Senior Associate, Client Acceptance

Singapore, Singapore

Job Description


Each one of us brings something different to Vistra, working as one team to deliver the right solution.That\'s why our clients choose to work with us - the power of our combined skills makes us unstoppable.Vistra offers a unique platform for our clients and our people to seize the world of opportunities.At the heart of everything we do are our core values:Committing to clients, Working as ONE Vistra, Empowering people and Doing the Right thing.

Why Vistra

At Vistra, we believe our clients\' businesses and people can make a difference in the world. That\'s why our work is focused on helping our clients act with confidence and speed to seize opportunity wherever it arises. As a global corporate service provider and fund administrator with more than 5,000 professionals in over 45 jurisdictions, we empower legal entities globally to work smarter, grow faster, act responsibly, protect capital and scale across borders - by doing what we do best: reducing risk and enhancing efficiency.

We support our clients over six sectors: Private Equity, Real Estate, Capital Markets, Corporate, Company Formation and Private Wealth and deliver value across three service lines:

  • Governance, Risk and Compliance
  • Advisory and Transaction Support
  • Finance, Accounting and Administration
We grow when you grow, and we succeed when we work together across boundaries and borders, as one team. So, our promise to our clients is the same to you: working together, we will give you the confidence, the tools and the support to achieve your ambitions and leverage your unique skills - to seize your opportunity and help make a difference in the world.

You can also check out our and our to get a sense of Vistra\'s culture and our values.

So, what do you think? If you are excited about working with us and think you can get the job done but not quite sure if you meet all the requirements 100%, we want to encourage you to give it a try OR have an informal chat with one of our Talent Acquisition representatives.

Vistra is Accredited Training Organization (ATO) certified.

Our opportunity for you:

We have an exciting opportunity for an experienced professional to join

Vistra Trust (Singapore) on a full-time basis.

This role reports to the Head of Client Acceptance.

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
  • TRM to effect smooth transition of PW 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
  • Review onboarding pack and provide risk assessment and onboarding assessments in accordance with internal policies
  • 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 Center
Attributes & Skills:
  • 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
Relevant experience:
  • 3 - 5 years of relevant working experience
Education/Professional Qualifications:
  • Degree holder
  • STEP Diploma professional certification would be an advantage
Join US!

Our promise to our clients is simple: we help them seize opportunity and make a difference in the world. It\'s the same to you.

Make a difference - seize your world of opportunity with Vistra!

LET\'S GROW TOGETHER.

Bring Your Whole Self to Work

We\'re passionate about Diversity and Inclusion at Vistra.We believe that everyone is equal and unique, and by embracing diversity it makes us better company.This creates an environment where anyone, from any background, can do their best work; Vistra is for the ambitious, the entrepreneurial, the bold.

Location:

HK

Department: Private Wealth (B109007)

Vistra

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Job Detail

  • Job Id
    JD1344783
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Singapore, Singapore
  • Education
    Not mentioned