Head of Private Client Solutions

1 week ago


George Town, Penang, Malaysia Ocorian Full time
About the Role

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.
Requirements
  • 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.
About Ocorian

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.



  • George Town, Penang, Malaysia Ocorian Full time

    Job Title: Head of Private ClientWe are seeking a seasoned professional to lead our Private Client business in Cayman, driving growth, and delivering exceptional client experiences.About the RoleAs Head of Private Client, you will be responsible for executing the global Private Client strategy at the local level, ensuring alignment with global targets and...


  • George Town, Penang, Malaysia Allianz Full time

    Senior Executive, Corporate Insurance SolutionsJob Summary:Key Responsibilities:Drive and generate new business and retain renewal from assigned portfolio.Assist Head of Sales in strategic planning and implementation.Conduct training and briefing of employee benefits products and services to intermediaries and clients.Provide end-to-end support to...


  • George Town, Penang, Malaysia Charterhouse Partnership Singapore Full time

    Capital Fund Finance ExpertLocation: SingaporeEmployment Type: Full timeSalary: MYR 200,000Job SummaryWe are seeking a highly skilled Capital Fund Finance expert to join our team at Charterhouse Partnership Singapore. As a key member of our finance team, you will be responsible for structuring and executing fund finance transactions for global clients across...


  • George Town, Penang, Malaysia Charterhouse Partnership Singapore Full time

    Capital Fund Finance Leadership RoleCharterhouse Partnership Singapore is seeking a seasoned professional to lead our Capital Fund Finance team.Key Responsibilities:Client Coverage: Develop and maintain relationships with financial sponsors, including real estate, private equity, and private credit funds, to facilitate due diligence meetings and attend...

  • Urban Planner

    3 days ago


    George Town, Penang, Malaysia Tarson Limited Full time

    Job Title: Urban Planner (New, Private Sector) OpportunityAbout Tarson LimitedTarson Limited is a leading private practice with a strong presence in the town planning consultancy sector. Our company has a rich history, dating back to 1991, and has evolved into one of the largest independent town planning consultancies in England. With offices across the...

  • Head of IT

    1 week ago


    George Town, Penang, Malaysia Robert Walters Full time

    About the RoleWe are seeking a highly experienced and skilled Head of IT to join our team at Robert Walters. As a key member of our organization, you will play a crucial role in shaping the technological landscape of our company.Key ResponsibilitiesStrategic Leadership: Provide strategic direction and leadership to our IT team, ensuring the effective...


  • George Town, Penang, Malaysia Allianz Popular SL. Full time

    Senior Executive, Corporate Clients & Solution (Northern Region)Job SummaryTo provide exceptional service and market group insurance (employee benefits) to assigned intermediaries, driving overall productivity and profitability.Key ResponsibilitiesTo develop and maintain strong relationships with intermediaries, generating new business and retaining renewal...


  • George Town, Penang, Malaysia Mays Region - Modern Woodmen of America Full time

    About Us Mays Region - Modern Woodmen of America is a rapidly growing organization in the financial services industry. We are a fraternal life insurance society that has been serving our members for over 100 years. Our company is built on a strong foundation of trust, integrity, and community involvement. Position Overview We are seeking a highly skilled and...


  • George Town, Penang, Malaysia OCBC Full time

    **Job Summary**We are seeking a highly skilled and experienced Senior Relationship Development Manager to join our team at OCBC. As a key member of our Premier Private Client group, you will be responsible for acquiring new clients and deepening existing relationships to drive business growth.Key Responsibilities:Identify and pursue high net worth...

  • Investment Advisor

    7 days ago


    George Town, Penang, Malaysia Standard Chartered Full time

    About the RoleWe are seeking a highly skilled Investment Advisor to join our Wealth Management team at Standard Chartered. As an Investment Advisor, you will play a critical role in supporting Relationship Managers in delivering Wealth Management services to our clients.Key ResponsibilitiesBusiness Strategy and Financial PlanningDevelop and implement...


  • George Town, Penang, Malaysia National Grid Full time

    About the RoleWe are seeking a highly experienced and skilled Head of Projects to join our team at National Grid. As a key member of our leadership team, you will be responsible for the efficient management of our 132kV and Tower networks across the National Grid Electricity Distribution footprint area.Main ResponsibilitiesDelivery and Performance: Hitting...


  • George Town, Penang, Malaysia Allianz Malaysia Full time

    Job SummaryTo service and market group insurance (employee benefits) to assigned intermediaries to achieve overall productivity and profitability.Key Responsibilities:To drive and generate new business and retain renewal from assigned portfolio.To assist the Head of Sales in strategic planning and implementation.To conduct training and briefing of employee...


  • George Town, Penang, Malaysia Celestica Inc. Full time

    About the RoleCelestica Inc. is seeking a highly skilled Thermal Solutions Engineer to join our team. As a key member of our engineering team, you will be responsible for designing and developing innovative thermal solutions for our clients.Key ResponsibilitiesDesign and develop thermal solutions to meet product requirements, including heat sinks, heat...


  • George Town, Penang, Malaysia Software Solutions Full time

    Job SummaryWe are seeking a highly motivated and results-driven Sales Executive to join our team at Software Solutions. As a Sales Executive, you will be responsible for identifying and pursuing new business opportunities, developing and maintaining relationships with key clients, and presenting and demonstrating our products or services to potential...

  • Project Manager

    7 days ago


    George Town, Penang, Malaysia Sensible Solutions Full time

    Job HighlightsWe offer a dynamic work environment with opportunities for growth and development, a collaborative team culture, and a commitment to delivering high-quality results. We are seeking a skilled professional to join our team as a Project Engineer.Job DescriptionDevelop and implement project schedules to ensure timely completion and meet client...


  • George Town, Penang, Malaysia Robert Walters Full time

    {"title": "Head of IT", "description": "Job SummaryWe are seeking a highly experienced and skilled Head of IT to lead our IT team in Penang, Malaysia. As a key member of our organization, you will play a crucial role in shaping our technological landscape and driving business growth.Key ResponsibilitiesCoordinate and plan company-wide system hardware,...

  • Chief Security Officer

    23 hours ago


    George Town, Penang, Malaysia Mays Region - Modern Woodmen of America Full time

    {"h1": "Head of Security", "p": "At Mays Region - Modern Woodmen of America, we are seeking a seasoned security professional to lead our security function and contribute to the integrity and resilience of our platform. As the Head of Security, you will develop and execute the overarching security strategy, drive initiatives to enhance security capabilities,...


  • George Town, Penang, Malaysia Michael Page Full time

    About Our ClientThe company is a leading innovator in battery technology, specializing in the development of advanced lithium-ion batteries. They focus on creating high-energy-density, longer-lasting batteries for various applications, including consumer electronics and electric vehicles. Their cutting-edge approach involves unique manufacturing techniques...


  • George Town, Penang, Malaysia Centific Global Solutions Full time

    About the RoleWe are seeking a highly skilled Senior Test Engineer to join our team at Centific Global Solutions. As a leader in software quality assurance, you will play a pivotal role in ensuring the quality and localization of our innovative software products.Key ResponsibilitiesLocalization Testing: Responsible for the localization test of software...


  • George Town, Penang, Malaysia Allen & York (Built and Natural Environment) Ltd Full time

    {"h3": "Environmental Engineer Opportunity", "p": "At Allen & York (Built and Natural Environment) Ltd, we are seeking an experienced Environmental Engineer to join our award-winning team. As a leading consultancy, we focus on innovative remediation solutions, sustainability, and environmental improvements.As an Environmental Engineer, you will work...