Rebecca T.
About Rebecca T.
Rebecca T. is the Director of Private Wealth at VISTRA, a position she has held since 2023. She has extensive experience in private banking, having previously worked at UBS, NAB, and DBS Bank.
Current Role at Vistra
Rebecca T. serves as the Director of Private Wealth at Vistra, a position she has held since 2023. In this role, she is responsible for managing private wealth services, focusing on delivering tailored financial solutions to clients. Her expertise in wealth management contributes to the strategic direction of the firm, ensuring that client needs are met with precision and care.
Previous Experience at UBS
Before joining Vistra, Rebecca T. worked at UBS as an Associate Director from 2016 to 2023. During her seven years at UBS, she developed extensive experience in private banking and wealth management. Her role involved advising high-net-worth clients and managing their investment portfolios, which enhanced her skills in client relationship management and financial strategy.
Experience at NAB and DBS Bank
Rebecca T. has a background in private banking, having worked at NAB as a Private Client Associate from 2013 to 2015. This two-year tenure allowed her to build foundational skills in client service and financial advisory. Additionally, she briefly worked at DBS Bank as an Assistant Relationship Manager in 2016, where she further honed her expertise in private banking for a period of five months.
Education and Expertise
Rebecca T. earned her Master of Science (MSc) degree from Nanyang Technological University, studying from 2016 to 2017. This advanced education provided her with a solid foundation in financial principles and wealth management strategies, which she applies in her professional roles. Her academic background complements her extensive experience in the financial services industry.