Assistant Manager, Client Onboarding (Taiwan Based)

TL;DR

Assistant Manager, Client Onboarding (Taiwan Based): Provide institutional client take-on and product launch support for the Taiwan and AP business with an accent on coordinating client transitions, change management events, and cross-functional execution across operations, legal, compliance, finance, and investments. Focus on ensuring effective onboarding of globally managed mandates and improving onboarding and transition processes for accuracy and detail under pressure.

Company

hirify.global is a global investment management firm providing a range of investment strategies and vehicles for clients worldwide.

What you will do

• Coordinate effective take-on of globally managed mandates for institutional clients in AP by working with clients, custodians, and internal partners (Sales, Client Relations, Investments, Legal, Compliance, Finance, Operations).
• Support product launches in the AP region by partnering with trustees, administrators, and custodians.
• Coordinate change management events, including transitions between custodians and legal documentation amendments.
• Identify process improvements in client transition and onboarding and recommend/implement changes where possible.

Requirements

• University degree, ideally in Accounting, Finance, or Business.
• Minimum 4 years of experience in asset management or a financial services firm; transitions/onboarding experience is highly desirable.
• Strong knowledge of the asset management industry and related functions (Legal, Compliance, Investments, Operations), including unit trust and segregated account operations.
• Strong written and verbal communication in English and Chinese.
• Ability to manage conference calls, work under pressure, prioritize proactively, and work autonomously with attention to accuracy and detail.
• Hold Securities Investment Trust & Consulting Professionals OR Senior Broker License.

Culture & Benefits

• Hybrid work schedule: work in the designated office at least four days a week, with one day working outside an hirify.global office.
• Generous annual leave plus flexible paid time off.
• Learning and development programs.
• Health and wellbeing benefits and Parental Leave benefits.
• Employee stock purchase plan (if applicable in your region).

Hiring process

• Apply directly for the role via the hirify.global Careers portal.