Head of Private Clients

Company Overview Ocorian delivers specialist, tech‑enabled solutions to asset managers, financial institutions, corporates, high‑net‑worth individuals and family offices. With over 1,500 colleagues across 20+ countries, we leverage deep industry expertise, trust and global scale to unlock new value for clients. Job Description To lead and manage the Private Clients team in Hong Kong, ensuring effective, efficient and profitable operations. Working closely with the Regional Head of Private Clients and Business Development team, the Director will oversee service standards, build profitable client relationships and promote a culture of teamwork. Main Responsibilities Clients Manage day‑to‑day administration tasks of the local Private Client team, delegating workloads professionally and timely while ensuring risk mitigation. Maintain a broad understanding of trust and corporate administration, AML, compliance, and relevant legislation. Ensure compliance with Group procedures and manage operational workloads to minimise risk. Serve as a director on client companies and as a bank signatory when required. Provide technical guidance, training and career development to maximize staff potential. Business Development Collaborate with the Regional Private Client Head and Business Development team on onboarding of new clients, drafting proposals, attending pitches and events. Develop close relationships with clients and intermediaries, expanding services through a deep understanding of their structures. Operational Ensure prompt billing and cash collection, met financial targets including utilisation. Liaise with support functions and other Service Lines on operational matters. Assist in the development, review and implementation of local policies and procedures. Build a network of prospective intermediaries, identifying areas for growth. Advise senior management on operational matters and reporting preparation. Support Ocorian’s strategy, generating innovative ideas that challenge the status quo. Perform any other duties reasonably required for the role. Qualifications Required Knowledge, Skills & Experience Advanced technical knowledge of trust & corporate products, investments, accounting, tax law, legislation and regulation, including discretionary trusts, reserved power trusts, irrevocable trusts, private trust companies, family office structuring and relevant tax incentives. Relevant professional qualification (ACCA, ICSA or STEP preferred) and a minimum of eight years of trust‑industry experience at management level. Excellent organisational and client‑management skills, full knowledge of current legislation and local regulatory environment. Professional demeanor, ability to relate to all levels, and responsiveness to client needs. Strong people‑management skills, integrity, excellent written and oral communication, and multitasking ability. Experience delivering in‑house training and seminars on technical trust matters. Self‑motivation, proactivity, good interpersonal and communication skills; flexibility to attend after‑hours functions when relevant. In‑depth knowledge of Ocorian’s strategy, procedures, policies, compliance and technical issues to act as a role model. Ability to communicate in Mandarin with Chinese‑speaking clients is desirable. Additional Information All staff are expected to embody our core values: 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, think and act globally, seizing every opportunity to delight clients and support colleagues worldwide. We are AGILE – We act on initiative to get things done for our clients, keeping solutions simple, efficient and effective. We are COLLABORATIVE – We ask the right questions to find the right solution faster, collaborating to win together and sharing successes. We are ETHICAL – We conduct ourselves with integrity, assuming positive intent, building trust through responsible actions and honest relationships. Equal Opportunity Employer 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. For any questions or assistance during the application process, contact us at #J-18808-Ljbffr