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.
• 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.

Qualifications Required
Knowledge, Skills & Experience

• Educational Background: Qualified Solicitor, Accountant, or similar professional qualification with direct experience in Private Wealth management.
• 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.

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.

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