Manager - Private Client

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.

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: 

• Driving operational excellence in the delivery of client services.
  Monitoring data accuracy and completeness and conducting data reviews as required.  
• Ensuring service is delivered to client satisfaction within compliance and regulatory requirements, balancing regulatory compliance with client needs.
• Developing knowledge of risk management practices.
• Assisting with oversight of the operational requirements of the local Private Client team. 
• Growing commerciality skills and business acumen to take on greater responsibility. 

• Maintaining and growing a portfolio of clients, building client relationships that deliver a strong understanding of client requirements, the nature and rationale of client activities and transactions.
• Leading communications with clients at all levels knowledgeably and professionally. 
• Identifying and proposing new opportunities to sell Ocorian services through growing commercial and business acumen.
• Developing your ability to work independently, with larger/more complex clients, flexing your style to achieve great outcomes.
• Building your internal and external network and collaborating with others
• Managing and motivating a team, empowering them to deliver high calibre work in line with client expectations.
• Tracking and monitoring work allocated to the team, ensuring work is delegated to team members commensurate with their abilities and identifying any knowledge gaps and training requirements.
• Reviewing the quality of the team’s work and providing feedback on performance, growing their skills through coaching and training enabling them to work more independently and take on more complex work.
• Actively participating in all people activities such as recruitment, performance appraisals and performance management, conducting meaningful performance appraisals for all team members.
• Developing a deeper understanding of how to support others to succeed and progress.
• Driving profitability and implementing procedures for appropriate financial management, including the preparation of fee proposals, resourcing, time recording, invoicing, collections and cost management.
• Ensuring billing and cash collection is actioned in a timely matter and fee disputes are remedied swiftly.
• Developing the Ocorian business by meeting or exceeding targets and contributing to strategic initiatives.

• 5+ years' experience in Trust and Company administration.  
• Qualified to professional level or equivalent such as STEP/CGI.  
• Meets the required standard as set by the local regulator.

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