Lead Private Wealth Trusts & Client Services

Vistra; United States Virgin Islands; On-site; USD 100,000 - 170,000; Full time

Job summary

Vistra is seeking a Lead Associate in Private Wealth to manage a portfolio of trusts and corporate structures, reporting to the Executive Director. You will deliver high-quality client service, oversee day-to-day trust administration, and support business development while guiding junior team members.

The role requires strong knowledge of BVI trusts and corporate structures, excellent communication, and the ability to handle multiple priorities in a regulated fiduciary environment.

Qualifications

• STEP qualification or degree in law, finance, accounting, trust administration, or related field.
• 3-5 years of experience in trust and corporate administration within a regulated fiduciary environment.
• Strong knowledge of BVI trusts, companies, and regulatory requirements.

Responsibilities

• Manage a portfolio of trusts and companies, including internal and external clients.
• Provide guidance to junior team members on client matters and administration.
• Maintain client relationships and respond promptly to inquiries and needs.

Skills

Client relationship

Regulatory compliance

Attention to detail

Multitasking

Team guidance

Education

STEP qualification

Law/Finance degree

Tools

Microsoft Office

Viewpoint

Job description

Vistra is seeking a Lead Associate in Private Wealth to manage a portfolio of trusts and corporate structures, reporting to the Executive Director. You will deliver high-quality client service, oversee day-to-day trust administration, and support business development while guiding junior team members.

The role requires strong knowledge of BVI trusts and corporate structures, excellent communication, and the ability to handle multiple priorities in a regulated fiduciary environment.