Senior Manager, Trust Relationship Management (Private Client)

vistra trust (singapore) pte. limited; Singapore; Hybrid; SGD 180,000 - 240,000; Full time

Benefits offered by this job

Flexible hybrid working

Birthday leave

Comprehensive medical insurance

Dental coverage

Wellness allowance

Annual leave entitlement

Mentorship program

Professional membership reimbursement

Job summary

Vistra in Singapore seeks a Senior Manager, Trust Relationship Management to lead trust administration and client relationship activities for a complex client portfolio. The role focuses on delivering comprehensive trust and corporate services, signatory responsibilities, and overseeing onboarding from a fiduciary perspective.

Ideal candidates have 8+ years in trust, a relevant degree, and professional qualifications (STEP/Chartered Secretary/ICA).

Qualifications

• 8+ years of trust experience or equivalent in trust administration.
• Bachelor's degree or equivalent in Finance, Law, Business Administration, or related discipline.
• Mandatory professional qualifications (STEP, Chartered Secretary, CAMS, ICA, etc.).
• Experience in client relationship management in Private Client industry.
• Develop and maintain product knowledge to deliver full trust and corporate services.
• Strong knowledge of trust and corporate structures.

Responsibilities

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

Skills

Client relationship mgmt

Fluent English

Mandarin ability

Education

Bachelor's degree in Finance/Law/Business

STEP/Chartered Secretary/ ICA qualifications

Job description

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 aSenior Manager, Trust Relationship Management. 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 opportunitieswhile ensuring client satisfaction
• Serve as a “B” signatory for the trust company
• Involve 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 8 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 client.
• 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 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.