Why work at IQ-EQ?
We power people and possibilities
Careers
Open mobile menu
Job Description
THIS ROLE
We are looking for a Senior Officer, Private Wealth to join our dynamic team, supporting the administration of international trust portfolios. This role involves delivering accurate, timely financial services and top-tier client support, while working closely with senior management to ensure excellence in private wealth administration.
WHAT YOU WILL DO
- You’ll manage international trust and corporate portfolios, stepping in for senior team members when needed and ensuring exceptional client service.
- You’ll apply your technical expertise in trust law, taxation, and regulatory compliance to consistently deliver accurate and efficient results.
- You’ll foster a collaborative, client-focused culture - mentoring peers and engaging constructively across teams.
- You’ll commit to your professional development, meeting CPD requirements and actively seeking feedback to sharpen your skills.
- You’ll stay vigilant on risk and compliance matters, confidently guiding others and ensuring all activities meet regulatory standards.
WHAT WE OFFER
- Comprehensive remuneration: Motivating 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 private health and dental cover, life assurance, discounted gym membership, eye test and corporate GP
- Annual leave: All our employees are entitled to 25 days paid leave, plus all UK public holidays. Enhanced maternity and paternity, including shared parental leave and adoption leave
- Flexible working: We recognise the value of working flexibly and is keen to ensure all employees enjoy an excellent work-life blend. As such, we are open to conversations with employees related to setting up flexible working arrangements
- Support and development: We will ensure you have the right training, tools and development plan to grow and improve your skills every day
Qualifications
ABOUT YOU
- You hold a relevant professional qualification such as CGI or STEP Diploma and are an active member of a recognized professional institute, with a strong commitment to continued professional development.
- You bring at least 5 years of hands-on trust administration experience and possess solid knowledge of the finance industry in Guernsey, along with a strong understanding of fiduciary responsibilities.
- You demonstrate outstanding organizational, analytical, and numerical skills, and can prioritize tasks effectively while working under pressure to meet deadlines.
- You communicate clearly and professionally in both written and spoken form, and have a keen eye for detail and accuracy.
- You’re confident using Microsoft Office tools, thrive in a collaborative team environment, and consistently meet client expectations with flexibility and professionalism.
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.
Recruitment experience
Everything you need to know