Head of Private Clients (Cayman & BVI)

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 

Responsible for the leadership of the Private Client business within Ocorian, Cayman Islands and British Virgin Islands (“BVI”) taking accountability for ensuring the global Private Client strategy is successfully executed at the local level.  Accountable for Private Client performance, ensuring profit and loss achievement in line with global targets set through the annual planning cycle for the Cayman Islands and BVI. 

Provide leadership for the Private Client team in the Cayman Islands, oversight of the Private Client portfolio in the British Virgin Islands and take responsibility for P&L, client satisfaction and client retention as well as management of client accounts in the Cayman Islands and BVI, as determined by the global Private Client strategy. This role will also evolve to cover the service offering to be developed in the United States of America. 

Main Responsibilities 

• 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. 
• Market Insight and Product Development: Stay informed about market trends and industry developments to enhance our product offerings and better meet client needs. 
• 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. 
• Internal and External Advocacy: Represent and market Ocorian with credibility, both internally and externally, to enhance our brand presence. 
• Local Office Management: Represent the Private Client Service Line on the local management team and collaborate with the other managers in the local office.  
• Strategic Leadership: Influence the strategic direction of the Private Client Service Line, ensuring effective communication of the strategy and leading its operational implementation. 
• Financial Management: Accurately budget and forecast, managing the P&L effectively and taking corrective actions as needed to address financial gaps. 
• Cross-Selling Initiatives: Identify and pursue business opportunities beyond your immediate area to support growth across other service lines. 
• Long-term Planning: 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. 
• Transformational Leadership: Drive transformation initiatives, engaging and motivating your team through effective leadership. 
• Team Development: Lead and develop 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. 

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Knowledge, Skills & Experience 

• 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 the Cayman Islands and BVI. 
• 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.