Senior Officer, Private Wealth

Senior Officer, Private Wealth

Full-time

Mid-Senior Level

Client Services

Second Floor, Gaspe House, 66-72 Esplanade

St Helier

JE1 1GH

Jersey

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Job description

As Senior Officer, you will have existing trust experience and will be able to build and deliver customer centric solutions to a complex and diverse portfolio of clients. Prior knowledge of corporate vehicles and UK tax regimes would be preferred. You will be action orientated and willing to take on new challenges with a sense of urgency, high energy and enthusiasm in this fast-paced team. You will always be looking for ways to help us improve our processes and procedures in the most effective and efficient way possible.

Qualifications

ICSA or STEP Diploma qualified or other relevant professional qualification

Member of a relevant Professional Institute

Evidence of Continued Professional Development

Knowledge of the Finance Industry in Jersey

Minimum of 5 years’ Trust experience

Ability to be flexible and work effectively as part of a Team

Ability to prioritise and multi-task

Able work under pressure and within tight deadlines to meet the Team’s, Service line’s and clients’ expectations

Working knowledge of Microsoft packages including Excel, Outlook and Word

Additional information

At IQ-EQ 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.

Company description

IQ-EQ is 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.

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