Job DescriptionAssociate Director, Private Wealth, Jersey - Where the role holder is on the Board of IQ-EQ (Jersey) Limited's participating membersOffice:
Jersey -In order to fulfil the requirements of the role, it may be necessary to travel from time to time to client or other IQ-EQ Group office locations
Reports to:
Head of Private WealthResponsibilities:- As a Principal Person and board member of IQ-EQ (Jersey) Limited's Participating members (together IQ-EQ Jersey"), ensure IQ-EQ Jersey's prosperity by collectively directing IQ-EQ Jersey's affairs, while meeting the appropriate interests of IQ-EQ Jersey's shareholders and relevant stakeholders
- As a board member, collectively take responsibility for setting and maintaining the policies and procedures to ensure IQ-EQ Jersey's continued compliance with AML/CFT requirements and to facilitate the effective management of risk
- Act with honesty and in good faith with a view to the best interest of IQ-EQ Jersey, its customers and shareholders
- Ensure that you can exercise independent judgement without duress or undue influence from others.
- Act within the Terms of Reference when acting for IQ-EQ Jersey Limited under its Delegated Authorities
- Provide close team and client management support to ensure an excellent quality of service, consistency and support the Business' organic growth objectives
- Actively participate, lead and manage all aspects and activities relating to the development of IQ-EQ Jersey
- Meet or exceed key financial and non-financial targets, maximising revenues whilst retaining focus on cost efficiency whilst maintaining compliance with all Laws and Regulations at all times
- Pro-actively contribute to initiatives to improve processes to drive operational excellence
- Implement a culture of shared knowledge and delegated responsibility within the team(s) and take responsibility for all allocated client relationships
- Act as the key point of client contact for allocated relationships, coordinating the team(s) in respect of client deliverables, deadline management and the overall quality of all deliverables
- Ensure that risk management processes are embedded in the culture, operations and systems used by all staff, driving and exemplifying adherence to agreed policies, procedures and applicable laws and regulation
Tasks:Act as a role model to implement a culture which supports the IQ-EQ Values and ensure engagement of all staff to deliver excellent client service, operational effectiveness, efficiencies 1st line risk management and regulatory complianceActively lead and perform in line with the Group initiativesProactively participate in the promotion of a constructive "pro-compliance" culture across the IQ-EQ Jersey businessPromote the need for all employees to have a shared responsibility to the management of riskEnsure the career aspirations and development needs of any direct reports are managed by holding effective Everyday Conversations", setting annual business objectives and conducting regular employee appraisalsEnsure the corporate brand is upheld at all times and represent the Company professionally at client meetings and events and enact the ethos of the CompanyWork collaboratively with colleagues across the IQ-EQ locations to develop and implement intermediary visit plans and report on progressBuild and maintain effective relationships with stakeholders, clients regulatory bodies and other professional intermediaries and contacts to ensure that staff understand and are able to respond appropriately to developments as they ariseDevelop the capability and performance of staff in the client service team on an on- going basis to meet the needs of the business line now and in the future, ensuring an environment of shared knowledge and learning exists to deliver superior client serviceAct as a role model through effective positive leadership behaviours to engender an environment of teamwork and collaboration, across own function, demonstrating drive, passion, positivity towards change, teamwork, and a clear focus and commitment in driving and achieving the Group's vision and strategic goalsManage all direct reports on a day to day basis to ensure achievement of business goalsPro-actively manage own development, encompassing both technical and leadership requirements to a level appropriate to role that supports the Group ValuesIdentify and implement improvements to client service delivery where agreedMotivate staff and ensure they are fully aware of the clients' strategic objectives and have in place their own personal objectives which are aligned to ensure successful achievement and delivery of goalsDeliver agreed standards for client service and monitor performance on a regular basisPrepare, present and evaluate any resulting new business proposalsAs the subject matter expert, ensure successful implementation of changes which improve operational practicesManage the provision of environmental development information and communicate with Client Services Directors and the Managing DirectorDeliver the targets within own functional area for revenue, utilisation, recoverability, EBITDA margin, and cash collection. Implement operational efficiencies and agree remedial or improvement actions with accountable IQ-EQActively participate in Business Development processes and initiatives, as appropriateMaintain a high level of competitor and industry awarenessMaintain existing and new client relationships and actively seek opportunities for growthAct as an authorised signatory for client mattersEnsure compliance with applicable laws, regulations, service standards, company policies and procedures and agreed operational and control processesUse your own judgement to bring to the attention of management or the relevant Board of Directors any issues which you feel appropriate, in particular ensuring that concerns and identified risks are reported in a timely and effective mannerEnsure adequate resources are allocated to supporting the Group Risk Framework for implementing new initiatives, ongoing reporting and BAU activities. Assign clear responsibilities and accountabilities for the Identification and escalation of risk issuesEnsure that risk management processes are embedded in the culture, operations and systems used by all staff members in the function, driving and exemplifying adherence to agreed policies, procedures and applicable regulation. Discharge the responsibilities as detailed 
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