Assistant Manager; Private Wealth

Ocorian helps asset managers, private wealth, corporates, and issuer clients handle operational and regulatory complexity at scale, giving them the freedom to focus on what they do best.

Whether they’re raising capital, expanding into new markets, acquiring a business, preparing for an exit or protecting wealth, we’re behind every move our clients make, creating capacity and removing burden so they can focus on growth, opportunity and performance.

With over 50 years’ of expertise, 20 locations and 2,000 expert colleagues, clients know they can rely on us when their challenges are complex, time-critical and consequential.

Our Private Wealth & Corporate team helps individuals, families and businesses manage the complexity of cross-border wealth and corporate structures. We take care of the governance, administration and regulatory obligations that can otherwise consume clients’ time and distract them from protecting their wealth, growing their business and planning for the future.

For clients, this means coordinated support across their structures, clearer oversight and greater control. By providing trusted governance and administration at every stage, we reduce operational burden and risk, giving clients more time and confidence to focus on what matters most to them.

To find out more about Ocorian and our services, including regulatory information, visit

• Private Pension Plan
• Private Medical Insurance
• Annual Salary Review

We are looking for an ambitious and client-focused professional to join our Private Client team. This is an exciting opportunity to work closely with a select portfolio of high-net-worth individuals, supporting their investment and philanthropic activities while delivering an exceptional level of personal service.

You’ll build strong client relationships, take ownership of key responsibilities and work alongside experienced colleagues in a collaborative environment that offers excellent opportunities for learning, development and career progression.

Responsibilities include but are not limited to:

• Manage the administration and accounting requirements of a portfolio of high-net-worth clients and their associated structures.
• Build trusted relationships with clients and advisers, delivering a responsive, high-quality service and handling day-to-day requests.
• Ensure client matters are administered in line with regulatory requirements, internal policies and risk management standards.
• Coordinate client reviews, monitor key deadlines and maintain accurate records and documentation.
• Support and mentor junior team members while contributing to a collaborative and high-performing team environment.

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• Educated to A level or degree standard.
• Ideally the post holder will have already completed or be willing to complete a professional/relevant qualification such as STEP, CGI or similar
• Ideally a minimum of 3 years' experience in Trust and Company administration or a financial services environment.

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…