Senior Manager (Private Clients)

What’s In It For You

• Competitive salary
• Hybrid Working
• Flexible working hours
• Annual Salary Reviews
• Pension 
• Private medical insurance
• Dental plan
• Life assurance
• Income protection & Critical illness

Responsibilities: 

• Acting as the senior lead for a diverse portfolio of clients, demonstrating strong commerciality and excellent relationship management skills in order to meet and exceed financial targets.
• Proactively meeting clients to build long term relationships, building trust and rapport through empathy and professionalism and reducing client churn.  
• Acting as the escalation point for technical guidance and complex service/sales issues.  
• Driving operational excellence through coaching team members to deliver a client-centric service, ensuring data accuracy and completeness.
• Monitoring the deployment of adequate controls to ensure compliance and regulatory requirements are met to manage risk exposure;  identifying process efficiencies and continuous improvements.
• Developing skills to act in a fiduciary capacity as director on client boards, in line with all statutory requirements.
• Proactively participating in projects demonstrating the ability to generate innovative operational ideas and to constructively challenge the status quo
• Developing skills to act in a fiduciary capacity as director on client boards.
• Driving profitability and instilling a strong culture of financial management best practice including monitoring the preparation of fee proposals, resourcing, time recording, invoicing, collections and cost management.
• Proactively reviewing the profitability of each entity and participating in agreed and needed remedial action

Qualifications

• Minimum of 3+ years trust and company administration/relevant experience.
• Suitable management experience.  
• Desirable: A professional/relevant qualification to Professional Level (e.g. ICSA/STEP/CGI).   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.

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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.