Associate Director, Private Wealth

ABOUT IQ-EQ

We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. 

We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top 15 private equity firms.

Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts.

Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding. 

We’re driven by our Group purpose, to power people and possibilities.

Are you a natural leader who thrives on coaching teams and driving client excellence? Join our dynamic Private Wealth team as an Associate Director. You’ll play a pivotal role in managing client relationships, fostering team development, and ensuring operational excellence within the offshore trust industry.

What You'll Do

• Lead and support a high-performing team to deliver exceptional client service and meet business growth objectives.
• Act as the primary point of contact for key client relationships, ensuring quality and consistency in deliverables.
• Drive a culture of collaboration, compliance, and shared knowledge across the team.
• Oversee financial and non-financial performance targets, maximising efficiency and revenue.
• Support integration of acquisitions, aligning them with internal standards and processes.

What we offer

• Comprehensive remuneration and pension: motivating financial packages based upon market rates for your role and is proportionate to your qualifications, level of experiences and skills profile
• Wellbeing: additional social benesfits such as private health and dental cover, life assurance, discounted gym membership, eye test and corporate GP
• Annual leave: our employees are entitled to 25 days paid leave plus all UK public holidays
• Enhanced maternity and paternity, including shared parental leave and adoption leave
• Flexible working: we recognise the value of working flexibly and want to ensure all employees enjoy an excellent work-life blend. As such, we are open to conversations with employees related to setting up flexible working arrangements.

• Professionally qualified with a relevant certification from a recognised financial/professional body.
• Extensive experience in the offshore trust industry, with strong knowledge of related products and regulatory environments.
• Proven leadership and team management skills with the ability to influence and inspire.
• Strong background in corporate governance and risk mitigation.
• Effective communicator with a strategic mindset and passion for team development.

OUR COMMITMENT TO YOU AND THE ENVIRONMENT

As a forward-looking business, sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining meaningful, long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment.

There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee.

Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,500+ employees - from 94 nationalities, speaking 41 languages across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support female managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced.

We’re committed to growing long-term relationships with our clients and supporting them in achieving their objectives. We understand that our clients' sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning.