Assistant Manager, Private Wealth at IQ-EQ

St Helier, , Jersey -

Full Time

Start Date

Immediate

Expiry Date

28 Jun, 26

Salary

0.0

Posted On

30 Mar, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Portfolio Management, Operational Excellence, Client Service, Business Development, Mentoring, Risk Management, Compliance, Relationship Building, Technical Expertise, Analytical Skills, Attention To Detail, IT Proficiency, Collaboration, Integrity, Process Improvement, Fee Reviews

Industry

Financial Services

Description

Company Description 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. Job Description We’re looking for a driven and experienced Assistant Manager to join our Private Wealth team in our Jersey office at Gaspé House. In this role, you will manage a diverse and complex client portfolio while supporting the Manager in driving operational excellence, fostering a strong client service culture, and developing junior team members. If you excel in client relationship management, enjoy improving processes, and thrive in a collaborative, high‑performance environment, we’d love to hear from you. What You'll Do - Lead client portfolio delivery by managing complex client structures, supporting fee reviews, ensuring strong client service, and contributing to commercial targets such as revenue, WIP, debtor days, and cash collection. Support and deputise for the Manager in driving team performance, overseeing the Client Administration Team, contributing to business development, and supporting smooth onboarding of new business. Develop people and culture by mentoring junior staff, holding development conversations, fostering a strong client‑service mentality, and supporting recruitment efforts. Strengthen governance and risk management by embedding risk frameworks, ensuring compliance with regulations and internal policies, monitoring processes, and escalating issues when necessary. Build strong internal and external relationships to enhance client retention, identify cross‑selling opportunities, drive operational excellence, and contribute to wider Group initiatives. What We Offer - Comprehensive remuneration and pension: motivating financial packages based upon market rates for your role and is proportionate to your qualifications, level of experiences and skills profile Wellbeing: additional social benefits such as private health and dental cover, life assurance, discounted gym membership, eye test and corporate GP Annual leave: our employees are entitled to 25 days paid leave plus all Jersey public holidays Enhanced maternity and paternity, including shared parental leave and adoption leave Flexible working: we recognise the value of working flexibly and want to ensure all employees enjoy an excellent work-life blend. As such, we are open to conversations with employees related to setting up flexible working arrangements. Qualifications Professional qualification such as ICSA or STEP Diploma, with at least 5 years of relevant industry experience and strong knowledge of trust, company administration, fiduciary duties, and applicable laws across relevant jurisdictions. Strong technical capability including the ability to interpret trust and company legal documents, good numeracy and analytical skills, and a solid understanding of taxation impacts on structures. High attention to detail, accuracy, strong IT proficiency, and the ability to work under pressure, manage deadlines, and contribute effectively to team workflow. Strong interpersonal, communication, and relationship‑building skills, with the ability to collaborate, motivate others, support colleagues through change, and demonstrate resilience and integrity. Commitment to continuous self‑development, high self-awareness, and adherence to best‑practice standards, risk awareness, equality, and diversity in all aspects of work. Additional Information 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. Department: Client Services Type of Hire: Permanent

Responsibilities

The Assistant Manager will lead client portfolio delivery by managing complex client structures, supporting fee reviews, and contributing to commercial targets like revenue and cash collection. They will also support the Manager in driving team performance, overseeing administration, and contributing to business development.