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2 дня назад

Institutional Client Account Associate/ Institutional Client Account Manager (Asset Management)

Формат работы
onsite
Тип работы
fulltime
Английский
b2
Страна
China
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Institutional Client Account Associate/ Institutional Client Account Manager (Asset Management): Delivering institutional client service across the Greater China region with an accent on portfolio servicing, issue resolution, onboarding, and relationship management. Focus on coordinating complex account activities, leading portfolio reviews, resolving operational incidents, and maintaining regulatory and control standards.

Location: Hong Kong

Employment type: Full time

Company

hirify.global is a forward-thinking asset manager that builds client partnerships through investment strategies, market insights, and global expertise.

What you will do

  • Manage day-to-day institutional client account servicing across the Greater China region.
  • Respond to client inquiries and resolve custodian, agreement, reporting, settlement, error, breach, and operational issues.
  • Partner with Sales and internal stakeholders on client meetings, training, marketing events, portfolio reviews, and asset retention initiatives.
  • Coordinate portfolio review meetings and prepare presentation materials with relevant stakeholders.
  • Support new client onboarding and account opening, including KYC processes.
  • Drive client service initiatives, best practices, internal controls, regulatory compliance, and audit readiness.

Requirements

  • At least 5 years of client service or related experience in a client-facing financial services role serving institutional clients.
  • Experience in asset management client services is preferred.
  • Experience collaborating across diverse cultures, multiple time zones, and cross-functional environments.
  • Strong problem-solving, issue-resolution, organizational, prioritization, and follow-through skills.
  • Excellent verbal and written communication skills in English, Mandarin, and Cantonese are required.
  • Willingness and ability to travel within the region as required.

Nice to have

  • Relevant SFC Type 1 and/or Type 4 licenses.
  • Additional language proficiency.

Culture & Benefits

  • Inclusive, welcoming, and supportive work environment.
  • Global and culturally diverse business with opportunities to contribute to client success.
  • Collaboration with internal and external stakeholders across multiple locations.

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