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Senior Officer, Private Wealth

Residency
5 years residency NOT required
Employer
IQEQ
Closing date
22 June 2025
Reference
64137
Contract
Permanent
Hours
Full Time
Salary
Negotiable
Perform a wide variety of Trust administration tasks accurately and in a timely manner for the Company's international client base.
Provide high-quality internal and external client service, ensuring accurate and timely financial administration.
Support the Senior Management Team with day-to-day administration of private client portfolios, adhering to Company policies and procedures.
Manage time effectively, prioritising tasks and activities to meet individual and team objectives.
Develop and maintain effective working relationships within the team and across all Teams locally to ensure a collaborative approach.
Maintain and enhance technical knowledge, ensuring CPD requirements are met and staying abreast of industry best practices.
Ensure compliance with Company policies, procedures, and relevant legal and regulatory requirements and reporting any risk issues
Core skills required
  • Ability to speak and understand English
  • CV Required
  • References
How to apply
  • Online
  • Email


Contact name
Jessica Fisher
Phone no.
01534714622
Email
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