Private Wealth Client Services Lead

Ocorian; Saint Helier; Hybrid; GBP 50,000 - 80,000; Full time

Benefits offered by this job

Competitive salary

Hybrid working

Private PensionPlan

Private Medical Insurance

Annual Salary Review

Job summary

Ocorian is seeking a client-focused professional to join our Private Client team, working with a select portfolio of high-net-worth individuals and supporting their investment and philanthropic activities with a high level of personal service.

You will build strong client relationships, own key responsibilities and collaborate with experienced colleagues in a role offering learning, development and clear career progression.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Client management

Relationship building

Regulatory compliance

Attention to detail

Education

A level or degree

STEP/CGI qualification

Job description

Ocorian is seeking a client-focused professional to join our Private Client team, working with a select portfolio of high-net-worth individuals and supporting their investment and philanthropic activities with a high level of personal service.

You will build strong client relationships, own key responsibilities and collaborate with experienced colleagues in a role offering learning, development and clear career progression.