Assistant Manager, Private Wealth

Company DescriptionAbout IQEQWe’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 6,500+ people across 24 jurisdictions and have assets under administration (AUA) exceeding US$857 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. We’re driven by our Group purpose, to power people and possibilities. Job DescriptionWe are looking for an experienced Assistant Manager – Private Wealth to join our growing team. In this role, you will manage a complex portfolio of trust and corporate clients while supporting the Manager in leading the team, maintaining strong client relationships, and delivering exceptional service. You will also play a key role in mentoring colleagues, driving operational improvements, and contributing to the commercial success of the business.What You’ll DoYou will manage a complex portfolio of private wealth clients, ensuring the accurate and timely delivery of trust and corporate administration services.You will support the Manager in leading, mentoring, and developing the team while fostering a collaborative and high-performing environment.You will build strong relationships with clients and intermediaries, delivering exceptional service and identifying opportunities to grow existing client relationships.You will ensure compliance with regulatory requirements, internal policies, and risk management standards while promoting best practices across the team.You will contribute to operational excellence by supporting process improvements, new client onboarding, and the achievement of commercial and business objectives.What we offerBase Salary: Competitive pay based on role, qualifications, experience, and market standards Annual Bonus: Performance-based discretionary bonus paid annuallyReferral Rewards: Bonus for employees who successfully refer candidatesPension Contributions: Employer contributes 7%–12% of basic salary depending on level Insurance Benefits: Medical, dental, life assurance, and income protection coverageAdditional Benefits: Paid leave, hybrid working, wellness programs, and recognition schemesQualificationsYou have experience in trust, corporate, or private wealth administration within the financial services industry.You have a STEP, ICSA, or equivalent professional qualification, or are working towards one.You have a strong understanding of trust and company administration, fiduciary responsibilities, and relevant regulatory frameworks.You have experience managing client relationships, mentoring junior team members, and supporting team leadership.You have excellent communication, organisational, analytical, and stakeholder management skills, with strong commercial awareness and attention to detail.Additional InformationOur commitment to you and the environmentSustainability 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 6,500+ employees - from 94 nationalities, across 24 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 lead to our sustainability and success. We’re emotionally invested in our clients right from the beginning.SummaryType: Full-timeFunction: Accounting/AuditingExperience level: AssociateIndustry: Financial Services