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IQ-EQ
9/9/2025
⌛️
⚖️ Client Services
🕒 Full-Time
🟨 Mid-level
Financial Services
201+ people

Job Description

Job Description

Are you a skilled trust professional ready to elevate your career? Come and join our Private Wealth team in our Isle of Man office and you will benefit from our hybrid working policy, employee referral scheme and collaborative and dynamic environment.

In this role you will use your knowledge to provide high-quality trust administration services to an international client base whilst working collaboratively with internal teams to ensure a smooth service delivery.

What You'll Do

  • Manage private client portfolios efficiently, ensuring compliance with company policies.
  • Support Senior Management with administrative tasks and project work.
  • Maintain and develop strong client and intermediary relationships.
  • Ensure compliance with legal, regulatory, and internal risk management policies.
  • Handle daily trust administrative tasks, ensuring accuracy and efficiency.
  • Attend and document client meetings, providing excellent service.
  • Act as deputy for Assistant Managers/ Mangers when required.
  • Stay updated on tax regulations affecting trust and corporate structures.
  • Provide technical support and guidance to team members.
  • Maintain organized and accurate client records.
  • Identify opportunities for client growth and retention.
  • Ensure compliance with regulatory requirements and internal policies.
  • Work on business development opportunities through industry awareness.

Why You’ll Love It Here

  • Career Growth: STEP/CGI Diploma? We’ll fuel your career potential and professional journey with tailored development opportunities.
  • Top-Tier Benefits: Enjoy a robust pension scheme, dental care, life cover, income protection, and our employee referral bonuses.
  • Impact: Be a trusted expert in a collaborative, client-focused culture.

At IQ-EQ, we thrive on expertise, collaboration, and innovation. This isn't just a job - it's an opportunity to be a part of something bigger. If you're ready to play a key role in the evolving world of investments, we'd love to hear from you.

Requirements

Experience

Qualifications

  • STEP/CGI Diploma or relevant professional qualification.
  • Strong understanding of Isle of Man financial regulations.
  • Exceptional communication, analytical and problem-solving skills.
  • Proficiency in Microsoft Office (Excel, Word, Outlook).
  • Good understanding of the duties and responsibilities of a Fiduciary.

Education & Qualifications

IQEQ - Banner.webp
💰 Financial Services
👥 201+ people
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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
🎓
Professional Qualifications
Flexible Working
👪
Life Assurance
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Private Healthcare
🌴
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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Found the perfect match?
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