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Senior Officer, Private Wealth

IQ-EQ

Senior Officer, Private Wealth

full-timePosted: Jan 20, 2026

Job Description

Description

  • Perform a wide variety of Trust administration tasks accurately and in a timely manner to support the Company’s ever-growing and diversified international client base
  • Act as a role model and demonstrate the Group Values at all times and ensure engagement and commitment to deliver excellent client service, operational effectiveness and efficiencies in all tasks delivered
  • Provide a high level of quality internal and external client service and the accurate and timely provision of financial administration services
  • Actively support the Senior Management Team with the day-to-day administration of private client portfolios in accordance with the Company’s policies and procedures
  • Plan, prioritise and organise tasks and activities efficiently, ensuring effective time management
  • Effectively manage time input and work in progress on own portfolio

Qualifications

  • Professional qualification  would be desirable (ie STEP)
  • Knowledge of the finance industry in Guernsey 
  • Strong career background in trust administration 
  • Evidence of continued professional development 

Additional Info

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. 

Locations

  • Plaza House, Admiral Park, St Peter Port, Guernsey

Salary

Estimated Salary Rangemedium confidence

60,000 - 95,000 USD / yearly

Source: ai estimated

* This is an estimated range based on market data and may vary based on experience and qualifications.

Skills Required

  • trust administrationintermediate
  • time managementintermediate
  • client serviceintermediate
  • operational effectivenessintermediate

Required Qualifications

  • STEP (desirable) (experience)
  • knowledge of finance industry in Guernsey (experience)
  • strong career background in trust administration (experience)

Responsibilities

  • perform trust administration tasks accurately
  • act as role model demonstrating group values
  • provide high level client service
  • support senior management with client portfolios
  • plan, prioritise and organise tasks efficiently

Benefits

  • general: learning and development programmes
  • general: hybrid working
  • general: diversity, equity, inclusion

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IQ-EQ logo

Senior Officer, Private Wealth

IQ-EQ

Senior Officer, Private Wealth

full-timePosted: Jan 20, 2026

Job Description

Description

  • Perform a wide variety of Trust administration tasks accurately and in a timely manner to support the Company’s ever-growing and diversified international client base
  • Act as a role model and demonstrate the Group Values at all times and ensure engagement and commitment to deliver excellent client service, operational effectiveness and efficiencies in all tasks delivered
  • Provide a high level of quality internal and external client service and the accurate and timely provision of financial administration services
  • Actively support the Senior Management Team with the day-to-day administration of private client portfolios in accordance with the Company’s policies and procedures
  • Plan, prioritise and organise tasks and activities efficiently, ensuring effective time management
  • Effectively manage time input and work in progress on own portfolio

Qualifications

  • Professional qualification  would be desirable (ie STEP)
  • Knowledge of the finance industry in Guernsey 
  • Strong career background in trust administration 
  • Evidence of continued professional development 

Additional Info

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. 

Locations

  • Plaza House, Admiral Park, St Peter Port, Guernsey

Salary

Estimated Salary Rangemedium confidence

60,000 - 95,000 USD / yearly

Source: ai estimated

* This is an estimated range based on market data and may vary based on experience and qualifications.

Skills Required

  • trust administrationintermediate
  • time managementintermediate
  • client serviceintermediate
  • operational effectivenessintermediate

Required Qualifications

  • STEP (desirable) (experience)
  • knowledge of finance industry in Guernsey (experience)
  • strong career background in trust administration (experience)

Responsibilities

  • perform trust administration tasks accurately
  • act as role model demonstrating group values
  • provide high level client service
  • support senior management with client portfolios
  • plan, prioritise and organise tasks efficiently

Benefits

  • general: learning and development programmes
  • general: hybrid working
  • general: diversity, equity, inclusion

Target Your Resume for "Senior Officer, Private Wealth" , IQ-EQ

Get personalized recommendations to optimize your resume specifically for Senior Officer, Private Wealth. Takes only 15 seconds!

AI-powered keyword optimization
Skills matching & gap analysis
Experience alignment suggestions

Check Your ATS Score for "Senior Officer, Private Wealth" , IQ-EQ

Find out how well your resume matches this job's requirements. Get comprehensive analysis including ATS compatibility, keyword matching, skill gaps, and personalized recommendations.

ATS compatibility check
Keyword optimization analysis
Skill matching & gap identification
Format & readability score
Quiz Challenge

Answer 10 quick questions to check your fit for Senior Officer, Private Wealth @ IQ-EQ.

10 Questions
~2 Minutes
Instant Score

Related Books and Jobs

No related jobs found at the moment.