Head of Private Clients (Cayman & BVI)

Job Description

Responsible for the leadership of the Private Client business within Ocorian, Cayman Islands and British Virgin Islands ("BVI") taking accountability for ensuring the global Private Client strategy is successfully executed at the local level. Accountable for Private Client performance, ensuring profit and loss achievement in line with global targets set through the annual planning cycle for the Cayman Islands and BVI. Provide leadership for the Private Client team in the Cayman Islands, oversight of the Private Client portfolio in the British Virgin Islands and take responsibility for P&L, client satisfaction and client retention as well as management of client accounts in the Cayman Islands and BVI, as determined by the global Private Client strategy. This role will also evolve to cover the service offering to be developed in the United States of America.

Purpose of the Role

Responsible for the leadership of the Private Client business within Ocorian, Cayman Islands and British Virgin Islands ("BVI") taking accountability for ensuring the global Private Client strategy is successfully executed at the local level and for ensuring Private Client performance, profit and loss achievement, client satisfaction, retention, and client account management in accordance with the global Private Client strategy.

Main Responsibilities

• Client Relationship Management : Build and nurture long-term relationships with clients, positioning Ocorian as a trusted solution provider for their private wealth needs.
• Service Excellence : Ensure the delivery of high-quality client service that exceeds expectations and fosters loyalty.
• Market Insight and Product Development : Stay informed about market trends and industry developments to enhance our product offerings and better meet client needs.
• Data-Driven Decision Making : Utilize data analytics to identify our competitive advantages and inform strategies for upselling and cross‑selling opportunities within our service lines.
• Internal and External Advocacy : Represent and market Ocorian with credibility, both internally and externally, to enhance our brand presence.
• Local Office Management : Represent the Private Client Service Line on the local management team and collaborate with the other managers in the local office.
• Strategic Leadership : Influence the strategic direction of the Private Client Service Line, ensuring effective communication of the strategy and leading its operational implementation.
• Financial Management : Accurately budget and forecast, managing the P&L effectively and taking corrective actions as needed to address financial gaps.
• Cross‑Selling Initiatives : Identify and pursue business opportunities beyond your immediate area to support growth across other service lines.
• Long‑Term Planning : Strategically plan for the future, considering both internal and external market trends to ensure sustained growth.
• Stakeholder Engagement : Negotiate and influence stakeholders through exceptional communication skills, adapting your style to meet the needs of diverse audiences.
• Transformational Leadership : Drive transformation initiatives, engaging and motivating your team through effective leadership.
• Team Development : Lead and develop a high‑performing team, ensuring accountability for deliverables and fostering positive employee relations.
• Succession Planning : Identify future staffing needs and provide coaching and mentoring to build a strong talent pipeline within the Private Client team.

Qualifications Required

Knowledge, Skills & Experience

Additional Information

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 (emailprotected) .

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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