Onsite Assistant Manager, Relationship Management

Posted 37 minutes ago

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About the role

  • Assistant Manager managing relationships in global incorporations for Vistra, enhancing client experiences and expanding business networks. Collaborating with compliance teams and preparing proposals for clients.

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 presentations, detail service plans and reports for prospective and existing clients
  • Ensure Vistra’s KYC requirements are effectively met during onboarding 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

Requirements

  • Degree holder in Business Administration, Accounting & Finance, or Corporate Governance
  • Minimum 4 years of relationship management experience, ideally from corporate services, accounting, and registered agent sectors
  • 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

Benefits

  • Flexible hybrid working arrangement
  • Celebration leave
  • Comprehensive medical insurance and dental coverage
  • Wellness allowance
  • Competitive annual leave entitlement
  • Internal mentorship program
  • Reimbursement of professional membership fees for certifications

Job title

Assistant Manager, Relationship Management

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

OnsiteHong Kong

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