Assistant Manager, Private Wealth

About IQ-EQ

We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide.  We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms. 

Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts. Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding. 

We’re driven by our Group purpose, to power people and possibilities. 

• To administer a complex and varied portfolio of clients requiring a more senior level of technical ability and provide support to the Manager and more junior members of the team. 
• Act as an effective member of the fiduciary team and assist the manager with meeting business, financial and operational initiatives and projects.
• Ensure the delivery of an excellent client service in accordance with the IQ-EQ standards and expectations.
• Actively contribute to initiatives to improve processes to drive operational excellence.
• Act as a role model to implement a culture which supports the IQ-EQ culture and ensure engagement of all team members to deliver excellent client service, operational effectiveness and efficiencies
• Participate fully and proactively in the promotion of a constructive “client servicing” culture
• 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 as defined in Balanced Contribution
• Develop working effective relationships with clients and intermediaries and internal contacts to maximise client retention and identify opportunities for growth

• ICSA or STEP would be desirable.
• Significant experience within a fiduciary environment.
• Knowledge of the Finance Industry in Guernsey and hold a good understanding of the relevant laws and regulations. 
• Ability work under pressure and within tight deadlines to meet the Team’s, Service line’s and clients’ expectations

Our commitment to you and the environment

Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment.  

There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee. 

Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential.  Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced.  

We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning.