Canopy
AQUMON (HK)

AQUMON (HK)- Customer Relationship Manager / Executive

Entry Level
Hong Kong
Customer Relationship Manager / Executive
Back to Jobs

About Us

Aqumon brings affordability, simplicity and transparency to its professional investment services. The founders’ mission has always been to bring efficiency and lower costs to digital wealth management through a platform for Hong Kong citizens. This breaks through all the intermediaries. Their robo-advisor unique algorithm-based technology gives every client access to the best products with the best returns in the long run. These algorithms make sure clients’ portfolios are globally diversified

Who we're looking for

We are looking for a Customer Relationship Manager / Executive to join our team.

What you will be doing
  • Responsible for assisting the entire process associated with client on-boarding, including new account opening, documentation, and general account maintenance.
  • Assist with the Know Your Client (KYC) process and ensure all client-related activities are fully in compliance with the operational requirements.
  • Analyze client data and work with the team on strategically lowering the clients’ hurdles and improving the client experience.
  • Take prompt and appropriate actions to address clients’ daily needs and feedback.
  • Help develop new business channels that would grow client base in a scalable manner.
  • Provide market-oriented feedback to management and other departments (IT and Algo) on product improvement.
  • Learn the business and grow into a more sales-orientated role.
Who you are
  • 1-3 years related experience is preferred but fresh graduates welcomed.
  • Bachelor degree in Business, Economics or similar majors.
  • Good command of spoken and written in English and Cantonese, fluent in Mandarin is an advantage.
  • Strong problem-solving skills, detail orientated and ability to multi-tasking.
  • Proactive, driven and high-energy.
  • Interest in FinTech industry.

Sign in to Happyer

Help us Complete Your Profile

What's your full name?

What's your current position?

Please fill in all name and position fields.
Next

What is your current status

What is your career goal?

You can choose more than one goal

Learn new skills
Make a major career switch
Land a (new) job
Not totally sure...

Receive job alert emails

Please select your status and at least one career goal.
Next

Where would you like to work?

You can choose more than one location

I want to work in

What are you looking for next?

It’s okay if you’re not sure. We got you covered no matter what.

Please select at least one location, pick your experience level, and your career path in order to continue.
Next
Success! Your application is on it's way
.

We've sent a notification to the hiring manager with your profile details and resume.

Back to Job

Choose your "Quick Apply" resume

Be sure to complete your profile for best results. This is the final step of your application.

PDF, Doc, or Docx. 10MB maximum.
Confirm Application

"Quick Apply" or use a custom resume?

Quick ApplyCustom Resume
Taikoo Place Cambridge House, 979 King's Rd, Quarry Bay
Interested in working at
AQUMON (HK)
?

Related Positions

Deliveroo (HK)

Deliveroo (HK)- Editions Site Operations Associate, Expression of Interest

Editions Site Operations Associate, Expression of Interest
Hong Kong
OlaTech (HK)

OlaTech - Operation and Customer Experience Specialist

Operation and Customer Experience Specialist
Hong Kong
HelloToby (HK)

Hellotoby - Customer Services Associate

Customer Services Associate
Hong Kong