AQUMON (HK)- Customer Relationship Manager / Executive

Entry Level

Hong Kong

Customer Relationship Manager / Executive

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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

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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.