Associate Director - Private Client

📋 Description

• Manage a portfolio of complex private client structures, ensuring exceptional service delivery and
• Lead, coach and develop team members, creating a high-performance culture focused on
• Support workforce and succession planning, identifying future talent needs and developing internal
• Build and maintain strong relationships with clients, intermediaries and key stakeholders
• Represent Ocorian externally, strengthening market presence and helping drive new business
• Monitor market trends, client needs and competitor activity to support strategic growth and enhance

🎯 Requirements

• Qualified Solicitor, Accountant, STEP professional or equivalent relevant professional
• Minimum of 10 years' experience within the trust and fiduciary industry, including significant
• Demonstrated experience leading teams, developing talent and delivering strong business and client
• Proven success in business development, client relationship management and working with
• Experience representing organisations at industry events, conferences or professional seminars, and
• Extensive technical knowledge of trust, fiduciary and corporate structures, including discretionary