Assistant Manager (Private Wealth)

Ocorian; United Kingdom; Híbrido; GBP 42.000 - 56.000; Tempo integral

Benefícios oferecidos por esta vaga

PrivatePensionPlan

Private Medical Insurance

Annual Salary Review

Resumo da vaga

Ocorian seeks an ambitious, client-focused professional to join our Private Client team. You will manage administration for a portfolio of high-net-worth clients, build strong client relationships and collaborate with experienced colleagues to deliver exceptional service.

The role offers development opportunities and exposure to governance, regulatory and cross-border wealth matters within a supportive team environment.

Qualificações

• Educated to A level or degree standard.
• Ideally the post holder will have already completed or be willing to complete a professional/relevant qualification such as STEP, CGI or similar
• Ideally a minimum of 3 years' experience in Trust and Company administration or a financial services environment.

Responsabilidades

• Manage the administration and accounting requirements of a portfolio of high-net-worth clients and their associated structures.
• Build trusted relationships with clients and advisers, delivering a responsive, high-quality service and handling day-to-day requests.
• Ensure client matters are administered in line with regulatory requirements, internal policies and risk management standards.
• Coordinate client reviews, monitor key deadlines and maintain accurate records and documentation.
• Support and mentor junior team members while contributing to a collaborative and high-performing team environment.

Formação

A level or degree standard

STEP, CGI or similar professional qualification

Descrição da vaga

Ocorian helps asset managers, private wealth, corporates, and issuer clients handle operational and regulatory complexity at scale, giving them the freedom to focus on what they do best.

Whether they’re raising capital, expanding into new markets, acquiring a business, preparing for an exit or protecting wealth, we’re behind every move our clients make, creating capacity and removing burden so they can focus on growth, opportunity and performance.

With over 50 years’ of expertise, 20 locations and 2,000 expert colleagues, clients know they can rely on us when their challenges are complex, time-critical and consequential.

ABOUT PRIVATE WEALTH & CORPORATE

Helping clients protect wealth and achieve their goals

Our Private Wealth & Corporate team helps individuals, families and businesses manage the complexity of cross-border wealth and corporate structures. We take care of the governance, administration and regulatory obligations that can otherwise consume clients’ time and distract them from protecting their wealth, growing their business and planning for the future.

For clients, this means coordinated support across their structures, clearer oversight and greater control. By providing trusted governance and administration at every stage, we reduce operational burden and risk, giving clients more time and confidence to focus on what matters most to them.

To find out more about Ocorian and our services, including regulatory information, visit ocorian.com

What’s In It For You

• PrivatePensionPlan
• Private Medical Insurance
• Annual Salary Review

Job Description

Purpose of the Role

We are looking for an ambitious and client-focused professional to join our Private Client team. This is an exciting opportunity to work closely with a select portfolio of high-net-worth individuals, supporting their investment and philanthropic activities while delivering an exceptional level of personal service.

You’ll build strong client relationships, take ownership of key responsibilities and work alongside experienced colleagues in a collaborative environment that offers excellent opportunities for learning, development and career progression.

Main Responsibilities

Responsibilities include but are not limited to:

• Manage the administration and accounting requirements of a portfolio of high-net-worth clients and their associated structures.
• Build trusted relationships with clients and advisers, delivering a responsive, high-quality service and handling day-to-day requests.
• Ensure client matters are administered in line with regulatory requirements, internal policies and risk management standards.
• Coordinate client reviews, monitor key deadlines and maintain accurate records and documentation.
• Support and mentor junior team members while contributing to a collaborative and high-performing team environment.

#LI-BF1

#LI-Hybrid

Qualifications

Knowledge, Skills and Experience

• Educated to A level or degree standard.
• Ideally the post holder will have already completed or be willing to complete a professional/relevant qualification such as STEP, CGI or similar
• Ideally a minimum of 3 years' experience in Trust and Company administration or a financial services environment.

Additional Information

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

• We areCLIENT 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, buildingtrust through responsible actions and honest relationships.

Equal Opportunities for Everyone

Please let us know if there’s anything we can do to make the process easier for you. You can reach us at [e-mail] .

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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