Manager, Private Client

7 days ago

Singapur, Singapore Vistra Full time

Select how often (in days) to receive an alert: 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 . This is a full-time and permanent position based in our Singapore office. Key responsibilities: Primary scope of assisting new business onboarding at Business Development (BD) and effective transition to Trust Relationship Management (TRM) Assist BD in communicating and liaising with intermediaries/clients for onboarding purposes Engagement with 2 significant counterparts of TRM to effect smooth transition of PW solutions’ life cycle from onboarding to TRM; and Compliance to ensure that commercial activities and new business onboarding comply with relevant laws, regulations and internal policies and standards Managing end-to-end process in the establishment of Trust, including: Initial invoicing and fee recognition Review KYC information and documents for new client/intermediary onboarding purpose Prepare and review Trust establishment documents Incorporate or transfer Trust underlying company (ies) Ensure necessary company and regulatory filings are completed Ensure Trust documents are saved in data system Assist in initial opening bank accounts Assemble Trust kits for clients Prepare handover of structures to TRM team Co-ordinating and assisting in marketing activities / seminars Assist in assembling and maintaining of marketing materials Assist in preparation of regular or ad-hoc Group or Regional business reports Conduct ad hoc trainings to Shared Service Center Key requirements: STEP Diploma professional certification would be an advantage At least 8 years of relevant working experience Organized, meticulous, pro‑active Well‑developed interpersonal skills and strong relationship management skills Strong work ethics, professional, approachable, results oriented Knowledge of the trust regulatory and compliance regime Company Benefits: At our Singapore office, we believe in putting our employees’ well‑being first We offer a flexible hybrid working arrangement and birthday 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. I f 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 #J-18808-Ljbffr

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