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Private Clients Director

4 months ago

United Kingdom Ocorian group Full time

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.
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 withOcorian.
Expertise: We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise.
The role entails having primary client responsibility for a portfolio of ultra-high net worth individuals and families, supported by a team of trust officers and client accountants, liaising with advisers as necessary.
The role holder will have experience of complex contentious and non-contentious trust matters with a solid understanding of investment matters and trustee risk.
The role will also have a marketing and business development element. Providing in-house legal expertise on complex contentious and non- contentious trust matters, investment matters, complex structures, estate planning with trusts and complex family succession issues including delivery of internal training as required.
writing proposals and participation in pitches;
writing marketing collateral, articles and thought-leadership; General Management (13%)
Contribution to management matters or specific projects as required.
LI-Hybrid
Qualified solicitor/ICSA/ACCA with at least 10 years PQE.
Expertise in private client and trust law issues, estate and succession planning, contentious and non contentious trusts, investment as it impacts trustees, English and Guernsey trust laws, succession law.
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.
Experience of delivering in-house training and seminars on technical trust matters.
A practical and pragmatic approach to problem solving including the practical application of legal knowledge to client matters.
We are AGILE – We act on our initiative to get things done for our clients.