Manager, Private Client

It's never been a more exciting time to join Vistra.

At Vistra our purpose is progress. We believe that our clients have the power to change the world and to do great things for global progress, and we exist to remove the friction that comes from the complexity of global business - to help our clients achieve progress without friction.

But progress only happens when people come together and take action. And we're absolutely committed to building a culture where our people can do just that.

We have an exciting opportunity for you to join our team as Manager, Private Client, based in our Vistra, Singapore office.

Key responsibilities:

Client Relationship Management

• Trust establishment, from getting referrals from partners to formally setting up Trust
• Work together with Trust lawyers and Tax lawyers to facilitate Trust establishment
• Facilitate to fulfill Trust related paperwork and documentation
• Develop and maintain strong long-term key clients relationships, understanding their needs and expectations, ensuring they are engaged in a professional and timely manner and capture referral opportunities.

Institutional Relationship Management

• Strengthen and expand relationships with institutions e.g. tax advisors, law firms, family offices, wealth management institutions, asset management companies, etc.

Financial Management

• Deliver or exceed allocated New Business Revenue target

Risk Management/Compliance

• Ensure licensed Vistra entities remain compliant with prevailing local and international legislation
• Comply with compliance requirements and adapt to an AML/CFT culture.

People and Operational Management

• Maintain own fiduciary specialist knowledge as well as knowledge of products and those of the intermediary/wealth management market in general

Key requirements:

• STEP Diploma professional certification would be an advantage
• At least 4-5 years of relevant experience in the Trust or Private Client space
• Prior business development experience and proven track record of meeting and exceeding sales target
• Ability to identify client needs and market trends
• Strong communication skills with the ability to provide non-technical explanations to technical matters, and summarize and present information in a clear, concise and accurate written and verbal format
• Self-motivated and ability to think outside the box to solve client's issues
  
  

Company Benefits:

At our Singapore office, we believe in putting our employees well-being first! We offer a flexible hybrid working arrangement and celebration leave.

Additionally, we provide comprehensive medical insurance and dental coverage, wellness allowance and competitive annual leave entitlement to support your well-being and time to recharge or explore your passions out of work.

As advocates of continuous learning and professional development, we provide an internal mentorship program and reimburse professional membership fees for certifications like CA, or ACCA, ensuring you stay ahead in your field.