Senior Associate, Client Onboarding

3 days ago

Singapore Vistra Full time

Overview
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
Private Client
team as
Senior Associate, Client Onboarding , based in our
Vistra, Singapore
office. This is a full-time and permanent position.
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 (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
Key requirements
Degree in Finance
STEP Diploma professional certification would be an advantage
3-4 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.
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