Associate (Private Wealth)

Ocorian; United Kingdom; Hybrid; GBP 30,000 - 55,000; Full time

Job summary

Ocorian is seeking a Private Client professional to join our Private Client team, delivering trust and company administration services to an international portfolio of private clients. You will work alongside experienced professionals to gain exposure to complex structures and develop client relationships in a dynamic, global environment.

This role offers growth within a leading global provider of corporate and fiduciary services, with a collaborative culture and emphasis on governance,

Qualifications

• A-Level or degree educated, ideally with (or working towards) a professional qualification such as CGI or STEP.
• Previous experience in trust and company administration, financial services, or a related professional services environment.
• A proactive, client-focused team player with strong communication skills, attention to detail and a solution-oriented mindset.

Responsibilities

• Manage a varied portfolio of trusts, companies and private wealth structures, delivering exceptional service to an international client base.
• Build strong client relationships and develop into a trusted adviser, working closely with experienced professionals across the business.
• Support a wide range of client transactions, governance activities and regulatory requirements, ensuring accuracy and compliance throughout.
• Collaborate with specialist teams across accounting, compliance and finance to deliver seamless, high-quality solutions for clients.
• Contribute to the continued success of the team by identifying opportunities to enhance client experience, mitigate risk and drive operational excellence.

Skills

Client-focused

Strong communication

Attention to detail

Solution-oriented

Education

A-Level or degree

CGI or STEP

Job description

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

Job Description

Purpose of role

Join our Private Client team and play a key role in delivering exceptional trust and company administration services to an international portfolio of private clients. Working alongside experienced professionals, you will gain exposure to complex structures, develop strong client relationship skills, and build your expertise in a dynamic and collaborative environment. This is an excellent opportunity for someone looking to grow your career within a leading global provider of corporate and fiduciary services.

Main Responsibilities

• Manage a varied portfolio of trusts, companies and private wealth structures, delivering exceptional service to an international client base.
• Build strong client relationships and develop into a trusted adviser, working closely with experienced professionals across the business.
• Support a wide range of client transactions, governance activities and regulatory requirements, ensuring accuracy and compliance throughout.
• Collaborate with specialist teams across accounting, compliance and finance to deliver seamless, high-quality solutions for clients.
• Contribute to the continued success of the team by identifying opportunities to enhance client experience, mitigate risk and drive operational excellence.

Qualifications

Knowledge, Skills and Experience

• A-Level or degree educated, ideally with (or working towards) a professional qualification such as CGI or STEP.
• Previous experience in trust and company administration, financial services, or a related professional services environment.
• A proactive, client-focused team player with strong communication skills, attention to detail and a solution-oriented mindset.

#LI-BF1 #LI-Hybrid

Additional Information

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

• We are AMBITIOUS - We think and act globally, seizing every opportunity to support our clients and staff - wherever in the world they may be.
• We are AGILE - Our independence from any financial institution gives us the flexibility and freedom to keep things simple, efficient and effective.
• We are COLLABORATIVE - We take the time to understand our clients' needs so that we can deliver personalised solutions every time.
• 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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