Associate Director - Private Client

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

This is an exciting opportunity to lead a portfolio of high-value private client structures while playing a key role in the continued growth of Ocorian's Private Client business in Bermuda. Working closely with the Head of Private Client Bermuda, you will build and strengthen trusted client relationships, drive business development initiatives, and lead a high-performing team to deliver exceptional service. Your contribution will directly influence client satisfaction, business growth, and the ongoing success of the Private Client Service Line.

Main Responsibilities

• Manage a portfolio of complex private client structures, ensuring exceptional service delivery and long-term client satisfaction.
• Lead, coach and develop team members, creating a high-performance culture focused on accountability, collaboration and continuous improvement.
• Support workforce and succession planning, identifying future talent needs and developing internal capability through mentoring and coaching.
• Build and maintain strong relationships with clients, intermediaries and key stakeholders, identifying opportunities to deepen relationships and expand services.
• Represent Ocorian externally, strengthening market presence and helping drive new business opportunities across the wider organisation.
• Monitor market trends, client needs and competitor activity to support strategic growth and enhance service offerings.
• Identify and pursue cross-selling and business development opportunities through strong commercial awareness and client insight.
• Work closely with internal service lines and support functions to ensure operational excellence and effective delivery of client solutions.
• Oversee financial management activities including timely billing, cash collection and overall portfolio profitability.
• Support the development and implementation of policies, procedures and operational improvements that enhance efficiency, governance and client outcomes.

#LI-JM1 #LI-Hybrid

Qualifications

• Qualified Solicitor, Accountant, STEP professional or equivalent relevant professional qualification.
• Minimum of 10 years' experience within the trust and fiduciary industry, including significant management-level responsibility.
• Demonstrated experience leading teams, developing talent and delivering strong business and client outcomes.
• Proven success in business development, client relationship management and working with high-net-worth individuals and their advisers.
• Experience representing organisations at industry events, conferences or professional seminars, and serving on boards or working closely with board-level stakeholders are both desirable.

Knowledge, Skills and Experience

• Extensive technical knowledge of trust, fiduciary and corporate structures, including discretionary trusts, reserved powers trusts, revocable and irrevocable trusts, private trust companies, foundations, family office structures, EBTs and ESOPs.
• Strong understanding of investments, accounting, tax, legislation and regulatory requirements relevant to private client services in Bermuda.
• Thorough knowledge of AML, CFT, fiduciary and investor protection regulatory frameworks.
• Strong corporate governance experience with the ability to engage confidently with senior stakeholders and boards.
• Excellent written and verbal communication skills with the ability to influence, negotiate and build trusted relationships across diverse audiences.
• Strong commercial acumen with a practical, solutions-focused approach and the ability to identify opportunities for growth.
• Ability to use data, market insight and business intelligence to support decision-making and business development strategies.
• Established network of professional intermediaries and referral sources within the private wealth and  supporting strategic business planning and growth initiatives within a fiduciary or private client business are both desirable.

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.

Equal Opportunities for Everyone

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.

information will be kept confidential according to EEO guidelines.

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