Assistant Manager, Trust Onboarding

VISTRA; Hong Kong; On-site; HKD 600,000 - 900,000; Full time

Benefits offered by this job

Flexible hybrid work

Birthday leave

Medical insurance

Dental coverage

Wellness allowance

Competitive annual leave

Mentorship program

Professional membership reimbursement

Job summary

Vistra Hong Kong seeks a Senior Trust Onboarding professional to support new client onboarding and seamless transition to Trust Relationship Management, reporting to the Head of Private Client, Hong Kong.

The role requires a Degree in Finance with 3–5 years of relevant experience, strong organization, and excellent relationship-building skills. STEP diploma is a plus; hybrid working and comprehensive benefits are offered.

Qualifications

• Bachelor-level degree in Finance or related field.
• STEP Diploma is a plus for the candidate.
• 3–5 years of relevant experience in trust/onboarding.
• Strong interpersonal and relationship-management abilities.

Responsibilities

• Assist new business onboarding with Business Development and transition to TRM.
• Coordinate onboarding with intermediaries/clients for smooth process.
• Engage with TRM to hand over structures from onboarding to ongoing management.
• Ensure compliance with laws, regulations and internal policies.
• Oversee end‑to‑end trust establishment: invoicing, fee recognition, KYC review, and document prep.
• Assist in opening bank accounts and assembling Trust kits; maintain data systems.

Skills

Interpersonal skills

Relationship management

Organized

Proactive

Work ethics

Education

Degree in Finance

STEP Diploma (advantage)

Job description

It’s never been a more exciting time to join our organisation. Tricor and Vistra have now merged to form one organisation, which means we’re now a powerhouse of over 9000 colleagues in 50+ jurisdictions across the globe. We’re seizing the opportunity to create a purpose‑led organisation that will unlock significant value for our business, our clients, and our people.

We have an exciting opportunity for you to join our team as Senior Trust Onboarding, based in our Vistra Hong Kong office. This is a full‑time and permanent position reporting to the Head of Private Client, Hong Kong.

Key Responsibilities:

• Primary scope of assisting new business onboarding at Business Development (BD) and effective transition to Trust Relationship Management (TRM)
• Assist BD in communicating and liaising with intermediaries/clients for onboarding purposes
• Engagement with 2 significant counterparts of
• TRM to effect smooth transition of PC solutions’ life cycle from onboarding to TRM; and
• Compliance to ensure that commercial activities and new business onboarding comply with relevant laws, regulations and internal policies and standards
• Managing end‑to‑end process in the establishment of Trust, including:
• Initial invoicing and fee recognition
• Review KYC information and documents for new client/intermediary onboarding purpose
• Prepare and review Trust establishment documents
• Incorporate or transfer Trust underlying company (ies)
• Ensure necessary company and regulatory filings are completed
• Ensure Trust documents are saved in data system
• Assist in initial opening bank accounts
• Assemble Trust kits for clients
• Prepare handover of structures to TRM team
• Co‑ordinating and assisting in marketing activities / seminars
• Assist in assembling and maintaining of marketing materials
• Assist in preparation of regular or ad‑hoc Group or Regional business reports
• Conduct ad hoc training to Shared Service Centre

Key Requirements:

• Degree in Finance
• STEP Diploma professional certification would be an advantage
• 3 - 5 years of relevant working experience
• Organized, meticulous, pro‑active
• Well‑developed interpersonal skills and strong relationship management skills
• Strong work ethics, professional, approachable, results oriented
• Knowledge of the trust regulatory and compliance regime

Company Benefits:

At our Hong Kong office, we believe in putting our employees’ well‑being first! We offer a flexible hybrid working arrangement and birthday leave.

Additionally, we provide comprehensive medical insurance and dental coverage, wellness allowance and competitive annual leave entitlement to support your well‑being and time to recharge or explore your passions out of work.

As advocates of continuous learning and professional development, we provide an internal mentorship program and reimburse professional membership fees for certifications like CA, or ACCA, ensuring you stay ahead in your field.