Assistant Manager, Client Onboarding

1 week ago

Singapore VISTRA Full time

Assistant Manager, Client Onboarding (Trust)

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 Private Client team as Assistant Manager, Client Onboarding , based in our Vistra, Singapore office. This is a full-time and permanent position.

Overview

We have an exciting opportunity to join Vistra in Singapore as Assistant Manager, Client Onboarding (Trust). This role is part of the Private Client team and focuses on onboarding and transition to Trust Relationship Management (TRM).

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 (a) TRM to effect smooth transition of PW solutions' life cycle from onboarding to TRM; and (b) 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
  • Assist in preparation of regular or ad-hoc Group or Regional business reports
  • Conduct ad hoc trainings to Shared Service Center

Qualifications

  • Degree in Finance
  • STEP Diploma professional certification would be an advantage
  • 4-6 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

Company Benefits

At our Singapore office, we believe in putting our employees' well-being first We offer a flexible hybrid working arrangement and birthday 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 fees for certifications like CA, or ACCA, ensuring you stay ahead in your field.

Job details

  • Seniority level: Associate
  • Employment type: Full-time
  • Job function: Administrative, Customer Service, and Finance
  • Industries: Business Consulting and Services, Funds and Trusts, and Financial Services

We're keeping this opportunity focused on the role and its requirements. If you are excited about working with us, we encourage you to apply or consult with our Talent Acquisition team.

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