Private Client Leader
4 days ago
Company Overview
Ocorian is a leading provider of specialist financial services, helping 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.
We're a trusted partner to over 8,000 clients globally, operating across 20+ countries. Our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines.
- Responsible for the leadership of the Private Client business within Ocorian, Hong Kong, ensuring the global Private Client strategy is successfully executed at the local level.
- Accountable for local Private Client performance, ensuring profit and loss achievement in line with global targets set through the annual planning cycle.
Main Responsibilities
- 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.
- 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.
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