Client Relationship Specialist (Fintech)

Location: Malaysia office; relocation support is available for the candidate and family

Company

hirify.global is a global fintech trading broker serving more than one million clients with over 2,000 employees across 13 countries.

What you will do

• Manage a defined portfolio of clients requiring detailed monitoring and proactive relationship engagement.
• Communicate with clients through calls, chats, email, callbacks, and face-to-face interactions.
• Identify early churn and risk signals, escalate concerns, and resolve client issues efficiently.
• Maintain accurate client profiling data and prepare Source of Funds and Source of Deposit documentation.
• Validate client information through direct interaction, documentation, and open-source checks.
• Collaborate with operations, compliance, and support teams to ensure smooth onboarding and compliant service.

Requirements

• Bachelor’s degree.
• At least 2 years of experience in client relationships or another client-facing financial-services role.
• Experience with Salesforce, Tableau, and reporting tools.
• Strong understanding of financial products, client lifecycle requirements, AML, KYC, and risk standards.
• Native Chinese and English communication skills are required.
• Strong problem-solving, presentation, influencing, analytical, and multitasking skills.

Nice to have

• Investment licenses or financial certifications such as CFA, CFP, or Series licenses.

Culture & Benefits

• Full relocation support including flights, housing, visas, and legal assistance for the candidate and family.
• Family health insurance covering medical, dental, vision, mental health, and life insurance.
• Learning opportunities including external courses, English lessons, and career and leadership development.
• Education allowance for school and kindergarten fees.
• 21 working days of annual leave, public holidays, and fully paid sick, maternity, and paternity leave.
• Meal and transport allowance, gym membership, wellness allowance, employee share scheme, and additional holiday travel coverage after one year.

Hiring process

• 30-minute recruiter introduction call.
• English check, capability tests, and a five-day test task.
• 60-minute final interview with the team.