VISTRA

Assistant Manager, Relationship Management – Global Incorporations

VISTRA

full-time

Posted on:

Location Type: Office

Location: Hong Kong • 🇭🇰 Hong Kong

Visit company website
✨ AI Apply
Apply

Job Level

Mid-LevelSenior

About the role

  • Maintain, develop, and further grow existing portfolios
  • Identify and maximize upsell/cross-sell opportunities where applicable
  • Working closely with other Vistra Business Units to identify cross-selling opportunities
  • Prepare proposals, business presentation, detail service plans and reports for prospective and existing clients
  • Ensure Vistra’s KYC requirements are effectively met during onboarding stage and periodical review
  • Working closely with the client solution and compliance teams to ensure seamless customer experience
  • Further expand business networks and enhance awareness in the market
  • Undertake additional tasks as assigned by superiors

Requirements

  • Degree holder in Business Administration, Accounting & Finance, or Corporate Governance
  • Minimum 4 years of relationship management experience, ideally from corporate services, accounting, and registered agent sectors
  • Knowledge in corporate services is an advantage
  • Strong focus on client servicing
  • Self-motivated, attention to detail and the ability to think creatively and solve problems
  • Proven track record in client acquisition
  • Excellent communication and negotiation skills
  • Systematic use of commercial reporting and CRM/Salesforce is highly preferred
  • Proficient in written and oral English, Putonghua and Cantonese
Benefits
  • flexible hybrid working arrangement
  • birthday leave
  • comprehensive medical insurance and dental coverage
  • wellness allowance
  • competitive annual leave entitlement
  • internal mentorship program
  • reimbursement for professional membership fees for certifications like CA or ACCA

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
relationship managementclient acquisitioncorporate servicesaccountingfinancecorporate governance
Soft skills
client servicingself-motivatedattention to detailcreative thinkingproblem solvingcommunicationnegotiation
Certifications
degree in Business Administrationdegree in Accountingdegree in Financedegree in Corporate Governance