Private Client Service Line Director

3 days ago

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

Company Overview

Ocorian is a leading global provider of fund services, corporate, capital markets, and private client solutions. We help 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. Our team of experts operates across 20+ countries, providing a seamless client experience globally and locally.

What's In It For You

  • Competitive compensation package
  • Hybrid working arrangement
  • Flexible working hours
  • Pension plan
  • Private medical insurance
  • Dental plan
  • Life assurance
  • Income protection & Critical illness

Job Description

Purpose of the Role

As a Regional Director of Private Banking, you will lead the Private Client business within Ocorian in Hong Kong, taking accountability for executing the global Private Client strategy at the local level. Your responsibilities include ensuring local Private Client performance meets profit and loss targets, managing selected client accounts, and delivering exceptional client service.

Main Responsibilities

  • Client Relationship Management: Build long-term relationships with clients, 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.
  • Market Insight and Product Development: Stay informed about market trends and industry developments to enhance our product offerings and meet client needs.
  • Data-Driven Decision Making: Utilize data analytics to identify competitive advantages and inform strategies for upselling and cross-selling opportunities.
  • 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 addressing 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 internal and external market trends to ensure sustained growth.
  • Stakeholder Engagement: Negotiate and influence stakeholders through exceptional communication skills, adapting your style to meet 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.

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 fiduciary and investor protection legal frameworks.
  • Industry Expertise: In-depth knowledge of the Private Client landscape and its dynamics.

Additional Information

  • 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.
  • 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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