Assistant Manager - Corporate Services

About the role

Ocorian's Private Wealth & Corporate team supports individuals, families and businesses with the governance, administration and regulatory obligations of cross-border wealth and corporate structures. As Assistant Manager, you lead a portfolio of corporate clients and run the day-to-day operations of the client services function.

Key responsibilities

• Lead and manage a portfolio of corporate clients, ensuring high-quality, timely and compliant service while building strong client relationships and spotting growth opportunities.
• Oversee daily operations: workflow management, time recording, invoicing, cash collection, client communications, board meeting administration and accurate client records.
• Ensure compliance with internal policies, governance requirements and regulatory obligations, including file reviews, bank transaction monitoring, audit readiness and timely resolution of risk and compliance actions.
• Act as the first escalation point for client matters, resolving issues proactively and managing expectations.
• Pursue upselling, cross-selling and new business, including leading fee discussions and commercial conversations.
• Lead, coach and develop a client services team through workload planning, performance management, training and mentoring.
• Build relationships with internal and external stakeholders and foster a client-focused, collaborative culture.

Required profile

• Bachelor's degree in Business, Law, Finance, Accounting, Management or a related field.
• A Master's degree or recognised professional qualification (e.g. ACCA, CFA, CGI, ICSA or equivalent) is advantageous.
• 5-8 years of experience in Corporate Services, including leading, mentoring or supervising a team.

Required skills

• Sound knowledge of the Financial Services Act, Companies Act, Insurance Act and Income Tax Act.
• Experience reviewing audited financial statements, shareholder agreements and complex corporate structures.
• Commercial acumen: billing, recoveries, profitability management and portfolio growth.
• Proficiency in document management systems, client management platforms, payment systems and workflow tools.
• Excellent written and verbal communication, leadership and time-management skills.