Associate (Private Wealth)

About the role

Ocorian's Private Wealth & Corporate team helps individuals, families and businesses manage the complexity of cross-border wealth and corporate structures, handling governance, administration and regulatory obligations. As an Associate (Private Wealth) in the Private Client team, you will deliver trust and company administration services to an international portfolio of private clients, working alongside experienced professionals to gain exposure to complex structures and build client relationship skills.

Key responsibilities

• Manage a varied portfolio of trusts, companies and private wealth structures, delivering exceptional service to an international client base.
• Build strong client relationships and develop into a trusted adviser, working closely with experienced professionals across the business.
• Support a wide range of client transactions, governance activities and regulatory requirements, ensuring accuracy and compliance.
• Collaborate with specialist teams across accounting, compliance and finance to deliver seamless, high-quality solutions.
• Contribute to the team's success by identifying opportunities to improve client experience, mitigate risk and drive operational excellence.

Required profile

• A-Level or degree education, ideally with (or working towards) a professional qualification such as CGI or STEP.
• Previous experience in trust and company administration, financial services or a related professional services environment.
• Proactive, client-focused team player with strong communication skills, attention to detail and a solution-oriented mindset.