Commercial Director (Private Client)

Ocorian

  • Hong Kong
  • Permanent
  • Full-time
  • 17 days ago
Company DescriptionFund services | Corporate | Capital markets | Private client | Regulatory & ComplianceWe 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.We're a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients. With more than 1,800 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
  • We are hybrid working
  • Flexible working hours
  • Pension
  • Private medical insurance
  • Dental plan
  • Life assurance
  • Income protection & Critical illness
Job DescriptionOcorian's Private Client BD team builds and manages relationships with HNW, UNW individuals and Family Offices as well as intermediaries and other third parties. All BD activity aligns with Ocorian's objectives, values and policies and is compliant with external regulatory requirements.The Private Client Sales Director (APAC) is a senior, strategic position responsible for generating new business and revenue across the APAC market working closely with the Service Line Head, client facing teams and the broader Ocorian sales team. The role's core objective is to identify, develop and implement business development initiatives and campaigns to introduce new clients to Ocorian and cross/up sell to our current client base.The successful candidate will be based in Singapore or HK, is a self-starter with a mature and established intermediary network as well as direct client relationships with potential new business opportunities.Main responsibilitiesBD activity
  • Identify and target attractive Private Client market and client segments in Private Clients buying hubs, focusing on long-term client relationships and profitable revenue generation
  • Develop and implement cross-sell initiatives across all Ocorian service lines to drive new sales from existing clients and increase revenue within the Private Client base
  • Develop and manage Private Client intermediary and third party service provider relationships to increase referrals
  • Advise on strategic initiatives including product development and acquisitions, as required
BD targets and pipeline management
  • Achieve and exceed personal BD targets
  • Manage opportunities from inception through the sales cycle to onboarding and won-live
  • Maintain BD pipeline information, call reports, proposal templates, service / fee proposals and related financial analysis
  • Ensure that the Salesforce CRM system is updated with all contact and activity data
Market profile
  • Build Ocorian's market position to generate quality sales leads via:
  • Attendance and participation at industry events and Ocorian hosted events
  • Thought leadership articles, press releases, client newsletters etc
QualificationsKnowledge, Skills & Experience
  • Educated to degree level, with a relevant professional qualification
  • At least five years' proven business development experience in professional services, with a minimum of three years in a Private Client based role
  • Proven experience developing relationships at Managing Directors/senior management levels
  • An understanding of the onshore and offshore administration market and services is preferred
  • Highly computer literate (with knowledge of Word, Excel, and PowerPoint)
  • Effective time management and organisational skills
  • Experience of working with CRM systems, ideally Salesforce
  • Excellent interpersonal and communication skills
Additional InformationAll 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 EveryonePlease let us know if there's anything we can do to make the process easier for you. You can reach us at .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.

Ocorian