Job Title
Assistant Manager, Fiduciary & Corporate Services
Location
Mumbai
(working UK business hours)
Purpose of Role
Assist the Manager and the UK team with the management and daily administration of a complex portfolio of private and corporate clients operating within multiple sectors and taking ownership of the client relationships.
Scope
This role sits within the UK Private Wealth & Corporate team and is based in the Mumbai Global Delivery Hub. It will operate as an integrated extension of the UK team, supporting service delivery, knowledge sharing and capability building.
Key Responsibilities
- Support the Manager and the wider team with the administration of a portfolio of UK and international clients, ensuring a consistently high standard of service delivery and client satisfaction.
- Build and maintain solid relationships with clients, UK-based stakeholders, and internal teams,
- Manage day-to-day client communications professionally and proactively, ensuring client requests, queries, deadlines, progress updates,
and associated costs are handled efficiently and transparently.
- Liaise confidently with senior management, directors, and other key stakeholders regarding client operations and matters relating to entities for which corporate administration, directorship, or trustee services are provided.
- Support the full client lifecycle, including onboarding, ongoing administration, periodic reviews, and client exits, ensuring all Know Your Customer (KYC), Customer Due Diligence (CDD), and Anti-Money Laundering (AML) requirements are met in accordance with regulatory standards and internal policies.
- Maintain accurate client records and compliance documentation, proactively monitoring outstanding CDD requirements and escalating any concerns relating to potential financial crime, regulatory breaches, or risk matters to the appropriate Compliance teams.
- Collaborate closely with colleagues across the UK team, the GDH, Compliance, Finance, and Opera
📌 Assistant Manager, Fiduciary (Gpo)
🏢 VISTRA
📍 Gpo