Associate Director - Private Client

Purpose of the role 

To take responsibility for the management and development of a portfolio of clients/structures in Private Client Service Line.  To work with the management team of Ocorian to develop and implement business strategies to support the growth and expansion of Ocorian. 

Main Responsibilities 

Leadership, People and Development 

• Long-term Planning: Working with the Head of Private Client Bermuda to 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. 
• Team Development: Support in the development of 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. 
• Continuous Personal Development: Complete all mandatory training and continuously seek personal development through training, conferences or knowledge sharing. 

Business Development 

• Internal and External Advocacy: Represent and market Ocorian with credibility, both internally and externally, to enhance our brand presence. 
• Market Insight and Product Development: Stay informed about market trends and industry developments to enhance our product offerings and better meet client needs. 
• 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. 
• 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. 
• 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. 
• Cross-selling Initiatives: Identify and pursue business opportunities beyond your immediate areas to support growth across other service lines. 

Operational 

• To ensure prompt billing and cash collection are carried out effectively and in a timely manner 
• 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.  
• To support Management and the Head of Private Client Bermuda in other operational matters that may be required 

Clients 

• 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. 

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