Current jobs related to Senior Officer, Private Wealth - Isle Of Man - IQ-EQ

  • Cdd Team Leader

    4 months ago

    Isle of Man, United Kingdom Nedbank Private Wealth Full time

    **CDD Team Leader - 12 month Fixed Term Contract**: We having an exciting opportunity to join a well established team on a 12 month fixed term contract. We are looking for an experienced Team Leader to support a busy team primarily involved in the account opening process, ongoing account maintenance, data integrity and anti-money laundering regulations....

  • New Business Team Leader

    4 months ago

    Isle of Man, United Kingdom Nedbank Private Wealth Full time

    **New Business Team Leader**: We having an exciting opportunity to join a well established team. We are looking for an experienced Team Leader to support a busy team primarily involved in the account opening process, ongoing account maintenance, data integrity and anti-money laundering regulations. Particular emphasis is placed on high quality and productive...

  • Salesforce CRM Lead

    4 months ago

    Isle of Man, United Kingdom Nedbank Private Wealth Full time

    **Salesforce CRM Lead**: We have a great opportunity for an experienced Salesforce CRM leader to join at a very exciting time. This role will be responsible for leading, owning and managing our Customer Relationship Management (CRM) platform. This includes leading a team of salesforce administrators in managing the CMR strategy, the development and...

  • Strategic HR Partner

    3 months ago

    Isle of Man, United Kingdom Nedbank Private Wealth Full time

    **Strategic HR Partner**: Support the development, drive forward and design, execution and ongoing implementation of the agreed People strategy. Building strong partnerships with business Stakeholders and working collaboratively with others in the People Team to add business value by underpinning and enabling the strategic objectives of the Nedbank Private...

  • Head of Data

    3 months ago

    Isle of Man, United Kingdom Nedbank Private Wealth Full time

    **Head of Data & Analytics**: We have an excellent opportunity for a Head of Data & Analytics within our the Isle of Man office. The job holder will be responsible for leading an organisation's data and analytics strategy, developing data-driven solutions to business problems, and driving innovation and growth through data-driven decision-making. A critical...

  • Private Wealth Solicitor

    3 months ago

    London (City of), United Kingdom G2 Legal Limited Full time

    An outstanding smaller City firm is hiring into its Private Wealth practice. Sitting within the Private Wealth department, as the successful candidate you will be an experienced Associate or Senior Associate Solicitor with extensive experience advising on Private Wealth matters. The team advises UK and cross jurisdictional HNW and UHNW worth clients on...

  • Private Wealth Solicitor

    1 week ago

    London (City of), United Kingdom G2 Legal Limited Full time

    An outstanding smaller City firm is hiring into its Private Wealth practice. Sitting within the Private Wealth department, as the successful candidate you will be an experienced Associate or Senior Associate Solicitor with extensive experience advising on Private Wealth matters. The team advises UK and cross jurisdictional HNW and UHNW worth clients on...

  • Business Development Executive

    2 weeks ago

    City of Westminster, United Kingdom Montresor Recruitment Limited Full time

    We are working with a leading London Law firm who are seeking a dynamic and driven Business Development Executive to join their rapidly growing and talented team, focusing on the Private Wealth and Family, Funds, and Regulatory (FFR) practices. As a Business Development Executive, you will play a crucial role in supporting the growth of their Private...

  • Senior Administrator

    5 months ago

    Isle Of Man, 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. **Job Description**: **Responsibilities** - Perform a wide variety of Trust administration tasks accurately...

  • Elite Wealth Management Specialist

    1 month ago

    City of London, Greater London, United Kingdom WorldNet Consultants Full time £100,000

    Position Overview: We are seeking skilled Senior Private Wealth Managers to join our dynamic team. This role offers the opportunity to work with high-net-worth individuals and provide tailored financial solutions. About Us: WorldNet Consultants Ltd is a distinguished recruitment firm with over 27 years of expertise in the financial services sector. We pride...

  • Administrative Officer

    3 months ago

    Isle of Man, United Kingdom Shearwater Recruitment Full time

    **Short Description** Our client is looking for a full time Administrative Officer to assist the Company in maintaining its electronic and physical filing system as well as providing assistance to the staff in the Isle of Man Office. Our client is looking for a full time Administrative Officer to assist the Company in maintaining its electronic and...

  • Senior Dealing Officer

    2 months ago

    Douglas, Isle of Man, United Kingdom Orchard Recruitment Ltd Full time

    Our leading Finance Sector Client is undergoing a time of significant growth and transformation following a recent corporate acquisition. To support this and grow their organisation they are seeking a Senior Dealing Officer to join the Dealing Team.As a Senior Dealing Officer you will have an important role to play within the Portfolio Bond Dealing Team,...

  • Business Immigration Consultant

    3 months ago

    Isle of Man, United Kingdom Sable Group Full time

    **Are you energetic, ambitious and looking to develop your career? Our UK Business Immigration department is looking to add a Consultant to their team. We offer a dynamic and challenging environment where we achieve our business objectives and have fun doing it.**: **You’re perfect for this position if you**: - Have an OISC (Level 1 or 2 General...

