Client Delivery/Operations Director

1 month ago

Malaysia Ocorian group Full time

Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance

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.

We’re a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients. With more than 1,500 colleagues, we operate across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines.

Job Description

Main Responsibilities

  • Responsible for leading the Corporate and Operational Teams, inspiring them to achieve objectives, manage performance and enabling a culture of high performance, accountability and service excellence ensuring delivery of strategic objectives.
  • Play an integral role in the Cayman Management Committee, with a particular emphasis on coaching, support, colleague relations and overseeing all aspects of administration and reporting.
  • Lead and manage junior members of the management team, including training, development, and setting the foundations of an environment of participation, motivation, teamwork, and open communication.
  • Maintain excellent client relationships and ensure that the contracted services are delivered in accordance with both our service level agreements and in accordance with our Risk and Compliance responsibilities.
  • Collaborate with other Ocorian jurisdictions in client delivery and identifying operational efficiencies.
  • Responsible for reviewing and improving policies and procedures within the Cayman Office, consistent with global standards.
  • Assist with client interface, portfolio management, presentation and article writing.
  • Assisting and deputising for the Managing Director, where appropriate.
  • Assume authorised signatory responsibility for Ocorian and assist with authorisation of payments, transfers, deposits, and foreign currency trades as well as execution of documentation on behalf of the client, wherever necessary.
  • Build relationship with local Regulator and provide updates when necessary.
  • Any other such duties that might be required for your role.
Qualifications

Knowledge/ Skills/ Experience

  • 10+ years of experience in the financial services industry. Ideally with operational and management experience in a Corporate/ Trust company management/administration environment.
  • Insurance experience beneficial.
  • Experience sitting on boards of international companies - with a detailed understanding of Directorship services and the associated responsibilities.
  • Strong transaction management, document review and negotiation and onboarding skills.
  • Comprehensive understanding and knowledge of relevant legislation and regulations as far as it pertains to our industry.
  • Experience and understanding of the Cayman Economic Substance legislation.
  • Broad knowledge and experience working with a multi-disciplinary and multi-jurisdictional financial services firm.
  • Experience of collaborating with off-island teams and outsourced service providers to deliver the right outcomes for the local business.
  • Previous experience in managing large operational and client service teams.
  • Experience in the development and implementation of new business lines and products.
  • Experience of leading teams through change to deliver positive business outcomes.
Additional Information

Our Values

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 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.

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 [emailprotected].

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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