Senior Trust Officer, Private Wealth

Requisition ID:  6251

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 6,000 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 Jersey is currently recruiting for a Senior Trust Officer, Private Wealth who will be responsible for the administration and client service of a portfolio of high net worth clients. This is an opportunity to join a friendly and supportive team in a fast paced, entrepreneurial and growing business. We offer excellent career development opportunities both locally and globally and have exciting plans for 2023 under the leadership of our new CEO, Simon Webster.


Key Responsibilities:

  • Responsible for the efficient day-to-day management of all client affairs in accordance with the terms of the appointment including the maintenance of all relevant Trust/Company records within an assigned portfolio
  • Assist and supervise junior team members with the administration of their portfolios
  • Manage the administration and client service of a portfolio of high net worth clients
  • Consider client requests in consultation with file Manager/Director on technical and legal matters or any sensitive issues where appropriate
  • Responsible for the efficient day-to-day management of all client affairs in accordance with the terms of the appointment including the maintenance of all relevant Trust/Company records within the portfolio
  • Arrange the opening and closing of bank accounts and liaison with relevant banks in relation to transactions
  • Complete all tasks that arise as a result of the annual and periodic client reviews and other internal control reviews in a timely and efficient manner
  • Provide ongoing cash management in respect of the client portfolio including monitoring of cash balances, fixed deposits and overdrafts
  • Maintain an awareness of the performance of clients’ investment portfolios against stated benchmarks, bringing any potential problems to the attention of the File Manager/Director
  • Provide on the job training and assistance as required for junior and new team members
  • Comply with all local regulatory and AML/CFT requirements
  • Comply with all Group policies and procedures relevant to the role
  • Report suspicious transactions to the MLRO or equivalent duly designated person


Relevant Experience & Skills:

  •  3-5 years’ experience in trust and company administration
  • Thorough working knowledge of Trust and Company Administration, to include relevant legislation, regulation and sound understanding of basic accounting
  • Ability to recognise and respond to risk situations and remain up to date with appropriate legislation and professional standards
  • Ability to develop strong relationships with clients, intermediaries and colleagues
  • Good communication and organisational skills
  • Team player
  • Accuracy and attenti0on to details
  • Ability to prioritise and meet deadlines, demonstrate responsiveness, provide a proactive approach to work and take initiative
  • Intermediate Microsoft Office skills


Professional Qualifications:

  • JFSC Category B, Table 4/ 5 qualification 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!



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.

Vistra (Jersey) Limited is regulated by the Jersey Financial Services Commission.



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