Senior Associate, Relationship Management, Global Incorporation

VISTRA; Hong Kong; Hybrid; HKD 420,000 - 640,000; Full time

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

It's never been a more exciting time to join Vistra.

At Vistra our purpose is progress. We believe that our clients have the power to change the world and to do great things for global progress, and we exist to remove the friction that comes from the complexity of global business - to help our clients achieve progress without friction.

But progress only happens when people come together and take action. And We're absolutely committed to building a culture where our people can do just that.

We have an exciting opportunity for you to join our team as Senior Associate, Relationship Management, Global Incorporations based in our Vistra, Hong Kong office. This is a full-time and permanent position reporting to the Manager, Relationship Management, Global Incorporations.

Key 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.

Key requirements:

• 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.

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.