Associate Director - 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.

Purpose of the role 

To take responsibility for the management and development of a portfolio of clients/structures in Private Client Service Line.  To work with the management team of Ocorian to develop and implement business strategies to support the growth and expansion of Ocorian. 

Main Responsibilities 

Leadership, People and Development 

• Long-term Planning: Working with the Head of Private Client Bermuda to strategically plan for the future, considering both internal and external market trends to ensure sustained growth 
• Stakeholder Engagement: Negotiate and influence stakeholders through exceptional communication skills, adapting your style to meet the needs of diverse audiences. 
• Team Development: Support in the development of a high-performing team, ensuring accountability for deliverables and fostering positive employee relations. 
• Succession Planning: Identify future staffing needs and provide coaching and mentoring to build a strong talent pipeline within the Private Client team. 
• Continuous Personal Development: Complete all mandatory training and continuously seek personal development through training, conferences or knowledge sharing. 

Business Development 

• Internal and External Advocacy: Represent and market Ocorian with credibility, both internally and externally, to enhance our brand presence. 
• Market Insight and Product Development: Stay informed about market trends and industry developments to enhance our product offerings and better meet client needs. 
• To develop close working relationships with new and existing clients and intermediaries with a view to strengthen these relationships through regular contact and expanding services provided by developing a thorough understanding of the structures used by clients and the reasons for so doing. 
• Assist with the development of a network of prospective and key intermediaries to refer clients, whilst also helping to identify areas of improvement and growth of our services. 
• Data-Driven Decision Making: Utilize data analytics to identify our competitive advantages and inform strategies for upselling and cross-selling opportunities within our service lines. 
• Cross-selling Initiatives: Identify and pursue business opportunities beyond your immediate areas to support growth across other service lines. 

Operational 

• To ensure prompt billing and cash collection are carried out effectively and in a timely manner 
• Liaise closely with the support functions as well as other Service Lines, on operational aspects of the Group, as needed. 
• To assist with the continual development of local policies and procedures and make recommendations for improvement as well as to assist in the implementation of such.  
• To support Management and the Head of Private Client Bermuda in other operational matters that may be required 

Clients 

• Client Relationship Management: Build and nurture long-term relationships with clients, positioning Ocorian as a trusted solution provider for their private wealth needs. 
• Service Excellence: Ensure the delivery of high-quality client service that exceeds expectations and fosters loyalty. 

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• Educational Background: Qualified Solicitor, Accountant, STEP or similar professional qualification with minimum of 10 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), Family Office Structuring and tax incentives, Foundations, Employee Benefit Trust (EBT)/Employee Share Option Trust (ESOP) etc. This will include being familiar with the regulations and the applicable laws in Bermuda. 
• Leadership Skills: Proven ability to lead and inspire teams, instilling trust and confidence while delivering high-quality service. 
• Corporate Governance: Strong experience in corporate governance with the ability to engage at the board level. 
• Business Development Acumen: Demonstrated success in business development and marketing, with the ability to communicate effectively with high-net-worth individuals and their advisors. 
• Communication Skills: Excellent written and verbal communication skills, with experience in public speaking at conferences and seminars. 
• Staff Development Focus: A strong commitment to mentoring and developing talent at all levels within the organization. 
• Commercial Insight: Strong commercial acumen and a practical, results-oriented approach to problem-solving. 
• Regulatory Knowledge: Thorough understanding of AML and CFT laws and regulations, as well as the fiduciary and investor protection legal frameworks. 
• Industry Expertise: In-depth knowledge of the Private Client landscape and its dynamics. 

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.

information will be kept confidential according to EEO guidelines.