Hong Kong Private Client Leadership Position

2 weeks ago

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

Company Overview

Ocorian is a global leader in private client services, providing expertise and solutions to meet the complex challenges of high-net-worth individuals and family offices.

We have a long history of delivering exceptional service, with over 8,000 clients globally and operations across 20+ countries. Our scale enables us to support our clients globally and locally, providing a seamless experience across borders and service lines.

What We Offer

  • Competitive compensation packages
  • Hybrid working arrangements
  • Flexible working hours
  • Pension and benefits schemes
  • Private medical insurance and dental plan
  • Life assurance and income protection
  • Critical illness cover

Job Description

Purpose of the Role

The successful candidate will be responsible for leading the private client business in Hong Kong, ensuring the local implementation of the global private client strategy. This includes accountability for local performance, profit and loss achievement, and client satisfaction.

Main Responsibilities

  1. 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 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.

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.

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.

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.

Additional Information

All staff are expected to embody our core values that underpin everything we do and reflect the skills and behaviours we need to be successful. These are:

  • 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.

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