  • Ensure compliance with applicable laws, service standards, company policies and procedures and agreed operational and control processes 



Required Experience  

  • ICSA or STEP Diploma qualified or relevant professional qualification 
  • Thorough understanding of the relevant laws relating to ‘Trust Company Business’
  • Thorough understanding of industry best practice in relation to Trust and Company administration 
  • Minimum of 7 years relevant industry experience 
  • Strong numeracy and analytical skills
  • Ability to understand Trust and company legal documents 
  • Strong IT knowledge and proficiency with relevant IT applications 
  • Detailed understanding of the duties and responsibilities of a fiduciary 
  • Detailed understanding of industry best practice in relation to Trust and Company administration 
  • Knowledge of other related jurisdictions laws in relation to ‘Trust Company Business 
  • A competent understanding of taxation and how this affects trust and corporate structures

Additional information

At IQ EQ Group 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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