Associate Client Director

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.

It’s time to realise your potential by walking through our door.

Job Description

• Manage a varied booked of business housed in a Corporate Management License, Mutual Fund License and Trust License. 
• Actively manage the full life cycle of IQ-EQ Clients from pitches, deal closing, legal set-up and termination
• Act as personal director, and represent the IQEQ Corporate Director on various Fund, SPV and Private Wealth vehicles.
• Be appointed to other key official positions for Fund and SPV vehicles.
• Prepare reports and present at board meetings for Fund and SPV structures.
• With support from senior leadership, act as the regulatory outsourcing champion for IQ-EQ Cayman, closely involved with monitoring and report for the outsourced functions for the office.
• Lead and perform in line with local and Group initiatives
• Build and maintain effective relationships with key internal local and group stakeholders and well as professional intermediaries and contacts, including direct report.
• Undertake client visits supported by senior team members to ensure that robust client relationships are maintained and developed with a view to cultivating new sale of service opportunities from the existing client portfolio (including cross-sell opportunities for other segments and jurisdictions)
• Actively monitor and identify the strengths and weaknesses of the current service delivery model. Propose and assist with the implementation of effective actions, which deepen client relationships and manage risk
• Deliver agreed standards for client service and monitor performance on a regular basis
• Deliver the targets within own functional area for revenue, utilization, recoverability, and cash collection
• Ensure compliance with applicable laws, service standards, company policies and procedures, agreed operational, and control processes. Implement operational efficiencies and agree remedial or improvement actions with accountable staff
• Use your professional judgement to bring to the attention of (senior) management any issues which you feel appropriate, ensuring that concerns and identified risks are reported in a timely and effective manner
• Maintain up-to-date information on developments in the regulatory environment and ensure compliance at all times
• Ensure client deadlines are met and produce fee proposals for client services enquiries
• Provide direction to the support staff will support your portfolio of clients.
• Preparing monthly reports for Leadership
• Performs any such other activities as may be reasonably required by the role.
• Be prepared to assist senior leadership with the launch of new products and departments as the IQ-EQ Cayman business continues to grow.

Qualifications

• Relevant degree in business, law or finance with 3-5years fiduciary experience
• Have a detailed understanding of Cayman AML and KYC regulations, ACAMS would be advantageous.
• Thorough understanding of Cayman AEOI, Economic Substance and UBO reporting requirements is advantageous
• Experience acting as a personal director or other official positions on fund or private client structures is desired
• Be able to present AML reports and board reports to fund directors with confidence
• Membership of relevant Financial Institute
• Excellent client relationship & interpersonal skills
• Extensive experience within the offshore finance Industry
• Awareness and understanding of cross jurisdictional cultural differences
• Knowledge of strong corporate governance practices and experience of risk mitigation
• Solid commercial acumen with an ability to lead within own functional area
• Team oriented with the desire to thrive in a diverse, dynamic and collaborative environment
• Evidence of commitment to high standard of customer service based on understanding needs and delivering solutions
• Excellent written and verbal communication skills
• Effective listening skills and able to make and communicate rational judgments in a decisive manner
• Strong Microsoft application knowledge

Additional Information

At IQ-EQ we want you to reach your full potential. We offer an inclusive and diverse environment to support your career aspirations. With a strong emphasis on continuous learning and a holistic approach to your professional and personal development. We also offer opportunities across our service lines and our international network of offices

IQ-EQ offers an attractive remuneration package dependent on experience and qualifications in the range of USD$120,000 - USD$135,000 plus statutory benefits.

PLEASE NO AGENCIES AT THIS TIME.