Client Director - Private Client

Company Description

Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance

We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices.

With a curious mindset, we ask the right questions to get to the right solution, faster. We collaborate to win together, sharing successes and shaping the future of our global business. Our culture of support and recognition provides the tools and opportunities for you to grow, while unlocking the most value for our clients and making your mark with Ocorian.

Expertise: We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise.

Trust: We're a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients.

Scale: With more than 1,500 colleagues, we operate across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines.

Job Description

Purpose of the Job

To take responsibility for the management and development of a portfolio of clients/structures in Private Client Service Line.

To work with the management team of Ocorian to develop and implement business strategies to support the growth and expansion of Ocorian.

Main Responsibilities

Entry Administration and Client Service/Relationships Responsibilities

• Be a member of the delegated committees of the Boards of one or more of the subsidiaries of Ocorian relevant to the client business line (i.e. Private Client, EBT, International Finance or Fund Administration).
• Responsible for supervision of all aspects of administration and service for the entities administered within that team (with other PCD's where appropriate).
• Ensure that all administration, risk, compliance and client service matters are attended to in accordance with Ocorian's Policy and Procedure manual in force at any given time.
• Attendance at meetings with clients and/or their advisers and the development of relationships with them.
• Attendance to correspondence and telephone contact with clients, and/or their advisers and third parties on all matters in a timely and efficient manner.
• Responsible for reporting to clients and/or their advisers or to third parties as agreed.
• Responsible for the administration of trusts, companies, partnerships (and other legal entities as appropriate (entities") and consulting with executive Directors where appropriate on technical or legal matters.
• Ensure that the team implements and adheres to Ocorian's Policy and Procedure manual in force from time to time.
• Ensure that the team implements and adheres to the terms of the relevant entity documentation for the cases handled by that team.
• Responsible for supervising the efficient day to day management of affairs in accordance with the terms of the appointment including the maintenance of all relevant entity records for the cases held.
• Keep abreast of all developments in the relevant area of expertise/business line.
• Assist the managers with the smooth operation and administration of the business line as a whole.
• Attend management meetings relevant to service line and jurisdiction.
• To act as an authorised signatory in accordance with the Ocorian's Policy & Procedures.

New Business Responsibilities

• Take an active role in sourcing and bringing new business to the relevant business line, and other business lines within Ocorian.
• Participate in identifying cross-selling opportunities for other business lines.
• Approve new business taken into Ocorian in accordance with the New Business Acceptance procedures and demonstrating good risk awareness of the new business proposed.

People Management Responsibilities

• Overall responsibility for the management and development of the staff within the team, including:
• Provide on the job training and technical guidance to the team.
• With the support and guidance of HR, take an active role in recruitment, pay reviews and disciplinary matters.
• Contribute to overall effectiveness of team and department by interaction/communication with colleagues.
• Carry out appraisals for staff for whom responsible (i.e. within the client relationship team).

Qualifications Required

As a minimum be a Table A per the Codes of Practice in the Financial Services (Guernsey) Law 1998 or equivalent in jurisdictions outside Guernsey

Knowledge/skills/experience

• Have at least 10 years' experience in Fiduciary administration/financial services environment.
• As a result of study and experience possess a good knowledge of administration and of relevant laws and regulations and have general understanding of the Guernsey and foreign tax issues in relation to entities.
• Strong IT skills.

Competencies

• Very strong technical skills in the relevant area.
• Excellent communication and interpersonal skills to ensure effective working relationships with clients and colleagues.
• Strong organisation skills and the ability to manage and prioritise effectively.
• Ability to work under pressure and meet deadlines.
• Ability to work using own initiative and make decisions within Ocorian policies.
• A proactive and solution driven attitude to problems.
• Demonstrate own attitude to risk commensurate with Ocorian policies.

Additional Information

All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful. These are:

• We are CLIENT CENTRIC - Clients are at the centre of our world, and we're committed to providing expertise and specialist solutions to meet their most complex challenges.
• We are AMBITIOUS - We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
• We are AGILE - We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.
• We are COLLABORATIVE - With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.
• We are ETHICAL - We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships.

Equal Opportunities for Everyone

Please let us know if there's anything we can do to make the process easier for you. You can reach us at [email protected] .

We're an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.