Manager - Private Clients

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. 

Purpose of the Job  

To be a senior contributor in the Private Clients team, supporting the Private Client Director to lead and manage the Private Clients team to be an effective, efficient and profitable part of Ocorian. 

The candidate will be responsible for the client administrative delivery, operations and service standards of their area whilst creating strong profitable relationships with clients. It is important to have a wide and detailed knowledge and understanding of trust administration, including Anti Money Laundering, Compliance and relevant legislation. 

The position requires the postholder to work autonomously whenever necessary and to motivate and promote a culture of teamwork through excellent leadership and mentoring. 

Main Responsibilities 

• To deal with the day-to-day administration of a varied and complex portfolio of trust and company structures, and to maintain a wide knowledge and understanding of company and trust administration generally, to include money laundering, compliance and relevant legislation. 
• Work closely with Head of Private Clients and Business Development Director with the on-boarding of new business within the Group.  
• To ensure tasks are completed to the highest possible standards, within the agreed timescales and that the objectives of the Group are fulfilled. 
• To ensure the entity maintains financial records 
• To nurture, develop and grow the trust officers and senior trust officers in the team 
• To consider the views, development and strengths of all team members prior to decision-making.  
• To develop close working relationships with relevant clients and contacts and to strengthen key relationships through regular contact.  To seek to provide innovative and practical answers to client queries, being alert to both commercial concerns and technical accuracy. To ensure absolute compliance with KYC procedures in order to maintain knowledge of the client business. 
• To ensure billing and debt collection is carried out effectively and in a timely manner.   
• To be alert to new business opportunities and to maintain a broad general knowledge of issues affecting the offshore industry, and be able to apply this knowledge in developing new and existing business. 
• To attend marketing events and seminars organised by intermediaries, whenever appropriate and possible. 
• To support Ocorian’s strategy, demonstrating the ability to generate innovative operational ideas and constructively challenge the status quo. 
• And any other such duties that might be reasonably required for this role. 

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• Relevant professional qualification (ACCA, ICSA or STEP preferred) together with a minimum of Five years relevant experience in the trust industry at management level. 
• An enhanced level of technical knowledge to include more complex areas of trust & corporate products, investments, accounting and tax law, legislation and regulation. This includes Discretionary trust, Reserved Power Trust, Revocable/Irrevocable Trust, Private Trust Company (PTC), Employee Benefit Trust (EBT)/Employee Share Option Trust (ESOP) etc. 
• Excellent organisational and client management skills, together with full knowledge of current company and trust legislation, and the local regulatory environment.  This includes a high level of awareness of risk factors and compliance procedures.  
• Professional manner with the ability to relate to persons at all levels, and to identify client's needs, responding to these quickly and effectively. 
• Excellent people management skills to include high level of integrity, excellent written and oral communication skills, and the ability to multi-task. 
• Good time management skills, together with a thorough understanding of client files. In addition the post holder should have a strong appreciation of the importance of financial markets issues. 
• Good interpersonal skills, with flexibility to attend after-hours functions where relevant. 
• Thorough knowledge and understanding of Ocorian’s strategy, procedures and policies, compliance and technical issues to enable you to act as role model for peer group and junior staff. 
• Excellent communication skills in English, Cantonese and Mandarin. 

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.