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
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