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Job description
An opportunity for a qualified professional to support private wealth management operations in Jersey. The role involves managing client portfolios, supporting business development, and contributing to operational excellence within a dynamic financial services team.
Primary responsibilities include administering complex client portfolios, supporting business opportunities, managing client administration teams, processing new business efficiently, and contributing to operational initiatives that drive excellence in service delivery.
The ideal candidate will possess professional qualifications like ICSA or STEP Diploma, minimum 5 years of relevant industry experience, strong understanding of trust and company administration, excellent analytical skills, and proficiency in IT applications. Strong risk management and compliance awareness is essential.
IQ-EQ offers a comprehensive professional environment with opportunities for career development, continuous learning, and growth within a global investor services group. The role provides a chance to work with global companies, family offices, and private clients while supporting the firm's strategic objectives.
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