Private Client Director

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. 

What’s In It For You 

• 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

Purpose of the role

To lead and manage the Private Clients team in Singapore to be an effective, efficient and profitable part of Ocorian. Working closely with the Regional Head of Private Clients and Business Development Director, the Director will be responsible for the operations and service standards of their area whilst creating strong profitable relationships with clients. To successfully manage and motivate his or her team, promoting a culture of teamwork through excellent leadership.

Main Responsibilities

Clients

• 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.

Business Development

• 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.

Operational

• 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.

#LI-AM1

#LI-Hybrid

Knowledge, Skills & Experience

• 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

Our Values

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.

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.