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Senior Associate, Client Relationship Management, Corporate Services

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Onsite

Senior Associate, Client Relationship Management, Corporate Services

Vistra

Senior Associate, Client Relationship Management, Corporate Services

Skills

CRMSalesforceComplianceCorporate Governance

2 months ago

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Important information


Contract type:

Permanent

Location:

Hong Kong

Work mode:

Onsite

Published on:

14 August 2026

What they need


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 Relationship Management, Corporate Services. This role will bebased in our Vistra, Hong Kong office.

Key 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 presentation, detail service plans and reports for prospective and existing clients
  • Ensure Vistra’s KYC requirements are effectively met during on boarding 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.

Key requirements:

  • Degree holder in Business Administration, Accounting & Finance, or Corporate Governance
  • Minimum 2 years of relationship management experience, ideally from corporate services, accounting, and registered agent sectors
  • Knowledge of 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

Company Benefits:

At our Hong Kong office, we believe in putting our employees’ well-being first! We offer a flexible hybrid working arrangement and celebration 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 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!

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