Senior Officer, Private Wealth

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Senior Officer, Private Wealth, St Helier

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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:

Job Views:

5

Posted:

12.08.2025

Expiry Date:

26.09.2025

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Job Description:

We are seeking an experienced Senior Officer to join our Jersey based Private Wealth team. In this role, you will leverage your strong trust administration skills, industry knowledge, and ability to work under pressure to support your clients and contribute to your team\’s success.

WHAT YOU WILL DO

• Manage a broad range of trust administration tasks with accuracy and efficiency for our global clientele
• Deliver exceptional service to both internal teams and external clients, ensuring financial administration meets high standards
• Support senior leadership in the daily management of private client portfolios, always upholding company policies
• Stay vigilant with compliance, reporting any risk concerns or suspicious activity in line with regulatory requirements
• Help drive operational improvements by sharing thoughtful feedback and contributing to smarter, streamlined processes

WHAT WE OFFER

• Comprehensive remuneration: Motivating financial packages based upon market rates for your role and is proportionate to your qualifications, level of experiences and skills profile
• Pension Scheme: Generous employer contribution with the ability to allow and increase employee contributions
• Wellbeing: Additional social benefits such as private health and dental cover, life assurance, discounted gym membership, eye test and corporate GP
• Annual leave: All 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 is keen 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
• Support and development: We will ensure you have the right training, tools and development plan to grow and improve your skills every day

ABOUT YOU

• You’ve earned an ICSA or STEP Diploma—or hold another relevant certification—demonstrating your technical excellence in trust and company administration
• You actively pursue Continued Professional Development, keeping your skills fresh and aligned with industry trends
• You possess strong knowledge of Jersey’s finance sector, giving you the edge in navigating complex trust structures and regulations
• You bring outstanding trust administration expertise, ensuring smooth day-to-day operations and high-quality client outcomes
• You understand fiduciary responsibilities deeply and uphold them with integrity, discretion, and a client-first mindset.

Additional Information

OUR COMMITMENT TO YOU AND THE ENVIRONMENT

Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining 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 5,800+ employees – from 94 nationalities, across 25 countries – to each achieve their potential.Through IQ-EQ Launchpad we support women 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 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.

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