Senior Manager, 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

We are looking for a Senior Manager to join our Private Wealth team in Jersey.

What You'll Do -

• Manage a complex client portfolio with a revenue return of approximately £2.5m, providing senior-level technical expertise and support to junior staff.
• Lead and develop a Client Administration Team, ensuring high standards of service delivery, operational excellence, and adherence to risk management processes.
• Drive commercial objectives by effectively managing the P&L for the Client Portfolio, including revenue targets, billable utilisation rates, and cash collections.
• Foster a client service mentality and strong business development culture within the team, actively participating in client visits and fee reviews.
• Ensure compliance with applicable laws, company policies, and regulatory requirements, while staying abreast of industry changes.
• Identify and pursue new business opportunities, developing strong relationships with intermediaries and internal contacts.
• Contribute to initiatives that improve processes and drive operational excellence across the business.
• Manage team members' career development through effective 'Everyday Conversations' and identifying training needs.
• Provide technical support for complex client transactions and oversee the administration of client entities within the portfolio.
• Actively participate in and support business-wide projects, financial initiatives, and operational improvements.

Qualifications

What You'll Bring -

• CGI or STEP qualified or relevant professional qualification
• Excellent understanding of Trust Company Business laws, fiduciary duties, and industry best practices
• Strong IT knowledge and proficiency with relevant applications
• Excellent communication, relationship-building, and leadership skills
• Attention to detail, analytical skills, and ability to work under pressure
• Risk-aware with high levels of integrity and commercial acumen
• Knowledge of taxation impacts on trust and corporate structures (preferred)

Why Join Us?

• Hybrid flexibility - work from office 2 days a week.
• A supportive, team-driven environment with opportunities to grow.
• Benefits such as Pension scheme, life cover, income protection and many more.

If you're detailed oriented and thrive in a fast-paced setting, 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.