Fiduciary / Client Director (Capital Markets)
Ocorian
Località del lavoro
Bermuda
Stato di occupazione
Tempo pieno
Dettagli del lavoro
Company Description
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
Purpose of the job
The Fiduciary / Client Director will be part of the Directorship services business (for Corporate and Capital Markets) and be accountable for acting as a Fiduciary Director on client boards, relationship management, service standards and operational client oversight. The individual will be responsible for creating strong profitable and personal relationships with clients
Main Responsibilities
• Director, fiduciary responsibility for the management of a complex / high value portfolio of trusts, companies and insurance structures
• Conduct business development, whilst extending the scope of the services provided to existing clients.
• Participate in board meetings for companies on which you act as a director and carry out your responsibilities as a director in accordance with the policies and procedures of Ocorian
• 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.
• Assist with client interface, portfolio management, presentation and article writing.
• Assume authorised signatory responsibility for Ocorian and as such assist with authorisation of payments, transfers, deposits, and foreign currency trades as well as execution of documentation on behalf of the client, wherever necessary.
• Uphold Ocorian’ s core values by promoting a culture of professionalism, teamwork and leadership.
• Play an integral role in the Bermuda business, with a particular emphasis on coaching, support, colleague relations and overseeing all aspects of administration and reporting.
• 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 preferred.
• Experience sitting on boards of international companies - with a detailed understanding of Directorship services, Bermuda corporate governance and the associated responsibilities.
• Strong transaction management, document review and negotiation and onboarding skills
• Knowledge of relevant legislation and regulations as far as it pertains to our industry.
• Experience and understanding of the Bermuda Economic Substance legislation.
• Broad knowledge and experience working with a multi-disciplinary and multi-jurisdictional financial services firm.
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 careers@ocorian.com.
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