Relationship Manager, Global Incorporations - Sr. Associate

VISTRA; Hong Kong; Hybrid; HKD 420,000 - 620,000; Full time

Benefits offered by this job

Flexible hybrid work

Medical insurance

Dental coverage

Wellness allowance

Annual leave

Mentorship program

Professional memberships

Job summary

Vistra in Hong Kong is seeking a Senior Associate in Relationship Management for Global Incorporations to manage and grow client portfolios, drive cross-selling opportunities, and collaborate with cross-functional teams.

You will maintain strong client relationships, ensure smooth onboarding and ongoing service, and work with the support teams to deliver tailored corporate solutions. This role offers a hybrid work arrangement and growth within a global business services firm.

Qualifications

• Degree holder in Business Administration, Accounting & Finance, or Corporate Governance.
• Minimum 1 years of relationship management experience, ideally from corporate services, accounting, and registered agent sectors. Fresh Graduate is also welcome to apply!
• 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.

Responsibilities

• 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 on boarding 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.

Skills

Relationship management

Client acquisition

CRM/Salesforce

Communication

English

Putonghua

Cantonese

Education

Bachelor's degree in Business Administration or related field

Tools

CRM platform

Job description

Vistra in Hong Kong is seeking a Senior Associate in Relationship Management for Global Incorporations to manage and grow client portfolios, drive cross-selling opportunities, and collaborate with cross-functional teams.

You will maintain strong client relationships, ensure smooth onboarding and ongoing service, and work with the support teams to deliver tailored corporate solutions. This role offers a hybrid work arrangement and growth within a global business services firm.