Head of Private Client

3 weeks ago

Georgetown, United States Ocorian Full time

Company Description

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.

Job Description

Purpose of the role

Reporting to Global Head of Private Client - 

Responsible for the leadership of the Private Clients business within Ocorian, Cayman taking accountability for ensuring the global Private Client strategy is successfully executed at the local level. Accountable for local Private Client performance, ensuring profit and loss achievement in line with global targets set through the annual planning cycle.  Provide leadership for the Private Client teams in Cayman and take responsibility for local P&L, client satisfaction and client retention as well as management of selected client accounts, as determined by the global Private Client strategy.

Main Responsibilities

Build and nurture long term client relationships as a trusted solution provider Ensure high quality of client service Understand market and industry trends to enhance our product offering Understand client needs and Ocorian competitive advantage using data analytics Identify strong upsell/cross sell opportunities using industry knowledge and awareness of broader Ocorian offering Market Ocorian internally and externally with credibility and personal presence Influence the strategic direction of Private Clients Service Line Cascade strategy and lead in its operational implementation Budget/forecast with accuracy & “manage the P&L”. Take appropriate corrective action to mitigate financial gaps Identify business opportunities beyond own business area to support cross-selling activity and growth of other service lines Plan for the medium and long-term. Taking into consideration internal and external market trends Negotiate and influence stakeholders using highly developed communication skills with significant discretion in terms of what and how is said Adjust their style and messaging according to audience needs to achieve desired outcomes. Use empathy to understand the agenda and emotions of the audience and respond to these when delivering positive and challenging messages Drive transformation bringing people with them Lead a team with multiple management layers or a sizeable team of highly qualified professionals. Demonstrate accountability for own deliverables and those of their teams Deliver expected output through people - plan and delegate work, recruit, performance manage, enable positive employee relations, coach and develop their team Transform the capability of the Private Client, Cayman team Forecast and plan for future people needs using internal and external insights Provide coaching and mentoring to build strong succession pipeline and group talent pool

Qualifications

Knowledge, Skills and Experience - 

Qualified Solicitor, Accountant or other relatable occupation with direct Private Wealth experience. Ability to provide strong leadership and demonstrate core values inspiring confidence and trust and motivating teams to produce quality service. Strong corporate governance experience and demonstrable ability to operate at board level. Proven business development and marketing experience including an ability to communicate effectively with and gain the trust of high-net-worth individuals and their advisers, develop, and implement marketing initiatives and generate new business. Excellent written and verbal communication skills, including experience of public speaking at conferences and seminars. Strong interest in staff development and mentoring at all levels. Strong commercial acumen. A practical and pragmatic approach to problem solving including the practical application of legal knowledge to client matters, including understanding regional differences across the multi-jurisdictional service line. Strong knowledge of AML and CFT laws and regulations. In depth knowledge and understanding of the Fiduciary and Protection of Investor legal and regulatory framework and principles of operating in this environment. A deep knowledge of the Private Client world and related 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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