Global Relationship Management — Assistant Manager

Vistra; Hong Kong; Hybrid; HKD 520,000 - 800,000; Full time

Benefits offered by this job

Flexible hybrid working

Medical insurance

Dental coverage

Wellness allowance

Annual leave

Mentorship program

Membership fee reimbursement (CA/ACCA)

Job summary

Vistra is seeking an Assistant Manager, Relationship Management (Global Incorporations) in Hong Kong. You will manage and grow client portfolios, identify upsell opportunities, and collaborate with other Vistra units to deliver seamless cross-border services.

You will coordinate onboarding, ensure KYC compliance, and maintain high standards of client servicing. The role requires strong communication, negotiation skills, and fluency in English, Putonghua, and Cantonese, with a passion for

Qualifications

• Minimum4 years of relationship management experience in corporate services or related sectors.
• Degree in business administration, accounting and finance, or corporate governance.
• Knowledge of corporate services is an advantage.
• Strong focus on client servicing and communications.
• Proficient in English, Putonghua, and Cantonese.

Responsibilities

• Maintain, develop, and further grow existing portfolios.
• Identify and maximize upsell/cross-sell opportunities.
• Collaborate with Vistra Business Units to identify cross-selling opportunities.
• Prepare proposals, business presentations, detail service plans and reports for clients.
• Ensure Vistra’s KYC requirements are met during onboarding and reviews.
• Work closely with client solutions and compliance teams for a seamless experience.
• Expand business networks and raise awareness in the market.
• Undertake additional tasks as assigned by superiors.

Skills

Client servicing

Negotiations

CRM/Salesforce

Multilingual

Problem solving

Education

Business Administration

Accounting & Finance

Corporate Governance

Tools

Salesforce

Job description

Vistra is seeking an Assistant Manager, Relationship Management (Global Incorporations) in Hong Kong. You will manage and grow client portfolios, identify upsell opportunities, and collaborate with other Vistra units to deliver seamless cross-border services.

You will coordinate onboarding, ensure KYC compliance, and maintain high standards of client servicing. The role requires strong communication, negotiation skills, and fluency in English, Putonghua, and Cantonese, with a passion for