Officer, Private Wealth

Job Description


  • Provide a wide variety of Trust administration tasks accurately and in a timely manner to support the Company’s ever-growing and diversified international client base.
  • Assist the Management Team with the day-to-day administration of private client portfolios in accordance with the Company’s policies and procedures.
  • Provide a high level of quality internal and external client service and the accurate and timely provision of administration services.


  • Assist and work collaboratively with the Trainee and Senior Officers on day-to- day administrative tasks and matters in respect of their client trust portfolios
  • Complete client trust administration matters accurately and in a timely manner
  • Ensure client trust procedures are followed at all times
  • Organise, attend and take minutes at board meetings
  • Deliver the highest level of client service in line with our Group behaviours with the objective of exceeding client expectations.
  • Escalate any issues in relation to due diligence and investment related documents and arrange for sign off by Directors
  • Ensure turnaround times relating to client correspondence is as short as possible
  • Develop working relationships with clients and intermediaries to maximise client retention and identify opportunities for growth
  • Develop working relationships with clients and intermediaries to maximise client retention and identify opportunities for growth
  • Awareness of legal responsibilities and need to report suspicious transactions/complaints and ability to guide others
  • Maintain proper and orderly client records
  • Support an on-going programme of continuous improvement to client service, identifying and escalating opportunities as appropriate
  • Grow commercial awareness and develop a good level of competitor and industry awareness
  • Prepare and process payments onto various electronic banking systems in accordance with internal policies and procedures


  • Working towards STEP or other relevant qualification
  • Knowledge of Finance Industry in Guernsey
  • Trust administration experience
  • Working knowledge of Microsoft packages including Excel, Outlook and Word

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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