Institutional Business Relationship Manager (RM)

Location: Melbourne, Australia

Company

hirify.global provides public and private market investment strategies and serves institutional clients through investment, client service, and advisory teams.

What you will do

• Manage day-to-day coverage of institutional clients and support new business development, including meeting preparation, product targeting, roadshows, client requests, and follow-ups.
• Build and expand relationships with superannuation funds, asset consultants, insurance companies, and senior client representatives.
• Develop individual client relationship plans based on asset allocation preferences, portfolio needs, and potential investment opportunities.
• Coordinate portfolio reviews, investment due diligence, client onboarding oversight, offshore meetings, and portfolio manager roadshows.
• Identify cross-selling opportunities and improve client experience by connecting clients with portfolio managers, product specialists, and other investment teams.
• Support RFP production, CRM maintenance in Salesforce, industry conferences, and client coverage strategy projects.

Requirements

• 7–10 years of relevant institutional asset management experience, preferably covering multi-asset-class SMA and commingled fund products.
• Strong understanding of financial markets, portfolio construction, and the role of multiple asset classes in portfolios.
• Undergraduate degree in finance, economics, or a related discipline with strong academic achievement.
• Ability to build relationships across client organisations and global internal teams in a high-pressure environment.
• Strong analytical, problem-solving, organisational, communication, and follow-up skills.
• Proficiency in Microsoft Word, Excel, PowerPoint, Salesforce, and related systems; must have the right to work in Australia without current or future sponsorship.

Culture & Benefits

• Work autonomously while collaborating closely with Client Advisors and investment, marketing, legal, compliance, operations, and client service functions.
• Team-oriented environment with exposure to global investment teams and senior institutional clients.
• Opportunity to attend industry conferences, portfolio manager roadshows, client meetings, and investment due diligence sessions.
• Equal opportunity employment and accessibility support are provided.