Manager, Private Client

Vistra; Singapore; On-site; SGD 70,000 - 100,000; Full time

Benefits offered by this job

Flexible hybrid working arrangement

Comprehensive medical insurance

Continuous learning and professional development support

Job summary

Vistra in Singapore seeks a Manager for Private Clients to oversee trust administration and foster client relationships. This role involves delivering a full suite of services, managing complex portfolios, and ensuring client satisfaction.

Candidates should possess at least 6 years of trust experience and a relevant Bachelor's degree. Additional benefits include comprehensive medical insurance, flexible working arrangements, and support for professional development.

Qualifications

• Minimum 6 years of trust experience or applicable trust administration experience.
• Strong work ethic and results-oriented approach.
• Inquisitive and self-motivated.

Responsibilities

• Deliver a full suite of trust administration and corporate services.
• Maintain and develop a portfolio of complex structures.
• Manage client relationships and identify new opportunities.

Skills

Client relationship management

Trust administration

Regulatory knowledge

Fluent English

Mandarin (advantage)

Education

Bachelor's degree in Finance, Law, or Business Administration

Professional qualifications such as STEP or CAMS

Job description

Manager, Private Client – This full-time and permanent position is based in Singapore.

Key responsibilities:

• Deliver a full suite of trust administration and corporate services to clients
• Maintain and develop a portfolio of complex structure and ongoing client relationship, with a view to identifying new opportunities while ensuring client satisfaction
• Serve as a “B” signatory for the trust company
• Involved in new business onboarding including review from SoWF (Source of Wealth and Funds) and fiduciary perspective.
• Efficiently and effectively lead and manage initiatives and projects
• Conduct regular review and analysis of business performance
• Comply with the Group’s internal control and audit standards
• Attend Vistra Group Marketing events and other social events as appropriate
• Manage ad hoc projects

Key requirements:

• Possess at least 6 years of trust experience or applicable trust administration experience
• Bachelor’s degree or equivalent in Finance, Law, Business Administration, or a related discipline
• Professional qualifications such as STEP (Trust and Estate Practitioner), Chartered Secretary or compliance-related qualifications (CAMS, ICA, etc.) are mandatory
• Experienced in client relationship management in Private Client industry
• Develop and maintain adequate product knowledge to deliver full suite of trust and corporate services to clients
• Strong technical knowledge of the trust and corporate structures
• Strong work ethic; professional, approachable, results oriented, decisive
• Strong relationship management skills
• Fluent written and spoken English. Ability to write and speak in Mandarin would be an advantage due to frequent interactions with Mandarin speaking clients
• Inquisitive, self‑motivated and able to inspire others to a high level of achievement
• Strong knowledge of the 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 celebration 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 reimburse professional membership fees for certifications like CA, or ACCA, ensuring you stay ahead in your field.