Assistant Manager, Private Client

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 Assistant Manager, Private Clients. Reporting to the Director, Head of Commercial, Private Clients China Private Wealth, this full time and permanent position is based in Shanghai/Beijing.

Requirements

1. Client Relationship Management

• Follow-up the trust establishment, starting from getting referral from partners to formally setup the trust.

• Work together with trust lawyers and tax lawyers and internally communicate with colleagues in compliance and trust management departments to facilitate with the trust establishment.

• Facilitate to fulfil trust related paperwork and documentation in a careful and patient manner.

• Develop and maintain strong long-term key clients’ relationships, understanding their needs and expectations, ensuring they are engaged in a professional and timely manner and capture the member-get-member opportunities.

• As a point of contact, face to face, verbal and written communication with clients, trust related parties on the most complex issues, in a professional and timely manner.

• In-depth knowledge of clients’ wealth and family circumstances being a source of formal and informal advice for trust related parties and clients where required.

2. Institutional Relationship Management

• Expand cooperative relationships with institutions, include but not limited to, tax advisors (big four), law firms, family offices, wealth management institutions, asset management companies, etc.

• Participate in forums, panels, and road shows to deliver presentations, sharing insights with potential clients and business partners.

3. Financial Management

• To deliver or exceed allocated New Business Revenue target.

4. Risk Management/Compliance

• Ensure licensed Vistra entities remain compliant with prevailing local and international legislation.

• Comply with compliance requirements and adapt to an AML/CFT culture.

5. People and Operational Management

• To maintain own fiduciary specialist knowledge as well as knowledge of products and those of the intermediary/wealth management market in general.

Qualifications

• Minimum bachelor's degree preferably in finance

• Minimum 2 years relevant working experience, preferably in professional or financial services industry

• Previous business development experience and proven track record of meeting and exceeding sales targets

• Professional proficiency in oral and written English and Chinese (Mandarin) is a must

• Ability to identify client needs and market trends

• Strong communication skills with the ability to provide non-technical explanations to technical matters, and summarize and present information in a clear, concise and accurate written and verbal format

• Self-motivated and ability to think outside the box to solve client’s issues

Company Benefits:

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

We provide comprehensive medical insurance and competitive annual leave entitlement to support your well-being and time to recharge or explore your passions out of work.

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!