Assistant Manager, Relationship Management, Global Incorporation
Vistra
Hong Kong, HK
On-site
Client acquisition track record
Client servicing focus
Business development networks
Maintain, develop, and further grow existing portfolios by identifying and maximizing upsell/cross-sell opportunities
Job Summary
Maintain, develop, and further grow existing portfolios by identifying and maximizing upsell/cross-sell opportunities.
Ensure Vistra’s KYC requirements are effectively met during onboarding and periodical review, working closely with client solution and compliance teams.
Vistra offers a flexible hybrid working arrangement, celebration leave, comprehensive medical and dental coverage, wellness allowance, and competitive annual leave.
Matching Summary
Maintain, develop, and further grow existing portfolios by identifying and maximizing upsell/cross-sell opportunities.
Skills & Requirements
Must-have
client acquisition track record
client servicing focus
business development networks
KYC requirements met
Nice-to-have
progress without friction
continuous learning
teamwork and action
Key Requirements
Minimum 4 years of relationship management experience
Degree holder in Business Administration, Accounting & Finance, or Corporate Governance