Director

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Company Description

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

Focus Areas

• Business Development
• Client Relations
• Production
• Risk and Compliance
  

Responsibilities

• Daily management of Ocorian Germany
• Provide guidance and participate where necessary in client proposals
• Business development, client servicing and creating client satisfaction
• Assist in the conducting of regular reviews of existing client relationships to ensure superior client satisfaction; identify and secure new service opportunities
• Assist in the implementation of the Group’s vision and strategy in Germany
• Present regular reports on the business to the Board and any relevant Committees
• Set up and maintenance of a proper Risk and Compliance function
• Review of/advise on legal matters in relation to client affairs/transactions
• Act as relationship manager and or director of dedicated client entities
• Assist in identifying improvements in policies and procedures
• Assist in co-ordinating resource planning, recruitment
• Ensure that company policy and professional guidelines are adhered to and that a professional quality service is provided to clients and others
• Advise on attractive products to focus on for business development
  

Qualifications

Competencies

• Outstanding feeling for integrity risks related to the German financial sector
• Accurate and structured approach
• Client orientated and service minded
• Flexible and open personality
• Commercial acumen and hunger to grow a business
• Experience of working in start up functions of a larger organisation
• Solid network / experience of working with referrers
  

Requirements

• Master degree in accounting, law and/or fiscal matters or proven experience in/with the trust sector
• Extensive knowledge of and experience with the (legal) compliance requirements that are applicable to the trust sector
• Good understanding of AML/CFT and Sanction laws and regulations
• Vast knowledge of German corporate law
• Eminent experience in understanding and drafting of agreements
• Seniority with client relationships and related claim handling
• Good experience with managing (complex) processes and procedures
• Excellent verbal & written English
  

Additional

• Experience in international business transactions and structures
• Inhouse experience with other aspects of the (international) finance industry (like Funds, Real Estate, etc.)
• Experience with (international) contract law
• Network of international contacts (Financial, Business, Legal, Compliance
  

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.