Job Description

Company Description
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 Job
To be a senior contributor in the Private Clients team, supporting the Private Client Director to lead and manage the Private Clients team to be an effective, efficient and profitable part of Ocorian.
The candidate will be responsible for the client administrative delivery, operations and service standards of their area whilst creating strong profitable relationships with clients.
To motivate and promote a culture of teamwork through excellent leadership and mentoring.
Main Responsibilities

• Support the local Head Private Clients in their overall duties, including but not limited to, overseeing the daily client administration, operational aspects, ongoing regulatory and compliance oversight, business development efforts, and motivating the team.
• To support and mentor the Private Clients team including assisting with ongoing client responsibilities, in addition to supporting with the management of the Group.
• Guide, motivate and oversee the Associates and managers to ensure excellence in client delivery, within agreed timelines whilst esteeming appropriate risk mitigation.
• Support and ensure performance targets of the Private Clients team are on track and motivating.
• To manage the day-to-day administration of the Private Client team specifically covering a varied and complex portfolio of trust structures, and to maintain a wide knowledge and understanding of trust and corporate administration generally, to include money laundering, compliance and relevant legislation.
• Acquire a thorough understanding of the structures used by clients and the reasons for so doing.
• Act as Director and/or bank account signatory for Private Clients client companies
• Act as Resident Manager for Ocorian Singapore Trust Company, if required
• Act as Data Protection Officer (DPO) for investment holding companies underlying Trust structures where appropriate.
• Foster close working relationships with other service and support lines in the local office and Group.
• To ensure absolute compliance with KYC procedures whilst maintaining knowledge of the client business and operational workloads.
• Work closely with Business Development and Subject-Matter-Experts (SMEs) with the on-boarding of new business within the Group.
• To ensure prompt billing and cash collection are carried out effectively and in a timely manner.
• Any other such duties that would be reasonably required for this role.

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Qualifications
Knowledge, Skills & Experience

• An enhanced level of technical knowledge to include more complex areas of trust services, investments, accounting and tax legislation and regulation. This includes Discretionary trust, Reserved Power Trust, Revocable/Irrevocable Trust, Private Trust Company (PTC), etc.
• Relevant professional qualification (ACCA, ICSA or STEP preferred) together with a minimum of eight years relevant experience in the trust industry.
• 3-5 years of experience in management level or managing teams.
• Excellent organisational and client management skills, together with full knowledge of current company and trust legislation, and the local regulatory environment. This includes a high level of awareness of risk factors and compliance procedures.
• Professional manner with the ability to relate to persons at all levels, and to identify client's needs, responding to these quickly and effectively.
• Excellent people management skills to include high level of integrity, excellent written and oral communication skills, and the ability to multi-task.
• Good organisational and people management skills, together with a thorough understanding of client issues within the Group.
• Self-motivation and proactive skills, coupled with good interpersonal and communication skills essential to maintain and develop strong relationships with existing and potential clients.
• Good interpersonal skills, with flexibility to attend after-hours functions where relevant.
• Thorough knowledge and understanding of Ocorian's strategy, procedures and policies, compliance and technical issues to enable you to act as role model for peer group and junior staff.
• Ability to communicate in Mandarin with Chinese-speaking clients

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 .
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.

Skills Required