Company Description
IQ-EQ 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
Are you a skilled trust professional ready to elevate your career? Come and join our Private Wealth team in our Isle of Man office and you will benefit from our hybrid working policy, employee referral scheme and collaborative and dynamic environment.
In this role you will use your knowledge to provide high-quality trust administration services to an international client base whilst working collaboratively with internal teams to ensure a smooth service delivery.
What You'll Do
- Manage private client portfolios efficiently, ensuring compliance with company policies.
- Support Senior Management with administrative tasks and project work.
- Maintain and develop strong client and intermediary relationships.
- Ensure compliance with legal, regulatory, and internal risk management policies.
- Handle daily trust administrative tasks, ensuring accuracy and efficiency.
- Attend and document client meetings, providing excellent service.
- Act as deputy for Assistant Managers/ Mangers when required.
- Stay updated on tax regulations affecting trust and corporate structures.
- Provide technical support and guidance to team members.
- Maintain organized and accurate client records.
- Identify opportunities for client growth and retention.
- Ensure compliance with regulatory requirements and internal policies.
- Work on business development opportunities through industry awareness.
Qualifications
- STEP/CGI Diploma or relevant professional qualification.
- Strong understanding of Isle of Man financial regulations.
- Exceptional communication, analytical and problem-solving skills.
- Proficiency in Microsoft Office (Excel, Word, Outlook).
- Good understanding of the duties and responsibilities of a Fiduciary.
Why You’ll Love It Here
- Career Growth: STEP/CGI Diploma? We’ll fuel your career potential and professional journey with tailored development opportunities.
- Top-Tier Benefits: Enjoy a robust pension scheme, dental care, life cover, income protection, and our employee referral bonuses.
- Impact: Be a trusted expert in a collaborative, client-focused culture.
At IQ-EQ, we thrive on expertise, collaboration, and innovation. This isn't just a job - it's an opportunity to be a part of something bigger. If you're ready to play a key role in the evolving world of investments, we'd love to hear from you.
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.
