Senior Associate (Administration) - 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. 

What’s In It For You 

• Competitive salary  
• Private Pension Plan 
• Private medical insurance 
• Annual Salary Reviews
• Hybrid workimg

Purpose of the Job

If you enjoy building meaningful client relationships and delivering exceptional service, this role offers the opportunity to work with a diverse portfolio of trust structures in a collaborative and supportive environment. You will partner closely with clients and colleagues to help protect and grow client relationships, ensure structures are managed effectively and compliantly, and deliver the high standards of service and expertise that our clients value and trust.

Main Responsibilities

• Take the lead in managing a diverse portfolio of trust structures, building a deep understanding of your clients, their objectives and what matters most to them.
• Play a key role in fulfilling trustee responsibilities, from preparing resolutions and processing distributions to coordinating accounts, maintaining letters of wishes and completing periodic reviews.
• Keep client records accurate, organised and up to date, helping to ensure every interaction is supported by high-quality information and documentation.
• Welcome new clients and structures into the business, guiding onboarding and due diligence processes with care, professionalism and attention to detail.
• Help safeguard clients' interests by maintaining the highest standards of compliance, anti-money laundering controls and regulatory awareness.
• Become a trusted point of contact for clients, building strong relationships through responsive communication, practical solutions and exceptional service.
• Work alongside bankers, lawyers, accountants and other professional advisers to ensure client structures are managed smoothly and effectively.
• Collaborate with colleagues across different jurisdictions, sharing knowledge and expertise to create a seamless experience for clients.
• Support the commercial success of your portfolio through timely billing, debt collection and accurate recording of client-related work.
• Take pride in delivering high-quality work, meeting commitments and exceeding expectations wherever possible.
• Contribute ideas, support projects and help drive continuous improvements that enhance the client experience and strengthen the business.
• Exercise sound judgement in identifying and escalating risks or issues, while always keeping clients' best interests at the forefront of your decisions.
• Be a supportive team member who is willing to step in where needed, embracing new challenges and opportunities to learn and grow.

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Knowledge, Skills & Experience

• Strong organisational and client relationship management skills, with a good understanding of risk awareness and compliance requirements.
• Excellent communication and interpersonal skills, with the ability to build effective relationships at all levels and respond to client needs professionally and efficiently.
• Proactive, adaptable and highly organised, with the ability to manage multiple priorities and deliver high-quality work accurately and on time.
• Collaborative team player who enjoys working with colleagues to deliver outstanding client service.
• Knowledge of trust and corporate structures, investments, accounting, tax, legislation and regulatory requirements would be advantageous.
• Strong attention to detail, sound judgement and a high level of integrity.
• Fresh graduates are encouraged to apply.
• Excellent written and verbal communication skills in both English and Mandarin.

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 [email protected].

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