Manager - Private Clients

Responsibilities

• Manage a portfolio of real estate client entities, delivering corporate administration and governance services across multiple jurisdictions
• Coordinate board and shareholder meetings, including preparing board packs, maintaining corporate records, and ensuring statutory information remains accurate
• Liaise with accountants, auditors, banks, property managers, legal counsel, and tax advisors to support client activities
• Ensure transactions, payments, workflows, and regulatory obligations are completed accurately and within deadlines
• Build strong client relationships and proactively manage expectations
• Support team success through quality reviews, knowledge sharing, and KPI monitoring

Requirements

• Proven experience in company secretarial services and corporate governance
• Minimum 4 years of experience within global business, corporate services, or financial services
• Experience preparing board packs, agendas, minutes, and resolutions
• Experience with visa and residence permit applications
• Strong stakeholder management and relationship-building skills
• Excellent organisational skills

Preferred Qualifications

• Progress towards professional qualifications such as STEP, CGI (formerly ICSA), or ACCA
• Degree in Law, Accounting, Finance, or a related discipline

About the Company

Ocorian delivers specialist, tech-enabled solutions for asset managers, financial institutions, corporates, high net-worth individuals, and family offices. With over 1,500 colleagues operating across 20+ countries, we provide seamless client experiences across borders and service lines.