Client Director – Corporate Portfolio

About the role

Ocorian, an asset manager serving private wealth, corporate and issuer clients, is hiring a Client Director in Hamilton. The role leads an assigned corporate portfolio with accountability for client relationships, team development, revenue growth, service delivery, risk management, regulatory compliance and fiduciary governance. It calls for strong leadership, specialist expertise and ownership of portfolio performance.

Key responsibilities

• Own and develop senior client relationships, keeping close track of client structures, objectives, commercial position and evolving needs.
• Protect and grow portfolio revenue through retention, organic growth, cross-selling and conversion of new business.
• Manage commercial performance, including pricing, fee reviews, billing, recovery of out-of-scope work and under-performing relationships.
• Lead high-quality client service, set priorities and standards for colleagues and ensure commitments are met.
• Proactively resolve operational challenges, lead significant escalations, complaints and service recovery.
• Provide first-line oversight of portfolio risk and compliance, ensuring KYC, CDD, client reviews, regulatory filings and remediation are accurate and on time.
• Identify, manage and escalate material risks, incidents, breaches and control issues, with oversight of higher-risk relationships.

Required profile

• At least 10 years' relevant financial services experience, including leadership in a corporate, trust or fiduciary environment.
• Experience managing complex, high-value portfolios, with deep technical knowledge of either private wealth structures (including trusts) or corporate structures (including companies and insurance-related entities).
• Board experience and a strong understanding of directorship services, Bermuda corporate governance and fiduciary responsibilities.
• Proven ownership of first-line risk, remediation and higher-risk relationships.
• Relevant insurance experience is an advantage.

Required skills

• Commercial instinct and success in revenue management, pricing, business development and converting opportunities.
• Strong transaction management, document review, negotiation, onboarding and decision-making.
• Sound knowledge of relevant Bermuda law and regulation, including Economic Substance requirements where applicable.
• Ability to work across disciplines, service lines and jurisdictions.