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Senior Trust Officer/Assistant Manager Private Wealth, Contract 1 year

Requisition ID:  4216

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 STO/Assistant Manager Private Wealth, Contract 1 year role responsible for a set of Private Wealth client relationships and manage day-to-day service delivery needs, in accordance with the departments’ service standards and company policies and procedures.

 

Purpose of the role:

  • Director and Authorised Signatory of Vistra Nominee Companies as required
  • be support where appropriate the Jersey owner who has  responsibility for the service delivery of the Service;
  • manage and be responsible for select Service Delivery personnel who deliver this service to clients;
  • assist with the profitability and financial performance of the Service;
  • assist with the creation and meeting of industry beating SLAs, plus the KPI's to monitor performance against them for the Service;
  • assist with the process owner for the Service where required;
  • support sector heads with the client net promotor score.

 

Scope:

Responsible for a set of Private Wealth client relationships and manage day-to-day service delivery needs, in accordance with the departments’ service standards and company policies and procedures.

 

To proactively develop your existing client relationships and support new business commercial activities to develop new relationships.

 

Key responsibilities:

  • Manage ongoing contractual relationships and the operational delivery of services to clients for an account or group of accounts.
  • Serve as a primary point of contact for client relationships and ensure client satisfaction.
  • Manage the delivery of contracted services to clients to ensure that SLAs (service level agreements) and KPIs (key performance indicators) as defined in the relevant contracts are met or exceeded.
  • Ensure all work performed is invoiced on time and in line with client contracts.
  • Be jointly responsible with the finance function for any outstanding client debt.
  • Be responsible for the implementation of annual fee increases.
  • Support Service Delivery lead as a contact person for escalations and ensure client satisfaction.
  • Ensure the team builds and maintains strong relationships with clients as well as other teams and provides day-to-day assistance, advice and support.
  • Ensure the team has the appropriate level of technical expertise, qualifications and experience to provide the Service and ensures this remains up to date through CPD
  • Promote the organisation's capabilities to clients, identify sales opportunities to be forwarded to the relationship managers and achieve contract extensions or additional business within the account(s).
  • Support head of Service delivery for  the function  to ensure the improvement of our total service delivery to clients.
  • To participate and be involved in both regional and group initiatives and projects relevant to the Service where appropriate.

 

Attributes & Skills:

  • Excellent written and verbal communication.
  • Strong management skills with a drive to creating and instilling a high-performance culture.
  • Customer service oriented with a passion for consistently exceeding client expectation.
  • Keen eye for detail and ability to see and implement changes to process to improve service delivery to clients and improve profitability from the services provided.
  • Sound knowledge of software packages, i.e. Microsoft Office.
  • Sound knowledge of relevant regulatory requirements and standards.
  • To live and breathe Vistra Values.

Relevant experience:                                                                                                                      

Communication:

  • takes a leading role in clear and effective communication with department and across Vistra;
  • is a strong communicator to various stakeholders, including colleagues, clients, auditors and suppliers.                                                                                                                            

Team leadership qualities:

  • translates mission, strategy and policies into team actions;
  • communicates in such a way that organisation is energised and motivated;
  • ensures that all supporting issues are in place to execute the strategy;
  • propagates the Vistra policy and values (internal/external);
  • introduction and supervision of risk awareness at all levels in the business unit.

Individual leadership and delegating:

  • keeps team members responsible for performance and results, and emphasizes their own responsibility in monitoring progress;
  • measures performance in a clear and consistent way;
  • provides timely and clear feedback to improve performance and results;
  • supports and mentors his/her team members;
  • enables the team to realise objectives;

Presence during meetings:

  • is confident to take initiatives where needed and is able to chair meetings;
  • is able to contribute to a tactical solution in conflict situations

 

Education/Professional Qualifications:

  • Minimum 5 years relevant experience with at least 3 years at Senior Officer or Assistant Manager level
  • Ideally to hold JFSC Table 5 qualification

 

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.

 

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

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.

Location: 

JE, JE1 4TR

Department:  Private Wealth (B403107)


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