Client Director

Asset Manager Service | Issuer Services | Private Wealth & Corporate

Ocorian helps asset managers, private wealth, corporates, and issuer clients handle operational and regulatory complexity at scale, giving them the freedom to focus on what they do best.

Whether they’re raising capital, expanding into new markets, acquiring a business, preparing for an exit or protecting wealth, we’re behind every move our clients make, creating capacity and removing burden so they can focus on growth, opportunity and performance. 

With over 50 years’ of expertise, 20 locations and 2,000 expert colleagues, clients know they can rely on us when their challenges are complex, time-critical and consequential.

To find out more about Ocorian and our services, including regulatory information, visit ocorian.com 

Purpose of the Job
As a Client Director, you will lead an assigned corporate portfolio, with overall accountability for client relationships, team development, revenue growth, service delivery, risk management, regulatory compliance and fiduciary governance. The role requires strong leadership, specialist expertise and ownership of portfolio performance.

Main Responsibilities

• Own and develop senior client relationships, maintaining a strong understanding of client structures, objectives, commercial position and evolving needs. 
• Protect and grow portfolio revenue through client retention, organic growth, cross-selling and the conversion of new business opportunities.
• Manage portfolio commercial performance, including pricing, fee reviews, billing, recovery of out-of-scope work and under performing relationships.
• Lead the delivery of high-quality client service, setting clear priorities and standards for colleagues and ensuring commitments are met consistently. • Proactively identify and resolve operational challenges, leading significant client escalations, complaints and service recovery where required.
• Provide first-line oversight of portfolio risk and compliance, working with the team to ensure KYC, CDD, client reviews, regulatory filings and remediation activities are completed accurately and on time.
• Identify, manage and escalate material risks, incidents, breaches and control issues, maintaining appropriate oversight of higher-risk relationships and client activity

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Knowledge, skills and experience

• At least 10 years’ relevant financial services experience, including leadership responsibility in a corporate, trust or fiduciary environment.
• A strong people leader who can set direction, build capability, create accountability and lead effectively through change.
• Experience managing complex, high-value portfolios, with deep technical experience in either Private Wealth structures, including trusts and other fiduciary arrangements, or Corporate structures, including companies and insurance-related entities.
• Board experience and a strong understanding of directorship services, Bermuda corporate governance and fiduciary responsibilities.
• Commercial instinct and evidence of success in revenue management, pricing, business development and converting appropriate opportunities.
• Strong transaction management, document review, negotiation, onboarding and decision-making skills.
• Sound knowledge of relevant Bermuda law and regulation, including Economic Substance requirements where applicable.
• Proven ownership of first-line risk, remediation and higher-risk relationships.
• Confidence working across disciplines, service lines and jurisdictions; relevant insurance experience is an advantage

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.