Primary responsibilities include actively contributing to process improvements, managing a client portfolio with approximately £2m revenue, leading a Client Administration Team, ensuring smooth new business onboarding, coordinating client and advisor visits, conducting fee reviews, and maintaining commercial objectives and targets.
Required experience encompasses a CGI or STEP Diploma qualification, minimum 7 years of relevant industry experience, thorough understanding of trust company business laws, fiduciary duties, and industry best practices. Candidates must demonstrate strong analytical skills, proficiency with IT applications, and an ability to work collaboratively under pressure.
The role offers an opportunity to work in a dynamic, international investor services group that supports fund managers, global companies, and private clients. IQ-EQ emphasizes continuous learning, professional development, and provides a supportive environment for career growth across multiple service lines and international offices.
