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Private Client Sales Director

2 weeks ago

Hong Kong Island, Hong Kong SAR China Ocorian Full time

We are seeking a highly motivated and experienced Senior Private Client Relationship Builder to join our team. As a key member of our sales team, you will be responsible for building and maintaining strong relationships with our private clients and intermediaries, identifying new business opportunities and driving revenue growth.

About Us

Ocorian is a global leader in fund services, corporate, capital markets, and regulatory & compliance. We help clients succeed by unlocking new value through expertise, trust, and scale. Our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines.

We operate across 20+ countries, with over 1,800 colleagues who share our core values: being client-centric, ambitious, agile, collaborative, and ethical. Our independence gives us the flexibility and freedom to keep things simple, efficient, and effective.

Main Responsibilities
  • Relationship Building:
    • Build and maintain strong relationships with our private clients and intermediaries
    • Identify new business opportunities and drive revenue growth
  • BDA Activity:
    • Identify and target attractive Private Client market and client segments in Private Clients buying hubs, focusing on long-term client relationships and profitable revenue generation
    • Develop and implement cross-sell initiatives across all Ocorian service lines to drive new sales from existing clients and increase revenue within the Private Client base
  • Market Profile:
    • Build Ocorian's market position to generate quality sales leads via:
    • Attendance and participation at industry events and Ocorian-hosted events
    • Thought leadership articles, press releases, client newsletters, etc.