Private Client Director

1 month 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.

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.

Job Description

Purpose of the Job

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. The role holder will maintain and develop relationships with introducers of work and have a shared responsibility for growing the firm’s client base.

Main Responsibilities

Client Director duties will include but are not limited to:

Client Responsibilities (55 %)

  • Acting as primary client director for a portfolio of fiduciary clients and acting as second director on a defined set of 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.
  • 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.

Business Development (25 %)

Shared responsibility for business development including:

  • Contribution to the overall development of the business through active participation in the Business Development Committee;
  • 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

General Management (13%)

  • Contribution to management matters or specific projects as required.
  • Attendance at board and committee and forum meetings as appropriate.

Board and committee memberships (5%)

  • Member of the monthly business development meeting.

#LI-AM1

#LI-Hybrid

Qualifications

Knowledge, Skills and Experience

  • 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.
  • Knowledge of family law matters such as they affect trusts.
  • 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.
  • Experience of delivering in-house training and seminars on technical trust matters.
  • 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.
  • The ability to use initiative and work independently
  • Enthusiasm, reliability and flexibility
  • Willingness to get involved and work as part of the team
  • The ability to remain calm when under pressure and to meet deadlines
  • Accuracy and an eye for detail
  • The ability to time manage effectively and to prioritise and organise workflow
  • Strong communication skills – confidence in engaging with staff at all levels.
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, buildingtrust through responsible actions and honest relationships.
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