Senior Associate, Client Acceptance

Vistra; Singapore; Hybrid; SGD 60,000 - 80,000; Full time

Job summary

A global consulting firm in Singapore is seeking a Senior Associate for Client Acceptance to manage new business onboarding and ensure compliance with regulations. Ideal candidates will possess a degree in Finance, 3-5 years of experience, and strong interpersonal skills. This full-time position offers comprehensive benefits including flexible working arrangements and wellness support.

Benefits

Flexible hybrid working arrangement

Birthday leave

Comprehensive medical insurance

Wellness allowance

Competitive annual leave

Internal mentorship program

Qualifications

• 3 - 5 years of relevant working experience.
• Strong knowledge of trust regulatory and compliance regime.

Responsibilities

• Assist in new business onboarding at Business Development.
• Ensure compliance with relevant laws and internal policies.
• Manage end-to-end trust establishment process.
• Prepare and review trust establishment documents.

Skills

Organized

Meticulous

Pro-active

Interpersonal skills

Relationship management

Strong work ethic

Results oriented

Education

Degree in Finance

STEP Diploma certification

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, Client Acceptance, Reporting to the Head of Client Acceptance, Private Client. This is a full-time and permanent position based in our Singapore office,

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 PW 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 trainings to Shared Service Center

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 Singapore 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.

If you are excited about working with us, we encourage you to apply or have a confidential chat with one of our Talent Acquisition team members. Our goal is to make this a great place to work where all our people can thrive. We hope you join us on this exciting journey!