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Assistant Manager Client Life Cycle Management, GSY

Requisition ID:  3911

Each one of us brings something different to Vistra, working as one team to deliver the right solution.That’s why our clients choose to work with us – the power of our combined skills makes us unstoppable.Vistra offers a unique platform for our clients and our people to seize the world of opportunities.At the heart of everything we do are our core values:Committing to clients, Working as ONE Vistra, Empowering people and Doing the Right thing.

Why Vistra

At Vistra, we believe our clients’ businesses and people can make a difference in the world. That’s why our work is focused on helping our clients act with confidence and speed to seize opportunity wherever it arises. As a global corporate service provider and fund administrator with more than 5,000 professionals in over 45 jurisdictions, we empower legal entities globally to work smarter, grow faster, act responsibly, protect capital and scale across borders — by doing what we do best: reducing risk and enhancing efficiency.

We support our clients over six sectors: Private Equity, Real Estate, Capital Markets, Corporate, Company Formation and Private Wealth and deliver value across three service lines:

  • Governance, Risk and Compliance
  • Advisory and Transaction Support
  • Finance, Accounting and Administration

 

We grow when you grow, and we succeed when we work together across boundaries and borders, as one team. So, our promise to our clients is the same to you: working together, we will give you the confidence, the tools and the support to achieve your ambitions and leverage your unique skills — to seize your opportunity and help make a difference in the world.

You can also check out our LinkedIn Life page and our About us page to get a sense of Vistra’s culture and our values.

So, what do you think? If you are excited about working with us and think you can get the job done but not quite sure if you meet all the requirements 100%, we want to encourage you to give it a try OR have an informal chat with one of our Talent Acquisition representatives.  

 

Our opportunity for you:

Vistra is currently recruiting for a Assistant Manager Client Life Cycle Management, GSY.

 

Key Responsibilities:

                Day to Day Activities

Client Acceptance:

  • Provide SME advice and decisions on complex and high/PEP new business cases.
  • Assist with VBC presentation of complex and high/PEP new business cases.
  • Maintain new business tracker log by updating VForce Guernsey pipeline and forecast report.

File Review:

  • Provide SME advice and decisions on complex and high/PEP client reviews.
  • Support the SSC team with guidance and decisions oversight on client reviews as and when requested.
  • Assist with client reviews that require VBC presentation.
  • Update and maintain the progress of and status of file reviews to the point of final sign off on the TEAMS File Review tracker log.

 

Activity Management:

Client Acceptance:

  • Prioritise team (Guernsey) workload to ensure new business onboarding is completed smoothly and timely delivery of handover to Service Delivery teams.
  • Support the team (Guernsey) with completing new business onboarding when required.
  • Liaise with the New Business Manager and Head of New Business as and when required in respect to client take on and acceptance support.
  • Support team (Guernsey) with the day-to-day administration involved in taking on new business and assisting with all matters of the end to end process.
  • Oversee and support teams (Guernsey and SSC) with escalation issues to ensure timely resolution to prevent blocking points on progression of client acceptance and onboarding.
  • Provide oversight of SSC new business activities with regular meetings and review of activity reports.
  • Undertake quarterly quality control checks of new business cases completed by Guernsey and SSC teams.
  • Monitoring and timely escalation of issues to the CI Head of Client Acceptance and Entity Management.
  • Assist the business in monitoring data quality through reviews of reports and assist in rectifying issues identified.

 

File Review:

  • Manage and oversee the annual and trigger event reliance review testing, as the point of contact for Banks and other 3rd parties placing reliance on Vistra Guernsey.
  • Prioritise team (Guernsey) workload to ensure file reviews are completed in a smoothly and timely delivery of reviews to Service Delivery teams.
  • Support team (Guernsey) with the day-to-day administration involved in execution of client file reviews assisting with all matters of the end to end process.
  • Oversee and support teams (Guernsey and SSC) with escalation issues to ensure timely resolution to prevent blocking points on progression of client acceptance and onboarding.
  • Provide oversight of SSC client file review activities with regular meetings and review of activity reports.
  • Undertake quarterly quality control checks of client file reviews completed by Guernsey and SSC teams.
  • Monitoring and timely escalation of issues to the CI Head of Client Acceptance and Entity Management.
  • Assist the business in monitoring data quality through reviews of reports and assist in rectifying issues identified.

 

HR Management:

  • Proactively managing own self-development and continuous professional development (CPD), ensuring professional knowledge is up to date.
  • Line management of Guernsey Client Acceptance and Entity Management team members.
  • Develop team capabilities to provide growth opportunities.
  • Manage and monitor team’s CPD requirements are maintained and met by the end of the year deadline.
  • Actively manage team members performance, ensuring where performance support is required these are undertaken and managed effectively.
  • Manage team members absence.

 

Other:

  • Maintain accurate and up to date records, ensuring records are filed and stored in line with internal standards and procedures.
  • Actively identify opportunities to change and improve operational excellency for Vistra Guernsey.
  • Contribute to projects initiatives, system changes or process enhancements that impact the Operations Function.

Compliance:

  • Comply with all Vistra Guernsey and Group policies and procedures relevant to role.
  • Comply with Anti-Money Laundering/Countering the Financing of Terrorism (AML/CFT) and Know Your Client (KYC) due diligence standards, laws and regulations for a wide range of clients with different legal structures and across multiple jurisdictions.
  • Report suspicious transactions to the Money Laundering Reporting Officer (MLRO) or equivalent duly designated person.

 

Relevant Experience & Skills:

                Experience:

  • Fiduciary knowledge – Excellent understanding of Trust, Corporate and Fund Administration.
  • Compliance knowledge – Excellent understanding of AML/TF risks and sound knowledge of governance, compliance and risk.

Skills:

  • People Management – ability to effectively manage performance to motivate and create an accountable, fair, open and risk aware culture and development of individuals to feel valued and connected to business strategy.
  • Technical skills – intermediate level computer skills (e.g. Microsoft Office) and sound knowledge and use of enterprise systems (e.g. customer relationship management (CRM) – ViewPoint).
  • Analytical skills – ability to deconstruct information to draw conclusions, demonstrating sound logical reasoning, critical thinking, communication, research, data analysis and creativity.
  • Time Management – ability to effectively organise, prioritise, and plan to efficiently execute workload.
  • Communication – strong active listening and clear expression of self, for effective communication and engagement of stakeholders, team members and colleagues.
  • Self-driven – to hold both self and team members accountable for performance and results, emphasizes personal responsibility in monitoring progress.

 

Professional Qualifications:

  • Ideally 5 years relevant experience working in Private Wealth and Funds, with at least 3 years at Senior Officer or Assistant Manager level.
  • Ideally to hold or working towards the Guernsey equivalent of the JFSC Table 5 qualification.

 

Education:

  • Relevant professional qualification, ideally A level or equivalent.

 

Join US!

Our promise to our clients is simple: we help them seize opportunity and make a difference in the world. It’s the same to you.

Make a difference — seize your world of opportunity with Vistra!

 

LET’S GROW TOGETHER.

Bring Your Whole Self to Work

We’re passionate about Diversity and Inclusion at Vistra.We believe that everyone is equal and unique, and by embracing diversity it makes us better company.This creates an environment where anyone, from any background, can do their best work; Vistra is for the ambitious, the entrepreneurial, the bold.

Location: 

GG

Department:  Private Equity (B403003)


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