Senior Private Wealth Trusts Lead & Client Advisor

Vistra; United States Virgin Islands; On-site; USD 90,000 - 130,000; Full time

Job summary

Vistra is seeking a Senior Associate, Private Wealth to manage a portfolio of trusts and corporate structures, directing day-to-day administration and high-quality client service. Report to the Executive Director and contribute to onboarding, onboarding efficiency, and business development.

The role requires strong technical knowledge of BVI trusts and entities, excellent client relationships, and the ability to manage multiple priorities in a regulated fiduciary environment.

Qualifications

• STEP qualification or degree in law, finance, accounting, trust administration, or a 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.
• Proficiency in Microsoft Office Suite and Viewpoint.

Responsibilities

• Administer a portfolio of internal and external clients, including trusts and companies.
• Provide guidance and oversight to junior team members.
• Act as a primary client contact, maintaining strong relationships and timely responses.
• Coordinate onboarding and new client structures with Directors and stakeholders.
• Ensure timely delivery of services and regulatory compliance.

Skills

Client relationships

Team leadership

Regulatory awareness

Education

STEP qualification or relevant degree

Tools

Microsoft Office

Viewpoint

Job description

Vistra is seeking a Senior Associate, Private Wealth to manage a portfolio of trusts and corporate structures, directing day-to-day administration and high-quality client service. Report to the Executive Director and contribute to onboarding, onboarding efficiency, and business development.

The role requires strong technical knowledge of BVI trusts and entities, excellent client relationships, and the ability to manage multiple priorities in a regulated fiduciary environment.