Assistant Manager, Assistant Relationship Management, Company Formation

Requisition ID:  6641

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 LinkedIn Life page and our About us page 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.   


Our opportunity for you:


We have an exciting opportunity for an experienced professional to join the Company Formation team on a full-time basis


Purpose of the role:

This role is to is to support our Relationship Managers to ensure that all internal sales delivery processes are handled in an efficient and effective manner



This role will handle and support the sales delivery process regarding orders for companies incorporated in different offshore jurisdictions, involving email/telephone contact with clients, and the issuance of job quotations to clients


Key responsibilities:

  • To work as a central co-ordinator between Relationship Management, internal operations (Formations/Technical Services/Technical Advisory/Client Acceptance), and as necessary, other Vistra offices
  • To assist in completion of New Incorporation forms, before returning for review and/or sign-off by clients
  • To handle collection from clients of KYC forms, due diligence documents, and attend to the necessary commercial checks and internal system reviews, prior to passing to Client Acceptance team
  • To handle client’s initial stage enquiries for technical services as may be required for their offshore company(ies)
  • To handle incoming payment/cheques (COD) and update cheque lists for Finance
  • To deal with relevant system updates e.g. change of administrator/change of client contact details
  • To handle any ad hoc duties, as assigned from time to time


Attributes & Skills:

  • Willingness to learn • Polite and helpful, with positive attitude towards client-servicing
  • Ability to work independently and under pressure.
  • Able to form an effective part of a larger Vistra team
  • Self-motivated, well-organized and detail-minded
  • Good interpersonal skills and willing to take-on challenges 
  • Knowledge of company incorporations processes, would be an advantage
  • Good Command of Excel, Work, Outlook, and PowerPoint
  • Working knowledge of ViewPoint/ SAP would be an advantage 
  • Good written and oral fluency in both English and Mandarin


Relevant experience:

  • At least 4 years of customer service/account servicing experience


Education/Professional Qualifications:

  • Degree holder in Business Administrative or any related discipline


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!



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.


Causeway Bay, Hong Kong Island, HK

Department:  Commercial (B104002)

Job Segment: Compliance, Relationship Manager, Assistant Manager, Recruiting, ERP, Legal, Customer Service, Management, Human Resources, Technology