Assistant Manager, Private Wealth - FTC at IQEQ

Responsibilities:

Actively contribute to initiatives to improve processes to drive operational excellence
Administer a complex and varied portfolio of clients requiring a more senior level of technical ability and provide support to the Manager/Senior Manager and more junior staff within the team
Support the Manager in identifying business opportunities and support with follow up actions as required
Support the Manager in fostering both a client service mentality and strong business development culture at all levels within the team by representing personally the cultural values of the business and adapting to change impacts in a productive manner, thereby fostering a positive attitude within the team
Support the Manager in managing a Client Administration Team who have overall responsibility for the administration of a Client Portfolio