Jake Williams

Senior Associate @ Vistra

About Jake Williams

Jake Williams is a Senior Associate at VISTRA in Guernsey, where he has worked since 2021. He holds a Diploma in Higher Education in Adult Nursing from the University of East Anglia and an ACMI in Management and Leadership from the Chartered Management Institute.

Work at Vistra

Jake Williams has been employed at Vistra since 2021, serving as a Senior Associate. His role involves providing support and expertise in various client services. Based in Guernsey, he has contributed to the firm's operations for three years, focusing on delivering quality service to clients.

Previous Experience in Trust and Pension Services

Prior to joining Vistra, Jake Williams worked at Overseas Trust and Pension as a Team Leader for Private Clients from 2017 to 2019. He managed a team and oversaw client accounts, enhancing his experience in the trust and pension sector. Following this role, he served as a Trust Officer at Kleinwort Hambros from 2019 to 2021, where he continued to develop his skills in client management and trust services.

Education and Expertise

Jake Williams studied Adult Nursing at the University of East Anglia, where he achieved a Diploma in Higher Education (Dip.HE). He furthered his education at the Chartered Management Institute, focusing on Management and Leadership, and earned the Associate Chartered Manager (ACMI) designation. This educational background supports his professional roles in management and client services.

Professional Background

Jake Williams has built a solid professional background in the financial services sector, particularly in trust and pension management. His career spans several years, with key positions held in reputable organizations in Guernsey. His experience includes leadership roles and direct client engagement, contributing to his comprehensive understanding of the industry.

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