Associate - Private Wealth & Corporate

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 Associate – Private Wealth & Corporate. Reporting to the Senior Manager, Private Wealth and Corporate, this full-time and permanent position is based in United Kingdom and offers regional coverage, allowing you to make a significant impact to our Private Wealth and Corporate Department and it’s growth.

Purpose of Role

• Assist the Senior Manager with the management and daily administration of a complex

• portfolio of private and corporate clients operating within multiple sectors with and taking ownership pf the client relationships.

• 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 Vistra

• Identify resources within Vistra 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/Technical Skills

• 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 three 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 and Professional Qualification

• Educated to degree standard and/or a substantial work experience in client relations

• STEP or ICSA qualification desirable

Company Benefits

• 25 days annual leave per annum

• Individual private medical insurance cover

• Health cash plan

• Pension: 3% employee and 7% employer contribution, increasing from April 2025 to 8% employer

• Life Assurance 4x Salary

• Group income protection

• Season ticket loan

• Ride to work scheme

• A day’s birthday leave

• Ability to buy up to one week’s annual leave per year