Senior Associate Private Wealth and Corporate

Requisition ID:  9647

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 a Senior Associate Private Wealth and Corporate to be based in our UK London Office.  This is a hybrid role with 2 days working from the office.  You will work with the broader Private Wealth team of 16 people to build a strong relationship with our Private Wealth clients delivering exceptional customer service to assist in growing our business in this market. There is every opportunity that this will turn into a permanent role for the right candidate.

 

Purpose of the Role:

 

  • Assist the Senior Manager with the management and daily administration of a portfolio of private and corporate clients operating within multiple sectors with a high degree of independence.
  • Retain clients and ensure a positive working relationship.
  • Help the team and commercial functions source new clients.
  • Take on responsibility for the management of the debtors in the portfolio of clients. 

 

Key Responsibilities:

 

  • Administer own portfolio of international corporate and private clients with the Senior Manager’s oversight, ensuring full client satisfaction
  • Liaise with clients on a daily basis in a professional manner, ensuring that clients’ requests / queries are handled appropriately, ensuring clients are kept regularly informed of progress and costs
  • Liaise confidently with senior management concerning client operations, where directorship and/or trustee services are provided by the company
  • Identify resources within the company and/or externally in relation to complex client issues, where required, to solve them promptly, efficiently and cost-effectively, with the Senior Manager’s and broader team’s assistance
  • Confidently work alongside the Senior Manager to ensure all KYC processes (from onboarding a client to terminating a relationship) are met, liaising with compliance and regulatory teams as required
  • Work toward achieving revenue targets set by the Director of Corporate and Private Clients and the Operations Director
  • Assist with the good and efficient management of the team’s working capital ensuring invoices for own client portfolio are raised promptly, following up on any outstanding invoices regularly, managing the debtor list proactively
  • Help with identifying, promoting and developing commercial opportunities wherever possible, keeping clients informed of new products, services and changes in legislation
  • Work closely with clients, identifying ways in which we can develop the relationship and ensure client retention
  • Carry out ad-hoc duties, as required by the Senior Manager and the business
  • Proactively participate in project work set by the business. 

 

Attributes:

 

  • Strong verbal and written communication skills - foreign languages would be an advantage but not essential
  • Excellent interpersonal skills with the ability to communicate with people at all levels
  • Highly organised, with the ability to understand the needs of the client and match those needs to the provision of an exceptional service
  • Natural aptitude for high level analysis and critical approach to all client matters as well as a proactive, problem solving mind set
  • Ability to multitask
  • Experience of working independently, with the ability to maintain self-motivation and be consistently pro-active
  • Concern for accuracy, quality and attention to detail
  • Capable of working under pressure
  • Confident and skilled in the use of computer software packages including - MS Outlook, Word, Excel and PowerPoint 

 

Relevant Experience:

 

  • Minimum four years’ experience in a client facing role within a trustee / corporate service provider would be preferred
  • Experience in working with different jurisdictions and dealing with external service providers, professional and third parties from different countries
  • Good understanding of basic financial and accounting concepts and of the  corporate service provider/fiduciary industry at large
  • Good understanding of basic legal documentation and company secretarial services/duties
  • Good understanding of cross-border dynamics affecting clients operating across several jurisdictions.

 

Education / Memberships :

 

  • Educated to degree standard and/or a substantial work experience in client relations
  • STEP or ICSA qualification desirable 

 

Company Benefits:

 

  • Hybrid working
  • 7% employer pension  rising to 8% in April 2025, 3% employee contribution.
  • 25 days per annum with the ability to buy 5 additional days in January each year
  • 1 days Birthday Leave to be taken in the month of your birthday
  • Private Health Insurance and cash plan
  • 4 x Life Assurance
  • Group income protection 75% salary after 26 weeks long term sick
  • Discretionary Bonus

 

If you are excited about working with us, we encourage you to apply or have a confidential chat with one of our Talent Acquisition team members. Our goal is to make this a great place to work where all our people can thrive. We hope you join us on this exciting journey!

Location: 

GB


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