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- Tasks: Lead client portfolios, mentor staff, and ensure operational excellence.
- Company: Join a dynamic fiduciary team in St Helier, UK, focused on client service.
- Benefits: Enjoy flexible working, generous leave, and health perks like gym discounts.
- Why this job: Be part of a culture that values diversity, sustainability, and professional growth.
- Qualifications: Five years' experience with ICSA or STEP Diploma; strong analytical and communication skills.
- Other info: Hybrid work model and initiatives supporting women managers available.
The predicted salary is between 48000 - 72000 £ per year.
Social network you want to login/join with:
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Client:
IQ-EQ
Location:
St Helier, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
b8ec14ad865c
Job Views:
13
Posted:
12.08.2025
Expiry Date:
26.09.2025
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Job Description:
We are seeking an experienced Assistant Manager to join our fiduciary team in St Helier, UK. This role involves overseeing client portfolios, supporting business development, and ensuring operational excellence. The candidate will collaborate with senior leadership, mentor junior staff, and handle client onboarding, fee reviews, and risk management, all while meeting strategic targets and maintaining high service standards.
Responsibilities include:
- Leading by example and fostering a culture of excellence and client service.
- Staying current with technical and leadership skills, mentoring team members.
- Building strong relationships with clients and intermediaries to promote growth and retention.
- Communicating proactively to promote service culture, identify risks, and support strategic decisions.
- Ensuring compliance with regulations and internal policies, managing risks, and leading in the manager’s absence.
What we offer:
- Competitive salary based on experience and qualifications.
- Generous pension scheme and social benefits including private health and dental, life assurance, and gym discounts.
- 25 days annual leave plus UK public holidays, with enhanced maternity and paternity leave.
- Flexible working arrangements to support work-life balance.
- Training and development opportunities to enhance your skills.
About you:
- At least five years of relevant experience with a professional qualification such as ICSA or STEP Diploma.
- Deep understanding of fiduciary responsibilities, trust and company administration, and legal frameworks.
- Detail-oriented, analytical, with strong numeracy and IT skills.
- Resilient under pressure, high integrity, committed to diversity and client satisfaction.
- Excellent communication and relationship-building skills.
- Dedicated to continuous learning and professional growth.
Our commitment:
We prioritize sustainability, diversity, and employee development. Our hybrid work model and learning platforms support our employees\’ growth and work-life balance. We are committed to fostering an inclusive culture and supporting women managers through initiatives like IQ-EQ Launchpad.
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Assistant Manager, Private Wealth employer: IQ-EQ
Contact Detail:
IQ-EQ Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Assistant Manager, Private Wealth
✨Tip Number 1
Network with professionals in the fiduciary sector, especially those who are already working at IQ-EQ or similar firms. Attend industry events and engage on platforms like LinkedIn to build connections that could lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in fiduciary responsibilities and trust administration. This knowledge will not only help you in interviews but also demonstrate your commitment to staying current in the field.
✨Tip Number 3
Prepare to discuss specific examples of how you've led teams or projects in previous roles. Highlight your mentoring experience and how it has contributed to team success, as this aligns with the responsibilities of the Assistant Manager position.
✨Tip Number 4
Research IQ-EQ's culture and values, particularly their commitment to diversity and employee development. Be ready to articulate how your personal values align with theirs during the interview process.
We think you need these skills to ace Assistant Manager, Private Wealth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in fiduciary responsibilities, trust and company administration. Use specific examples that demonstrate your analytical skills and attention to detail.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company’s values. Mention your professional qualifications like ICSA or STEP Diploma and how they align with the job requirements.
Highlight Leadership Experience: Since the role involves mentoring junior staff and collaborating with senior leadership, emphasise any previous leadership roles or experiences where you successfully led a team or project.
Showcase Communication Skills: In your application, provide examples of how you've built strong relationships with clients and intermediaries. Highlight your proactive communication style and ability to identify risks and support strategic decisions.
How to prepare for a job interview at IQ-EQ
✨Showcase Your Experience
Make sure to highlight your relevant experience, especially your five years in fiduciary roles. Be prepared to discuss specific examples of how you've managed client portfolios and supported business development.
✨Demonstrate Leadership Skills
Since the role involves mentoring junior staff and leading by example, be ready to share instances where you've successfully led a team or fostered a culture of excellence. This will show your potential employer that you can step into a leadership role.
✨Understand Compliance and Risk Management
Familiarise yourself with the regulations and internal policies relevant to the role. Be prepared to discuss how you've ensured compliance in previous positions and how you approach risk management.
✨Build Rapport During the Interview
Strong communication and relationship-building skills are crucial for this position. Use the interview as an opportunity to connect with your interviewers, showing your ability to build relationships with clients and colleagues alike.
