Private Client Director

• Competitive salary
• We are globally hybrid (please check the specifics for this role during interview process)
• Flexible working hours
• Private Pension Plan fully paid by the company after probation
• Private medical insurance with Catastrophe cover fully paid by the company
• Employee recognition program and spot bonuses

• To manage the day-to-day administration tasks of the local Private Client team, helping to guide, motivate and ensure that the daily workloads are appropriately delegated, completed professionally and in a timely manner and without risk to Ocorian and its clients.
• Responsibility over a varied portfolio of structures, and to maintain a wide knowledge and understanding of trust and corporate administration in general, including AML, compliance and relevant legislation.
• To ensure compliance with Group procedures in order to maintain knowledge of the client business and to ensure operational workloads are being managed effectively to minimise risk to the Group.
• Appointment as a Resident Manager for the regulated Singapore entity.
• Appointment as a Director on a small number of client companies and to serve as a bank signatory for the company and/or clients.
• Providing technical guidance, training, career development with the view to maximise staff potential.

• Work closely with the Regional Private Client Head and Business Development team with the on-boarding of new business to the Group, including assisting with the drafting of proposals and attending pitches and events where required.
• 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.

• To ensure prompt billing and cash collection are carried out effectively and in a timely manner. To ensure financial targets (including utilisation) for the Group are met.
• 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.
• 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.
• Assist the senior management team by advising them on operational matters that fall within the Group and reporting preparation.
• Working with the Regional Head to support Ocorian’s strategy, demonstrating the ability to generate innovative and strategic ideas that challenge the status quo.
• Any other such duties that would be reasonably required for this role.

• 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 (Section 13O&U), Foundations, Employee Benefit Trust (EBT)/Employee Share Option Trust (ESOP) etc.
• Relevant professional qualification (ACCA, ICSA or STEP preferred) together with a minimum of eight years relevant experience in the trust industry at management level.
• 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.
• Experience in delivering in-house training and seminars on technical trust matters preferred.
• 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 is desirable

• 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.

Ocorian