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.
Responsibilities
The Senior Manager-Private Wealth will maintain client relationship including handling client issues and demands, identify all revenue opportunities within the existing portfolio and ensure there is no revenue leakage.
The Senior Manager-Private Wealth will act as the Checker before delivering work to clients and ensures compliance to the Group and Company compliance policies as well as local regulatory framework.
The Senior Manager-Private Wealth will also ensure that the team members are motivated, well coached and deliver to their best.
The Senior Manager-Private Wealth will liaise with the Country Delivery Director for delivery services to his/her client portfolio.
The Senior Manager- Private Wealth will work together with Business Development in order to grow the portfolio and increase the revenue of this unit.
The Senior Manager- Private Wealth will provide guidance as Trustee on the role and responsibilities of Trustee to the relevant parties and ensure that at all times the Trusts under management are compliant with the relevant laws and regulations.
Tasks
Key competencies for position and level
Key behaviours we expect to see
In addition to demonstrating our Group Values, the role holder will be expected to demonstrate the following:
Deliverables (KPIs)
Required Experience
Education / professional qualifications:
Background experience:
Technical: