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IQ-EQ
19/9/2025
⌛️
💼 Investment & Wealth Management
🕒 Full-Time
🟫 Executive
Financial Services
201+ people

Job Description

At IQ-EQ, we partner with high-net-worth individuals and families to protect, grow, and enjoy their wealth. As an Associate Director in Private Wealth, you will provide strategic leadership to a portfolio of complex clients, drive business growth, and inspire your team to deliver exceptional service while ensuring operational and regulatory excellence.

What You’ll Do

  • You will act as the strategic lead for a portfolio of private wealth clients, ensuring exceptional service, strong relationships, and sustainable growth.
  • You will lead, mentor, and develop your team, fostering a culture of collaboration, accountability, and knowledge sharing.
  • You will oversee financial performance, meeting revenue, utilisation, and profitability targets while maintaining cost efficiency.
  • You will collaborate across jurisdictions and with senior stakeholders, identifying opportunities for business development and client expansion.
  • You will champion governance and risk management, ensuring compliance with all policies, regulations, and best practices.

What we offer

  • Comprehensive remuneration: Competitive financial packages based upon market rates for your role and is proportionate to your qualifications, level of experiences and skills profile
  • Pension Scheme: Generous employer contribution with the ability to allow and increase employee contributions
  • Wellbeing: Additional social benefits such as medical insurance & life assurance, access to onsite gym as well as engaging with our local community via sports activities, charity programmes & environmental initiatives
  • Flexible working: We recognise the value of working flexibly and is keen to ensure all employees enjoy an excellent work-life blend
  • Support and development: We will ensure you have the right training, tools and development plan to grow and improve your skills every day.

Requirements

Experience

What You’ll Bring

  • You are professionally qualified (STEP, CGI, or equivalent) with a deep understanding of private wealth, trusts, and fiduciary structures.
  • You have extensive experience in offshore financial services, with strong knowledge of corporate governance and regulatory environments.
  • You are a proven leader who inspires, develops, and engages teams to deliver at the highest level.
  • You are a strong communicator and relationship builder, able to influence clients, regulators, and internal stakeholders alike.
  • You are commercially astute, risk-aware, and committed to delivering excellence for both clients and the business.

Education & Qualifications

IQEQ - Banner.webp
💰 Financial Services
👥 201+ people
Show Perks

IQ-EQ is a leading global investor services group offering comprehensive compliance, administration, and asset services to clients worldwide.

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Paid Volunteer Time
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Social Events
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Professional Qualifications
Flexible Working
👪
Life Assurance
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Private Healthcare
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Annual Leave
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Pension
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Car Parking
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Income Protection
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Perks & Benefits

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Paid Volunteer Time

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Social Events

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Professional Qualifications

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Flexible Working

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Life Assurance

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Private Healthcare

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Annual Leave

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Pension

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Car Parking

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Income Protection

Note: The perks and benefits displayed provide a general overview of what this employer offers. Specific details regarding each perk, including eligibility and terms, will be provided directly by the employer during the application and interview process.

Hiring Process

  1. 30-min phone interview with TA
  2. 60-min in-person interview with Hiring Manager and Team Member

Apply for this job

Apply directly and land the job today!

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IQ-EQ

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Found the perfect match?
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