Client Acceptance Assistant Manager
Vistra · Hong Kong
A powerful combination
It’s never been a more exciting time to join our organisation. Tricor and Vistra have now merged to form one organisation, which means we’re now a powerhouse of over 9000 colleagues in 50+ jurisdictions across the globe. We’re seizing the opportunity to create a purpose-led organisation that will unlock significant value for our business, our clients, and our people.
We have an exciting opportunity for you to join our team as Assistant Manager, Trust Onboarding, based in our Vistra Hong Kong office. This is a full-time and permanent position reporting to the Head of Private Client, Hong Kong.
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
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- TRM to effect smooth transition of PC 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 Centre
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