Client Director (Private Clients)

• Acting as Director on the boards of client companies and/or Ocorian's corporate directors and/or Ocorian's corporate trustees.
• Driving operational excellence through coaching team members to deliver a client-centric service, coaching others in the requirements for data accuracy and completeness.
• Monitoring the deployment of adequate controls to ensure compliance and regulatory requirements are met to manage risk exposure, designing and implementing processes to deliver compliance services in an efficient and profitable way. 
• Being a key and active participant of management forums such as the Commercial Committee and Risk and Audit Committees.
• Proactively participating in projects demonstrating the ability to generate innovative operational ideas and to constructively challenge the status quo.
• For those holding directorships on Ocorian regulated entities:
  • Acting as a director on the boards of the Ocorian regulated/licenced entities.
  • Demonstrating the necessary knowledge to understand the responsibilities in relation to the licence holder in the jurisdiction
  • Acting with skill care and diligence, appropriately and independently in the best interests of the licence holder
  • Maintaining up-to-date and accurate information concerning the licence holder's business, governance and financial position
  • Demonstrating relevant experience in respect of their responsibilities. Able to allocate sufficient time to the licence holder to discharge their responsibilities effectively.

Qualifications

Roles at this level require: Likely to have 15+ years trust and company administration/relevant experience. Suitable management experience.  A professional/relevant qualification to Professional Level (e.g. ICSA/STEP).   Possess a comprehensive understanding and strong technical knowledge of Trust Administration, Company Law and the tax implications of various structures.   Meets the required standard as set by the local regulator.

Role-specific skills:

• Digital Literacy - demonstrates advanced proficiency in leveraging digital tools, technologies, and platforms to enhance operational efficiency, data management, communication strategies, and client interactions within the private client service line. This includes expertise in data analysis, digital marketing, CRM systems, cybersecurity best practices, and utilizing technology to drive innovation and agility in client service delivery.
• Project Management - able to lead complex projects, overseeing cross-functional initiatives, and ensuring the successful execution of strategic initiatives to drive operational excellence and achieve key business objectives within the private client service line.
• Risk Management - able to identify, assess, and mitigate risks related to regulatory compliance, financial operations, client relationships, and other critical areas to safeguard the business area's reputation and financial stability.
• Financial Reporting - able to interpret financial statements and reports to provide clients with insights into their financial situation and help them make informed decisions.
• Taxation Expertise - demonstrates  a strong understanding of tax laws and regulations to provide strategic tax planning and compliance services to high-net-worth individuals and families.
• Wealth Management Skills - understands investment strategies, asset allocation, risk management, and financial planning for advising clients on managing their wealth effectively.
• Leadership Skills - demonstrates strong leadership qualities to inspire and guide teams, set a strategic vision, and drive the overall success of the Private Client service line.
• Thought Leadership - provides innovative insights, strategic direction, and industry expertise to drive thought leadership initiatives, stay ahead of market trends, and position the business area as a leader in the private client service sector.
• Client Relationship Management - possesses excellent interpersonal skills to build and maintain strong relationships with high-net-worth clients and understand their unique needs and preferences.
• Problem-Solving Skills - adept at analysing complex financial situations, identifying issues, and developing innovative solutions to meet clients' needs.
• Change Management Skills – uses change management techniques to drive initiatives to improve efficiency, client service delivery and business results.
• Influencing Skills - directs and influences others using well-developed communication and influencing skills.

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 careers@ocorian.com.

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.