Manager - Private Clients

Whats In It For You

• Competitive salary
• Hybrid Working
• Flexible working hours
• Annual Salary Reviews
• Pension 
• Private medical insurance
• Dental plan
• Life assurance
• Income protection & Critical illness

Responsibilities: 

• Driving operational excellence in the delivery of client services.
• Monitoring data accuracy and completeness and conducting data reviews as required.  
• Ensuring service is delivered to client satisfaction within compliance and regulatory requirements balancing regulatory compliance with client needs.
• Developing knowledge of risk management practices.
• Assisting with oversight of the operational requirements of the local Private Client team. 
• Growing commerciality skills and business acumen to take on greater responsibility. 
• Maintaining and growing a portfolio of clients building client relationships that deliver a strong understanding of client requirements the nature and rationale of client activities and transactions.
• Leading communications with clients at all levels knowledgeably and professionally. 
• Identifying and proposing new opportunities to sell Ocorian services through growing commercial and business acumen.
• Developing your ability to work independently with larger/more complex clients flexing your style to achieve great outcomes.
• Building your internal and external network and collaborating with others
• Managing and motivating a team empowering them to deliver high calibre work in line with client expectations.
• Tracking and monitoring work allocated to the team ensuring work is delegated to team members commensurate with their abilities and identifying any knowledge gaps and training requirements.
• Reviewing the quality of the teams work and providing feedback on performance growing their skills through coaching and training enabling them to work more independently and take on more complex work.
• Actively participating in all people activities such as recruitment performance appraisals and performance management conducting meaningful performance appraisals for all team members.
• Developing a deeper understanding of how to support others to succeed and progress.
• Driving profitability and implementing procedures for appropriate financial management including the preparation of fee proposals resourcing time recording invoicing collections and cost management.
• Ensuring billing and cash collection is actioned in a timely matter and fee disputes are remedied swiftly.
• Developing the Ocorian business by meeting or exceeding targets and contributing to strategic initiatives.

#LIJM1
#LIHybrid

Qualifications :

• 5 years experience in Trust and Company administration.  
• Qualified to professional level or equivalent such as STEP/CGI.  
• Meets the required standard as set by the local regulator.

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.