Associate (Private Client)

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.

With a curious mindset, we ask the right questions to get to the right solution, faster. We collaborate to win together, sharing successes and shaping the future of our global business. Our culture of support and recognition provides the tools and opportunities for you to grow, while unlocking the most value for our clients and making your mark with Ocorian.

Expertise: We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise.

Trust: We’re a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients.

Scale: 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.

What’s In It For You

• Competitive salary
• Hybrid working  
• Private Pension Plan 
• Private Medical Insurance 
• Annual Salary Review

Job Description

Purpose of role

We are looking for a motivated and ambitious individual to join our experienced Private Client Team. This is an excellent opportunity to start your career in a professional services environment, gaining hands-on experience supporting complex trust and corporate structures for an international high-net-worth client base.

Working alongside experienced colleagues, you will develop valuable technical and client-facing skills, build industry knowledge and benefit from ongoing training and professional qualification support, laying the foundations for a successful long-term career in the private client sector.

Key Responsibilities 

• Gain hands-on experience supporting the administration of trusts and corporate structures for a diverse international client base, including high-net-worth individuals, family offices and corporate entities.
• Build valuable professional relationships by working closely with banks, investment managers, legal advisers and other industry specialists.
• Develop practical expertise in client servicing by preparing documentation, maintaining records, coordinating account openings and processing client transactions.
• Play a key role in the establishment of new trust and corporate structures, gaining exposure to regulatory, compliance and governance requirements.
• Collaborate with experienced colleagues across the Private Client and Compliance teams, contributing to client reviews, due diligence processes and the delivery of exceptional client service.

• #LI-BF1

  #LI-Hybrid

Qualifications

Knowledge, Skills and Experience 

• A-level school leaver or university graduate.
• Desirable but not essential: a minimum 1 year of experience in company and trust administration or a similar field would be beneficial.
• Proficient in MS Word, Excel and Outlook.
• Experience of Viewpoint would be an advantage but not essential

Additional Information

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.

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