Ocorian

Financial Services

SeniorManager(PrivateClients)

£105–155k ~AI est. Saint Helier, St Helier, Jersey FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for mid candidates.

The Brief

“Senior Manager (Private Clients) at Ocorian. Skills: Client portfolio management, Risk management, Financial oversight. Lead client portfolio. Build client relationships”

Industry & Context.

Financial Services

What They're Looking For.

Must Have

3+ years trust administration, 3+ years company administration, Suitable management experience

Nice to Have

Professional qualification to Professional Level

What You'll Do.

Lead client portfolio

Build client relationships

Serve as escalation point

Ensure effective controls

Develop fiduciary capability

Participate in projects

Assess entity profitability

How You'll Work.

Team & Collaboration

Collaborate to win together; Sharing successes

Full Job 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. Responsibilities * Client leadership — Lead a diverse client portfolio with strong commercial focus, relationship management, and delivery against financial targets. * Client engagement — Build long‑term client relationships through proactive meetings, professionalism, and trust, reducing churn. * Escalation management — Serve as the senior escalation point for complex technical, service, and sales issues. * Operational excellence — Coach team members to deliver a client‑centric service and maintain accurate, complete data. * Risk and compliance — Ensure effective controls, regulatory compliance, and identify opportunities for process improvement. * Fiduciary development — Develop capability to act as a director on client boards in line with statutory requirements. * Project contribution — Participate in projects, generating innovative ideas and

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