Asset & Wealth Management, Wealth Management Professional - Outreach, Analyst / Associate, Hong Kong

Location: Hong Kong, Hong Kong; office-based role

Company

hirify.global is a global investment banking, securities, and investment management firm founded in 1869 and headquartered in New York, with offices around the world.

What you will do

• Support client onboarding, account maintenance, and remediation requests to ensure a satisfactory client experience.
• Act as the main point of contact for Sales teams and external clients regarding account documentation queries.
• Explain account documentation, Client Identification Program requirements, and regulatory requirements to clients.
• Review account documentation for accuracy and completeness in line with firm policies and regulatory requirements.
• Enter and maintain account-opening, maintenance, and remediation data in internal systems.
• Identify and implement process improvements.

Requirements

• 3–5 years of work experience, including previous client service experience.
• SFC Paper 1 licensing is required.
• Strong understanding of risk and control frameworks in operations.
• Strong interpersonal skills for establishing business and federation relationships.
• Ability to manage multiple tasks or projects and meet deadlines effectively.
• High self-initiative and willingness to challenge and improve processes.
• Strong teamwork skills and ability to work under pressure.
• High motivation and a results-oriented approach.

Nice to have

• Business-level Mandarin language skills.
• Previous client-facing experience.

Culture & Benefits

• Professional training and development opportunities.
• Firmwide professional networks and opportunities for personal and professional growth.
• Benefits, wellness, personal finance offerings, and mindfulness programs.
• Commitment to diversity, inclusion, and reasonable accommodations during the recruiting process.