Manager, Private Wealth

Job Location	All Saints
Education	Not Mentioned
Salary	Competitive salary
Industry	Not Mentioned
Functional Area	Not Mentioned
Job Type	Permanent , full-time

Job Description

Job DescriptionWe are seeking a Manager to join our Private Wealth team as part of our Jersey office. You will be responsible for administering a varied portfolio of clients and providing support to the Senior Manager / Associate Director and more junior staff within theteam. Day to day

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 trainingand 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 CSDs 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.

Qualifications

ICSA or STEP Diploma qualified or relevant professional qualification
Thorough understanding of the relevant laws relating to Trust Company Business
Ability to understand Trust and company legal documents
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 informationAt 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. Wealso offer opportunities across our service lines and our international network of offices. Company descriptionIQ-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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