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
Do you enjoy coaching & developing teams? If you're a natural born leader and take pride in supporting the career aspirations of those around you then this is the role for you. We are seeking an Associate Director with a background in the offshore Trust industry to join our Private Wealth team. You will drive operational excellence, act as the key point of contact for all allocated relationships, and ensure the corporate brand is upheld at all times.
In joining us, you will benefit from our hybrid working policy, employee referral scheme and collaborative and supportive environment.
What you'll do -
- Provide close team and client management support to ensure an excellent quality of service, consistency and support the Business' organic growth objectives.
- Meet or exceed key financial and non-financial targets, maximising revenues whilst retaining focus on cost efficiency.
- Implement a culture of shared knowledge and delegated responsibility within the team(s) and take responsibility for all allocated client relationships.
- Act as the key point of client contact for allocated relationships, coordinating the team(s) in respect of client deliverables, deadline management and the overall quality of all deliverables.
- Ensure that risk management processes are embedded in the culture, operations and systems used by all staff, driving and exemplifying adherence to agreed policies, procedures and applicable regulation Tasks (what does the role do on a day-to-day basis).
- Act as a role model to implement a culture which supports the Group Values and ensure engagement of your team to deliver excellent client service, operational effectiveness and efficiencies.
- Proactively participate in the promotion of a constructive "pro-compliance" culture at both local and Group level.
- Develop the capability and performance of staff in the client service team on an on-going basis to meet the needs of the business line now and in the future, ensuring an environment of shared knowledge and learning exists to deliver superior client service.
- Act as a role model through effective positive leadership behaviours to engender an environment of teamwork and collaboration, across own function and across all jurisdictions, demonstrating drive, passion, positivity towards change, teamwork, and a clear focus and commitment in driving and achieving the Group’s vision and strategic goals.
- Implement plans that integrate new acquisitions into the team, ensuring a consistent standard of client servicing and operational processes, risk, compliance and cost management are embedded.
Qualifications
- Excellent knowledge of offshore financial services and underlying product and service rationales, technologies and regulatory environments.
- Professionally qualified and holder of a relevant qualification from a recognised professional body / Financial Institution.
- Extensive experience within the offshore trust Industry.
- Corporate Governance experience and an understanding and experience of risk mitigation.
- Excellent leadership and management skills.
- Effective influencing skills and an ability to lead within own functional area.
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 Group 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.
