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Associate Director, Private Wealth

3 months ago

Douglas, United Kingdom IQ-EQ Full time

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.

  • 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 nonfinancial targets, maximising revenues whilst retaining focus on cost efficiency
  • Proactively 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 coordinate 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, proactive 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 ongoing 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

Qualifications
In addition to demonstrating our Group Values (Authentic, Bold, and Collaborative), the role holder will be expected to demonstrate the following:

  • Ability to inspire trust and confidence across the Client Services function
  • Strong Relationship Management skills and an ability to have difficult conversations in order to address challenges, to lead by example and support team members where appropriate
  • Culturally aware
  • Integrity and transparency
  • Energy and determination
  • Passion and drive with proven ability to succeed through others
  • Resilient can work in a fast pace environment and to tight deadlines
  • Selfawareness with understanding of emotional intelligence
  • Innovation and creativity in respect of problem solving and adding value in staff and client relationships
  • Strong organisation and analytical skills
  • Excellent communication and influencing skills
  • Ability to deliver on time every time
  • Commercially minded able to turn vision into capital value
-
Required Experience

  • 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 colla