Associate Director, Private Wealth

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

Responsibilities:

• Provide close team and client management support to ensure an excellent quality of service, consistency and support the Business' organic growth objectives
• Actively participate, lead and manage all aspects and activities relating to the development of IQ-EQ
• Meet or exceed key financial and non-financial targets, maximising revenues whilst retaining focus on cost efficiency
• Pro-actively contribute to initiatives to improve processes to drive operational excellence
• 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:

• Act as a role model to implement a culture which supports the Group Values and ensure engagement of all staff to deliver excellent client service, operational effectiveness and efficiencies
• Actively lead and perform in line with the Group initiatives
• Proactively participate in the promotion of a constructive "pro-compliance" culture at both local and Group level
• Ensure the corporate brand is upheld at all times and represent the Company professionally at client meetings and events and enact the ethos of the Company
• Work collaboratively with colleagues across the IQ-EQ locations to develop and implement intermediary visit plans and report on progress
• Build and maintain effective relationships with stakeholders, clients regulatory bodies and other professional intermediaries and contacts to ensure that staff understand and are able to respond appropriately to developments as they arise
• 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
• Manage on a day to day basis all staff to ensure achievement of business goals
• Responsible for ensuring the career aspirations and development needs of any direct reports is managed by holding effective “Everyday Conversations”
• Pro-actively manage own development, encompassing both technical and leadership requirements to a level appropriate to role that supports the Group Values
• Identify and implement improvements to client service delivery where agreed
• Motivate all staff and ensure they are fully aware of the clients’ strategic objectives and have in place their own personal objectives which are aligned to ensure successful achievement and delivery of goals
• Deliver agreed standards for client service and monitor performance on a regular basis
• Prepare, present and evaluate any resulting new business proposals
• 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
• As the subject matter expert, ensure successful implementation of changes which improve operational practices
• Manage the provision of environmental development information and communicate with Client Services Directors and the Managing Director
• Deliver the targets within own functional area for revenue, utilisation, recoverability, EBITDA margin, and cash collection. Implement operational efficiencies and agree remedial or improvement actions with accountable First Names
• Actively participate in Business Development processes and initiatives, as appropriate
• Maintain a high level of competitor and industry awareness
• Maintain existing and new client relationships and actively seek opportunities for growth
• Act as an authorised signatory for client matters
• Ensure compliance with applicable laws, service standards, company policies and procedures and agreed operational and control processes
• Use your own judgement to bring to the attention of (senior) management any issues which you feel appropriate, in particular ensuring that concerns and identified risks are reported in a timely and effective manner
• Ensure adequate resources are allocated to supporting the Group Risk Framework for implementing new initiatives, ongoing reporting and BAU activities. Assign clear responsibilities and accountabilities for the Identification and escalation of risk issues
• Ensure that risk management processes are embedded in the culture, operations and systems used by all staff members in the function, driving and exemplifying adherence to agreed policies, procedures and applicable regulation. Discharge the responsibilities as detailed for senior management in the Group Risk Management Policy
• Maintain up-to-date information on developments in the regulatory environment that affect the business and ensure compliance at all times

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
• Evidence of Continued Professional Development
• 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
• Evidence of role modelling effective skills as a team player and promoting teamwork and collaboration amongst others
• Evidence of commitment to high standard of customer service based on understanding needs and delivering solutions
• Experience of working closely with Regulators
• Excellent written and verbal communication skills
• Highly effective listening skills and able to make and communicate rational judgments in a decisive manner
• Developing knowledge and experience of successfully recruiting high calibre individuals to feed the talent pipeline for immediate needs and longer term needs of a business

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.