Associate Director - Private Client in Hamilton

Purpose of the role
To take responsibility for the management and development of a portfolio of clients/structures in Private Client Service Line. To work with the management team of Ocorian to develop and implement business strategies to support the growth and expansion of Ocorian.

Main Responsibilities

• Leadership, People and Development
  • Long-term Planning: Working with the Head of Private Client Bermuda to strategically plan for the future, considering both internal and external market trends to ensure sustained growth.
  • Stakeholder Engagement: Negotiate and influence stakeholders through exceptional communication skills, adapting your style to meet the needs of diverse audiences.
  • Team Development: Support in the development of a high‑performing team, ensuring accountability for deliverables and fostering positive employee relations.
  • Succession Planning: Identify future staffing needs and provide coaching and mentoring to build a strong talent pipeline within the Private Client team.
  • Continuous Personal Development: Complete all mandatory training and continuously seek personal development through training, conferences or knowledge sharing.
• Business Development
  • Internal and External Advocacy: Represent and market Ocorian with credibility, both internally and externally, to enhance our brand presence.
  • Market Insight and Product Development: Stay informed about market trends and industry developments to enhance our product offerings and better meet client needs.
  • Data-Driven Decision Making: Utilize data analytics to identify our competitive advantages and inform strategies for upselling and cross‑selling opportunities within our service lines.
  • Cross‑selling Initiatives: Identify and pursue business opportunities beyond your immediate areas to support growth across other service lines.
• Operational
  • Ensure prompt billing and cash collection are carried out effectively and in a timely manner.
  • Liaise closely with the support functions as well as other Service Lines, on operational aspects of the Group, as needed.
  • Assist with the continual development of local policies and procedures and make recommendations for improvement.
  • Support Management and the Head of Private Client Bermuda in other operational matters that may be required.
• Clients
  • Client Relationship Management: Build and nurture long‑term relationships with clients, positioning Ocorian as a trusted solution provider for their private wealth needs.
  • Service Excellence: Ensure the delivery of high‑quality client service that exceeds expectations and fosters loyalty.

Qualifications

• Educational Background: Qualified Solicitor, Accountant, STEP or similar professional qualification with a minimum of 10 years relevant experience in the trust industry at management level.
• Leadership Skills: Proven ability to lead and inspire teams, instilling trust and confidence while delivering high‑quality service.
• Corporate Governance: Strong experience in corporate governance with the ability to engage at the board level.
• Business Development Acumen: Demonstrated success in business development and marketing, with the ability to communicate effectively with high-net-worth individuals and their advisors.
• Communication Skills: Excellent written and verbal communication skills, with experience in public speaking at conferences and seminars.
• Staff Development Focus: A strong commitment to mentoring and developing talent at all levels within the organization.
• Commercial Insight: Strong commercial acumen and a practical, results‑oriented approach to problem‑solving.
• Regulatory Knowledge: Thorough understanding of AML and CFT laws and regulations, as well as the fiduciary and investor protection legal frameworks.
• Industry Expertise: In‑depth knowledge of the Private Client landscape and its dynamics.

Equal Opportunities for Everyone
Please let us know if there’s anything we can do to make the process easier for you. We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status. Information will be kept confidential according to EEO guidelines.