Private Wealth Services Director

1 week ago

Hong Kong, Central and Western District, Hong Kong SAR China Ocorian Full time

Our Vision

We strive to be a trusted partner to our clients by delivering innovative solutions that solve complex challenges. Our team of experts provides fund services, corporate services, capital markets services, private client services, regulatory, and compliance services to asset managers, financial institutions, corporates, high net worth individuals, and family offices.

Our goal is to provide a seamless client experience across borders and service lines, leveraging our scale and expertise to drive growth and success. We believe in collaboration, agility, and innovation to stay ahead of the curve and meet the evolving needs of our clients.

What We Offer

  • Competitive salary and benefits package
  • Hybrid working arrangements to balance work and life
  • Flexible working hours to accommodate different lifestyles
  • Pension scheme and private medical insurance
  • Dental plan and life assurance
  • Income protection & Critical illness coverage

Job Description

Purpose of the Role

This role requires a seasoned professional with experience in private wealth management to lead the Private Client business in Hong Kong. The successful candidate will be responsible for executing the global Private Client strategy at the local level, driving growth and profitability while ensuring exceptional client service.

The ideal candidate will have a strong track record of leadership, excellent communication skills, and a deep understanding of the Private Client landscape and its dynamics. They will be able to inspire and motivate their team to deliver high-quality results, fostering a culture of collaboration, innovation, and excellence.

Main Responsibilities

  • Client Relationship Management: Develop and maintain strong relationships with high-net-worth individuals and their advisors, positioning Ocorian as a trusted solution provider for their private wealth needs.
  • Service Excellence: Deliver high-quality client service that exceeds expectations and fosters loyalty, ensuring a seamless client experience across borders and service lines.
  • Market Insight and Product Development: Stay informed about market trends and industry developments to enhance our product offerings and better meet client needs, driving growth and profitability.
  • Data-Driven Decision Making: Utilize data analytics to identify competitive advantages and inform strategies for upselling and cross-selling opportunities within our service lines.
  • Internal and External Advocacy: Represent and market Ocorian with credibility, both internally and externally, to enhance our brand presence and drive growth.
  • Strategic Leadership: Influence the strategic direction of the Private Client Service Line, ensuring effective communication of the strategy and leading its operational implementation.
  • Financial Management: Accurately budget and forecast, managing the P&L effectively and taking corrective actions as needed to address financial gaps.
  • Cross-Selling Initiatives: Identify and pursue business opportunities beyond your immediate area to support growth across other service lines.
  • Long-term Planning: Strategically plan for the future, considering both internal and external market trends to ensure sustained growth and profitability.
  • Stakeholder Engagement: Negotiate and influence stakeholders through exceptional communication skills, adapting your style to meet the needs of diverse audiences.
  • Transformational Leadership: Drive transformation initiatives, engaging and motivating your team through effective leadership, fostering a culture of collaboration, innovation, and excellence.
  • Team Development: Lead and develop 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.

Qualifications

Knowledge, Skills & Experience

  • Educational Background: Qualified Solicitor, Accountant, or similar professional qualification with direct experience in Private Wealth management.
  • 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.

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. 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, building trust through responsible actions and honest relationships.

Equal Opportunities for Everyone

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.

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