Head of Private Client Solutions
1 week ago
We are seeking a seasoned professional to lead our Private Client business in Cayman, driving growth and excellence in client service. As Head of Private Client Solutions, you will be responsible for executing the global Private Client strategy at the local level, ensuring profitable growth and client satisfaction.
Main Responsibilities- Client Relationship Management: Build and nurture long-term relationships with high-net-worth individuals and their advisers, providing trusted solutions and exceptional service.
- Business Development: Identify and pursue new business opportunities, leveraging industry knowledge and awareness of Ocorian's competitive advantage.
- Market Intelligence: Stay up-to-date on market and industry trends, enhancing our product offerings and staying ahead of the competition.
- Team Leadership: Lead a team of professionals, providing guidance, coaching, and development opportunities to ensure their success and growth.
- Strategic Planning: Collaborate with the global Private Client team to develop and implement strategic plans, driving business growth and profitability.
- Financial Management: Manage the local Private Client P&L, ensuring accurate budgeting, forecasting, and financial reporting.
- Stakeholder Engagement: Effectively communicate with stakeholders, including clients, colleagues, and senior management, to drive business outcomes and build trust.
- Qualifications: Qualified Solicitor, Accountant, or other relevant profession with direct Private Wealth experience.
- Leadership Skills: Proven ability to lead and motivate teams, inspiring confidence and trust in clients and colleagues.
- Business Acumen: Strong understanding of corporate governance, business development, and marketing principles.
- Communication Skills: Excellent written and verbal communication skills, including experience with public speaking and stakeholder engagement.
- AML/CFT Knowledge: Strong knowledge of Anti-Money Laundering and Counter-Financing of Terrorism laws and regulations.
- Private Client Expertise: In-depth knowledge of the Private Client world, including fiduciary and protection of investor legal and regulatory frameworks.
Ocorian is a global leader in fiduciary and private wealth services, committed to delivering exceptional client experiences and driving business growth. Our core values include being client-centric, ambitious, agile, collaborative, and ethical.
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Head of Private Client Leadership
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Chief Information Officer
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