Assistant Manager- Private Wealth

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 Assistant Manager-Private Wealth will maintain client relationship including handling client issues and demands.

The Assistant 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 Assistant Manager-Private Wealth will liaise with the Director – Client Management for delivery services to his/her client portfolio.

Tasks

• Train and coach team members working under his/her supervision or working on his/her client portfolio and achieve maximum efficiency
• Review and approve the jobs done by the team members to ensure quality service is delivered to clients
• Participate and provide input to the performance review and development plan of team members whom he/she has worked with, trained or coached
• Ensure protections of information assets of IQ-EQ MU and to abide by the ISMS in place at IQ-EQ MU
• Work with the Manager/Senior Manager on the budget of the department and ensure that the budget is met
• Identify revenue opportunities for additional work done
• Assist the Manager/Senior Manager in the growth of the portfolio
• Assist the Manager/Senior Manager as well as the Trustees in advising and guiding the clients on their portfolio and use of trust assets
• Always ensure that the trusts and the underlying companies under management are compliant with the relevant laws and regulations
• Ensure that that the Group policies and procedures are always adhered to.

Key competencies for position and level

• Customer focus
• Communicates effectively
• Develops talent
• Directs work
• Collaborates

Key behaviours we expect to see

In addition to demonstrating our Group Values (Authentic, Bold, and Collaborative), the role holder will be expected to demonstrate the following:

• Accuracy
• Approachability
• Attention to detail
• Prioritisation
• Proactivity
• Relationship Building
• Taking ownership

Deliverables (KPIs)

• On-time delivery
• Compliance or internal audit deficiencies of client dossiers assigned
• Complaints from clients on files reviewed (quality)
• Penalties
• % Personal chargeability
• Meeting budget

Required Experience

Education / professional qualifications:

• Degree holder and / or related Professional qualification

Background experience:

• Minimum 5 years of in a similar role / global business sector

Technical:

• Experience in Trust and Corporate Administration and Secretarial matters
• Sound knowledge of Companies Act, Trust Act, Income Tax Act and relevant legislations affecting Global Business in Mauritius

Computer/ program knowledge:

• Good Knowledge of 5 series