Relationship Manager, Global Incorporations (Hybrid)

VISTRA

Hong Kong

Hybrid

HKD 420,000 - 640,000

Full time

8 hours ago
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Benefits offered by this job

Flexible hybrid work
Birthday leave
Medical insurance
Dental coverage
Wellness allowance
Competitive annual leave

Job summary

Vistra is seeking a Senior Associate, Relationship Management, Global Incorporations for its Hong Kong office. You will manage and grow portfolios, identify upsell opportunities, and coordinate with various Vistra units to deliver seamless client experiences.

A strong client focus and KYC compliance are essential. The role welcomes fresh graduates and requires a degree in Business Admin, Accounting & Finance, or Corporate Governance, with fluency in English, Putonghua, and Cantonese.

Qualifications

  • Degree in Business Administration, Accounting & Finance, or Corporate Governance.
  • Minimum 1 year of relationship management experience, ideally from corporate services, accounting, and registered agent sectors.
  • Fresh Graduate is welcome to apply.
  • Knowledge in corporate services is an advantage.
  • Excellent communication and negotiation skills.
  • Proficient in written and oral English, Putonghua and Cantonese.

Responsibilities

  • Maintain, develop, and grow existing portfolios.
  • Identify and maximize upsell/cross-sell opportunities where applicable.
  • Collaborate with Vistra Business Units to identify cross-selling opportunities.
  • Prepare proposals, presentations, service plans and reports for clients.
  • Ensure Vistra's KYC requirements are met on boarding and reviews.
  • Work with client solution and compliance teams for seamless customer experience.
  • Expand business networks and market awareness.
  • Undertake additional tasks as assigned by superiors.

Skills

Relationship management
Client servicing
CRM/Salesforce
Communication & negotiation
Upselling & cross-selling
Languages: English, Putonghua, Canton

Education

Business Admin / Accounting & Finance / Corporate Governance

Tools

Salesforce

Job description

Vistra is seeking a Senior Associate, Relationship Management, Global Incorporations for its Hong Kong office. You will manage and grow portfolios, identify upsell opportunities, and coordinate with various Vistra units to deliver seamless client experiences.

A strong client focus and KYC compliance are essential. The role welcomes fresh graduates and requires a degree in Business Admin, Accounting & Finance, or Corporate Governance, with fluency in English, Putonghua, and Cantonese.

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