Client Service Director, Private Wealth

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.

Job Description

As a Client Service Director you will take responsibility for managing an existing diverse portfolio of clients, maintaining and developing relationships with those clients and professional intermediaries and with colleagues across the group contributing actively to the ongoing growth and development of our business.

We are always thriving to deliver the best service to our clients, never being complacent. To do this you’ll work with a team that is collaborative, bold and empowered, where knowledge is shared and everyone’s opinion and ideas count. Leveraging your years of experience and working collectively with our team you will look for ways to continually help us to get better at what we do in the most efficient and effective way possible.

You will be responsible for the financial management of your portfolio and will keep up to date up with applicable laws, service standards, company policies and procedures, ensuring operational and control processes are in place and that any risks are identified and managed accordingly.

Qualifications

• Extensive experience/knowledge of the offshore trust industry
• Evidence of commitment to high standard of customer service based on understanding needs and delivering solutions
• Ability to inspire trust and confidence across the Private Wealth function
• Excellent leadership skills
• Highly effective listening skills and able to make and communicate rational judgments in a decisive manner
• Awareness and understanding of cross jurisdictional cultural differences
• Strong Relationship Management skills
• Hold professional qualifications

Additional Information

Our commitment to you is that we will help you become your personal best. All of our people benefit from a comprehensive and individually tailored program. We focus on a holistic skill set of professional accreditation and management development, soft skills, coaching and technical training. This is a business built by people, so helping our people be great is great for business.

For further information, and to apply, please visit our website via the “Apply” button below.