Manager - Private Clients

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. 

Job Description

Purpose of the Role

Looking for a role where you can make a real impact? Manage a portfolio of real estate-focused client entities, ensuring the timely delivery of corporate administration, governance, and compliance requirements. Build strong client relationships, coordinate key stakeholders, and help deliver exceptional service across multiple jurisdictions.

Key Responsibilities

• Manage a portfolio of real estate client entities, delivering corporate administration and governance services across multiple jurisdictions.
• Coordinate board and shareholder meetings, including preparing board packs, maintaining corporate records, and ensuring statutory information remains accurate and up to date.
• Liaise with accountants, auditors, banks, property managers, legal counsel, tax advisors, and other service providers to support client activities and reporting requirements.
• Ensure transactions, payments, workflows, and regulatory obligations are completed accurately and within agreed deadlines.
• Build strong client relationships, delivering a high standard of service while proactively managing expectations and resolving issues.
• Support team success through quality reviews, knowledge sharing, KPI monitoring, and continuous process improvement initiatives.

#LI-BF1

#LI-Hybrid

Qualifications

• Essential: Proven experience in company secretarial services and corporate governance , including the preparation of board packs, agendas, minutes, resolutions, and visa/residence permit applications.
• Minimum 4 years' experience within the global business, corporate services, or financial services sector.
• Progress towards a professional qualification such as STEP, CGI (formerly ICSA), ACCA , or equivalent would be advantageous.
• A degree in Law, Accounting, Finance , or a related discipline is preferred.
• Strong stakeholder management and relationship-building skills.
• Excellent organisational skills.

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 View email address on jobs.smartrecruiters.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.