Simona Watkis
Head of Private Client - Cayman
About
With an MBA in Business Administration and Management and a bachelor's degree in Finance and Marketing, Simona brings over a decade of experience in the wealth management sector. Her career has been dedicated to delivering innovative financial solutions, driving accelerated growth strategies, and building lasting client relationships.
As Head of Private Clients at Ocorian, Simona will be focused on expanding our regional presence and contributing to Ocorian’s global growth journey. her expertise lies in designing and implementing bespoke, sustainable wealth management strategies that meet the diverse needs of high-net-worth individuals, family offices, and institutional clients.
Throughout Simona's career, she has managed and inspired diverse teams spanning multiple cultural backgrounds, fostering collaboration and inclusivity to achieve extraordinary results. She believes in bold leadership—making decisive, impactful choices that empower teams and drive transformation while staying true to core values. Her certifications in high performance, servant leadership, and execution from McKinsey & Company and micro/ continuous learning from LinkedIn reflect Simona's dedication to continuous improvement and leadership excellence.