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Manager Private Clients

Full-time

Ocorian

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 were 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 theres anything we can do to make the process easier for you. You can reach us at .

Were 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. 

Remote Work :

No

Employment Type :

Full-time

Vacancy posted 1 day ago
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