  • Senior Private Client Consultant

    1 month ago

    City of London, Greater London, United Kingdom WorldNet Consultants Full time £100,000

    Position Overview: We are seeking accomplished Senior Wealth Managers to join our team, offering opportunities for relocation within Europe. About Us: WorldNet Consultants Ltd is a distinguished recruitment firm with over 27 years of expertise, recognized as a premier provider of talent for the Wealth Management sector. Key Responsibilities: Develop and...

  • Experienced Wealth Management Advisor

    1 month ago

    City of London, Greater London, United Kingdom WorldNet Consultants Full time £100,000

    Position Overview: We are seeking accomplished Senior Wealth Managers to join our dynamic team. About Us: WorldNet Consultants Ltd is a distinguished recruitment firm with over 27 years of expertise, recognized as a premier provider of talent in the offshore sector. Role Responsibilities: Manage and develop a portfolio of high-net-worth clients.Provide...

  • Senior IT Analyst

    2 days ago

    Isle of man, United Kingdom Canada Life Group (UK) Ltd (The) Full time

    Job Title: ICT Senior AnalystCanada Life UK is a leading provider of retirement, investment, and protection solutions. We are seeking an experienced ICT Senior Analyst to join our team.Job Purpose:The successful candidate will be responsible for maintaining and improving our systems infrastructure to ensure seamless online experiences for our customers. They...

  • Senior IT Analyst

    2 days ago

    Isle of man, United Kingdom Canada Life Group (UK) Ltd (The) Full time

    Job Title: ICT Senior AnalystCanada Life UK is a leading provider of retirement, investment, and protection solutions. We are seeking an experienced ICT Senior Analyst to join our team.Job Purpose:The successful candidate will be responsible for maintaining and improving our systems infrastructure to ensure seamless online experiences for our customers. They...

  • Administrator

    5 months ago

    Isle Of Man, 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. **Job Description**: **Responsibilities** - Perform a wide variety of Trust administration tasks accurately...

  • Senior Education Support Officer

    4 months ago

    Isle of Man, United Kingdom Isle of Man Government Full time

    **About the role and our team** Join our supportive team as a Senior Education Support Officer at Braddan Primary School, providing 1-1 support for one of our pupils! You will work in the mornings (Monday to Friday, 8.30am - 12pm) to provide social and academic support, both in and outside of the classroom. You will need a flexible approach and a good...

  • Senior IT Infrastructure Specialist

    4 days ago

    Isle of man, United Kingdom Canada Life Group (UK) Ltd (The) Full time

    Job Title: Senior Windows Server AnalystCanada Life UK is a leading provider of retirement, investment, and protection solutions. We are seeking a highly skilled Senior Windows Server Analyst to join our team.Job Purpose:To maintain and improve the systems infrastructure to ensure seamless online experiences for our customers.To provide exceptional customer...

Senior Officer, Private Wealth

4 months ago

Isle Of Man, 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.

**Job Description**:
Perform 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. Provide a high level of quality internal and external client service and the accurate and timely provision of financial administration services. Actively support the Senior Management Team with the day-to-day administration of private client portfolios in accordance with the Company’s policies and procedures.

**Tasks (what does the role do on a day-to-day basis)**
- Proactively contribute to the team objectives of achieving both individual and team debtor targets on a daily basis with high performance against key performance indicators achieving objectives
- Attend and record meetings with clients
- Deputise for your Assistant Manager / Manager when they are out of the office or when you are asked to do so
- A good understanding of the principles of taxation affecting Trust and Corporate Structures
- Knowledge of other related Jurisdictions laws in relation to ‘Trust Company Business’
- Good understanding of industry best practice in relation to Trust and Company administration
- Work proactively and collaboratively with all Trust Administration Team Members on all client administration tasks
- Provide technical support to other members of the team
- Continue and maintain relevant technical knowledge, ensuring CPD requirements are met.

**Key behaviours we expect to see**

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

- Reliable
- Ability to influence and use initiative
- Enthusiastic Team player
- Methodical and flexible in approach
- Professional
- Self-motivated

**Required Experience**
- ICSA or STEP Diploma qualified or other relevant professional qualification
- Member of a relevant Professional Institute
- Knowledge of the Finance Industry in Isle of Man
- Minimum of 5 years’ Trust experience
- Ability to be flexible and work effectively as part of a Team
- Ability to prioritise and multi-task
- Able work under pressure and within tight deadlines to meet the Team’s, Service line’s and clients’ expectations
- Good analytical and numerical skills
- Excellent Trust administration skills
- Good written and oral communication skills
- Good understanding of the duties and responsibilities of a Fiduciary

**Qualifications**:

- ICSA or STEP Diploma qualified or other relevant professional qualification
- Member of a relevant Professional Institute
- Knowledge of the Finance Industry in Isle of Man
- Minimum of 5 years’ Trust experience
- Ability to be flexible and work effectively as part of a Team
- Ability to prioritise and multi-task
- Able work under pressure and within tight deadlines to meet the Team’s, Service line’s and clients’ expectations
- Good analytical and numerical skills
- Excellent Trust administration skills
- Good written and oral communication skills
- Good understanding of the duties and responsibilities of a Fiduciary

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.