Senior Officer, Private Wealth

2 weeks ago

St Helier, 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 (how we will measure success)**
- 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
- Effectively manage time input and work in progress on own portfolio
- Assist Senior Management Team where required

**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
- 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’
- Continue and maintain relevant technical knowledge, ensuring CPD requirements are met
- Assist and work collaboratively with the other Officers and Management Team on day-to-day administrative tasks and matters in respect of their client portfolios
- Develop a good technical understanding of legal and regulatory requirements and industry best practice, that are relevant to the Company and its clients
- Maintain detailed knowledge of policies and procedures in place and responsibility to ensure they are adhering to in the course of day to day administration activities
- Be aware of risk factors and refer upwards, exercising judgement as to when manager help is needed
- Ensure that the Company’s policies and procedures are being followed and complied with and, in case of non-compliance, inform the relevant Senior Officer or the Risk and Compliance Team in a timely manner
- Be aware of and report suspicious transactions/complaints and guide other team members where required

**Key competencies for position and level (see Group Competency model)**
- Manages Conflict - Handling conflict situations effectively, with a minimum of noise
- Plans and aligns - Planning and prioritising work to meet commitments aligned with organisational goals
- Interpersonal Savvy - Relating openly and comfortably with diverse groups of people
- Organisational Savvy - Manoeuvring comfortably through complex policy, process and people related organisational dynamics

**Qualifications**:
**Required Experience**
- ICSA or STEP Diploma qualified or other relevant professional qualification
- Member of a relevant Professional Institute
- Knowledge of the Finance Industry in Jersey
- Minimum of 5 years’ Trust experience
- Working knowledge of Microsoft packages including Excel, Outlook and Word
- Ability to demonstrate effective verbal and written 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.

  • Senior Officer, Private Wealth

    4 weeks ago

    St Helier, 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 Officer, Private Wealth

    4 weeks ago

    St Helier, 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**: As Senior Officer, you will have existing trust experience and will be able to build and...

  • Officer, Private Wealth

    3 weeks ago

    St Helier, United Kingdom IQ-EQ Full time

    Company Description With our organization continuously growing, we strive to empower your growth as well. At IQ-EQ, we strongly believe in the power of duality and that valuing both IQ and EQ is essential for our people. If you're looking to do greater things and broaden your horizons, this opportunity could be what you're looking for! **Job...

  • Senior Officer, Private Wealth

    3 months ago

    St Helier, 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 Fund administration tasks accurately and...

  • Trust Officer, Private Wealth

    2 months ago

    St Helier, United Kingdom IQ-EQ Full time

    Company Description IQ EQ Group Management (Isle of Man) Limited is part of 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...

  • Officer, Private Wealth Support

    2 weeks ago

    St Martin, United Kingdom IQ-EQ Full time

    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.Job Description:We're looking for an Officer, Private Wealth Support to join our Guernsey team.You'll play a key...

  • Head of Private Clients, Jersey

    4 weeks ago

    St Helier, United Kingdom UBS Full time

    Jersey - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 277550BR **City** - St. Helier **Job Type** - Full Time **Your role** - Are you a talented leader with substantial Wealth Management experience ? Are you enthused by achieving the best outcomes for clients ? Do you inspire the teams you lead ? Do you set...

  • Senior Officer, Private Wealth

    2 weeks ago

    Saint Helier, United Kingdom IQ-EQ Full time

    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.Job Description:As Senior Officer, you will have existing trust experience and will be able to build and deliver...

  • Senior Trust Officer

    7 days ago

    St Helier, 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** Senior Officer, Private Wealth** **Office**: Jersey - Gaspé House - In order to fulfil...

  • Officer, Private Wealth

    2 weeks ago

    Saint Helier, United Kingdom IQ-EQ Full time

    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.Job Description:Responsibilities (how we will measure success)Perform a wide variety of Trust administration tasks...

  • Senior Manager

    3 months ago

    Saint-Helier, United Kingdom Apex Group Full time

    Residency5 years residency NOT requiredEmployerApex GroupClosing date01 April 2024Reference55716ContractPermanentHoursFull TimeSalaryNegotiableOur role We are seeking a Manager / Senior Manager to join our Private Client and Family office Team to run with the supervision, management and development of a team of Administrators, reporting directly into Senior...

  • Senior Manager

    4 weeks ago

    Saint-Helier, United Kingdom Apex Group Full time

    Residency5 years residency NOT requiredEmployerApex GroupClosing date01 April 2024Reference55716ContractPermanentHoursFull TimeSalaryNegotiableOur role We are seeking a Manager / Senior Manager to join our Private Client and Family office Team to run with the supervision, management and development of a team of Administrators, reporting directly into Senior...

  • Officer / Senior Officer, Private Wealth - Fixed

    4 weeks ago

    St Martin, 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**: This is a new exciting role covering a Maternity Leave for **9 months**. You'll play a...

  • Associate -trust & Private Wealth 1+pqe

    4 weeks ago

    Saint Helier, United Kingdom Chadwick Nott Full time

    This is an exciting opportunity for a Private Wealth Lawyer to join a top-tier Trust and Private Wealth practice in Guernsey. The team advises professional trustees, private individuals and families, financial institutions, and charities, on a wide range of contentious and non-contentious trust and private wealth matters. You will be a qualified lawyer in...

  • Associate -trust & Private Wealth 1+pqe

    2 weeks ago

    Saint Helier, United Kingdom Chadwick Nott Full time

    This is an exciting opportunity for a Private Wealth Lawyer to join a top-tier Trust and Private Wealth practice in Guernsey.The team advises professional trustees, private individuals and families, financial institutions, and charities, on a wide range of contentious and non-contentious trust and private wealth matters.You will be a qualified lawyer in...

  • Officer / Senior Officer, Private Wealth - Fixed

    2 weeks ago

    St Martin, United Kingdom IQ-EQ Full time

    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.Job Description:This is a new exciting role covering a Maternity Leave for 9 months.You'll play a key role in our...

  • Wealth Management Process and Quality Specialist

    6 days ago

    St Helier, United Kingdom UBS Full time

    Jersey - Business management, administration and support - Global Wealth Management **Job Reference #** - 277217BR **City** - St. Helier **Job Type** - Full Time **Your role** - Are you an expert in banking process risks and tools? Do you like to educate others, encouraging high quality standards? Do you want help us manage, preserve and grow the wealth...

  • Associate - Trusts and Private Wealth 1+pqe

    3 weeks ago

    Saint Helier, United Kingdom Chadwick Nott Full time

    A leading offshore firm are looking to add to their tier 1 Trust and Private Wealth at Associate level. The firm offer a great work life balance, as well as the financial benefits of the Channel Islands. Chadwick Nott Ltd is acting as an Employment Business in relation to this vacancy.

  • 2024 Summer Intern Progam

    2 months ago

    St Helier, United Kingdom UBS Full time

    Jersey - Business management, administration and support - Global Wealth Management **Job Reference #** - 289363BR **City** - St. Helier **Type** - Intern Analyst (Pipeline) **Application Deadline** - 15-Mar-2024 **Your role** - Do you want to work for the world’s leading wealth manager and understand how we offer wealthy individuals and businesses a...

  • 2024 Summer Intern Progam

    4 weeks ago

    St Helier, United Kingdom UBS Full time

    Jersey - Business management, administration and support - Global Wealth Management **Job Reference #** - 289363BR **City** - St. Helier **Type** - Intern Analyst (Pipeline) **Application Deadline** - 15-Mar-2024 **Your role** - Do you want to work for the world’s leading wealth manager and understand how we offer wealthy individuals and businesses a...