Assistant Manager, Client Relations (Institutional)

TL;DR

Assistant Manager, Client Relations (Institutional): Managing and enhancing relationships with institutional clients in the Greater China and Southeast Asia region with an accent on regulatory compliance, onboarding, and service delivery. Focus on coordinating between internal teams and clients, moderating performance reviews, and ensuring high-quality service execution.

Company

hirify.global is a leading independent global investment firm dedicated to rethinking possibilities for clients through diverse investment strategies and capabilities.

What you will do

• Develop a deep understanding of client organizational structures and investment priorities.
• Coordinate client requests and facilitate dialogue between clients and internal teams regarding reporting, fund operations, and investment reviews.
• Assist with AML documentation for new account onboarding and periodic refreshes.
• Independently moderate performance reviews and drive solutions for operational issues.
• Lead or support client relationship projects to enhance service quality.

Requirements

• 3+ years of experience in institutional client support within the financial services industry, preferably in asset management.
• Fluency in English, Cantonese, and Mandarin Chinese is required.
• Must hold an SFC License for RA 1 (Dealing in Securities).
• Strong analytical and organizational skills with attention to detail.
• Ability to work under pressure and meet tight timelines.
• Professional presence for face-to-face client review meetings.

Nice to have

• Chartered Financial Analyst (CFA) designation.
• Chartered Accountant (CA) qualification.

Culture & Benefits

• Hybrid work schedule (4 days in office, 1 day remote).
• Comprehensive health and wellbeing benefits.
• Generous annual leave and flexible paid time off.
• Learning and development programs.
• Parental leave benefits and employee stock purchase plan.