Commercial Director Private Client

Ocorians Private Client BD team builds and manages relationships with HNW UNW individuals and Family Offices as well as intermediaries and other third parties. All BD activity aligns with Ocorians objectives values and policies and is compliant with external regulatory requirements.

The Private Client Sales Director  (APAC) is a senior strategic position responsible for generating new business and revenue across the UK (and European) market working closely with the Service Line Head client facing teams and the broader Ocorian sales team. The roles core objective is to identify develop and implement business development initiatives and campaigns to introduce new clients to Ocorian and cross/up sell to our current client base.

The successful candidate will be based in Singapore or HK is a selfstarter with a mature and established intermediary network as well as direct client relationships with potential new business opportunities. 

Main responsibilities

BD activity

• Identify and target attractive Private Client market and client segments in Private Clients buying hubs focusing on longterm client relationships and profitable revenue generation
• Develop and implement crosssell initiatives across all Ocorian service lines to drive new sales from existing clients and increase revenue within the Private Client base
• Develop and manage Private Client intermediary and third party service provider relationships to increase referrals
• Advise on strategic initiatives including product development and acquisitions as required

BD targets and pipeline management

•  Achieve and exceed personal BD targets
•  Manage opportunities from inception through the sales cycle to onboarding and wonlive
• Maintain BD pipeline information call reports proposal templates service / fee proposals and related financial analysis
• Ensure that the Salesforce CRM system is updated with all contact and activity data

Market profile

• Build Ocorians market position to generate quality sales leads via:
• Attendance and participation at industry events and Ocorian hosted events
• Thought leadership articles press releases client newsletters etc

Qualifications :

Knowledge Skills & Experience

• Educated to degree level with a relevant professional qualification
• At least five years proven business development experience in professional services with a minimum of three years in a Private Client based role
• Proven experience developing relationships at Managing Directors/senior management levels
• An understanding of the onshore and offshore administration market and services is preferred
• Highly computer literate (with knowledge of Word Excel and PowerPoint)
• Effective time management and organisational skills
• Experience of working with CRM systems ideally Salesforce
• Excellent interpersonal and communication skills

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 were 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 theres anything we can do to make the process easier for you. You can reach us at .

Were 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.