Ocorian
Financial Services
SeniorManager(PrivateClients)
Neural analysis suggests this role is
optimal for mid candidates.
“Senior Manager (Private Clients) at Ocorian. Skills: Client portfolio management, Risk management, Financial oversight. Lead client portfolio. Build client relationships”
Industry & Context.
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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