Head of Private Client

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 withOcorian.

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.

Ocorian Update

Ken Wrigley agreed to take on the role of Head of Private Client – Guernsey for Ocorian on an interim basis to allow Ocorian the time required to build the next generation of leaders in this area. As part of this transition, we are now accepting applications for our permanent Head of Private Client – Guernsey position.

Purpose of the Job

Responsible for the leadership of a Service Line in jurisdiction, accountable for ensuring the global Service Line strategy is successfully executed at the local level. Accountable for local Service Line performance, ensuring profit and loss achievement in line with global targets set through the annual planning cycle.

Lead client teams in their jurisdiction, and responsible for local P&L, client satisfaction and client retention and management of selected client accounts, as determined by global Service Line strategy.

Main Responsibilities

Client Responsibilities

Acting as primary client director for a small portfolio of fiduciary clients.

Ensuring that a first class service is provided to clients. This includes ensuring that the role holder has an intimate knowledge of their affairs and can ensure that:

• Administration is carried out in a timely and efficient manner; and
• All bills are issued and debts are collected promptly.

Business Development

Lead responsibility for driving business development initiative to support revenue growth including:

• maintenance and development of referrer relationships, generation of new business opportunities;
• writing proposals and participation in pitches;
• writing marketing collateral, articles and thought-leadership; and
• attendance and participating in key conferences and events.

Compliance and Risk

• Shared responsibility for risk identification and management through active participation on the risk and compliance committee.

General Management

• Providing executive leadership across the Service line and Licensee, inspiring and motivating the staff team.
• Oversee all aspects of the day to day operations of the Service Line, ensuring operations are properly controlled and all relevant reporting is in place.
• Establish, maintain and monitor key performance indicators for the Service Line.
• Contribution to management matters or specific projects as required.
• Attendance at board and committee and forum meetings as appropriate.
• Member of Risk and Compliance Committee
• Undertaking an ambassadorial role for the company in the active participation in industry roles representing TCI.

Strategy and Execution

• Act as senior leader for the Service Line in country, supporting the strategic direction and priorities set by the Service Line globally to deliver towards their P&L target.
• Incorporate local market insight and analysis in overall Service Line strategy and plans, allowing for market nuance where appropriate.
• Set, monitor and drive key business development activity within the jurisdiction for existing clients & new business opportunities.
• Own the day-to-day client relationship for the Service Line within the jurisdiction.
• Support local integration of bolt-on acquisitions and new services as dictated by global strategy.
• Own and manage compliance and risk for the Service Line within jurisdiction.
• Proactively plan, advise and drive the implementation of change to optimise Service Line performance based on global strategy.

Commercial

• Partner with Sales and Marketing team to drive revenue within the jurisdiction.
• Support the deployment of pricing policy within the jurisdiction.

Regulatory

• Perform financial and non-financial reporting for regulatory and compliance purposes.
• Take jurisdictional responsibilities under the supervision of the TCI Chairman and Ocorian Country Head of Fiduciary Licensee matters and interaction with Regulator.

People

• Act as overall people manager in the Service Line within jurisdiction ensuring the appropriate development of local talent and capabilities, supporting in performance management and career progression.
• Reinforce the culture in line with the Ocorian values, embodying these values and driving the cultural agenda.

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Knowledge, Skills & Experience

• Qualified Solicitor, Accountant or other relatable occupation.
• 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.
• A practical and pragmatic approach to problem solving including the practical application of legal knowledge to client matters.
• 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.

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, buildingtrust through responsible actions and honest relationships.