Canopy
AQUMON (HK)

AQUMON (HK)- Institutional Client Group Intern

Entry Level
Hong Kong
Institutional Client Group Intern
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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

Who we're looking for

We are looking for an Intern to join our team.

What you will be doing
  • Prioritize and manage book of clients, search for opportunities to enhance client partnership and advance our standing as the client's sole financial institution;
  • Deliver performance goals, drive asset growth and expand the breadth and depth of client relationships through product penetration;
  • Conduct market research, product research and competitor analysis;
  • Draft and write portfolio performance reports for internal and external use;
  • Coordinate operations and ensure schedules, deadlines and objectives are met;
  • Develop an expert knowledge of internal policies, procedures and processes to ensure flawless and seamless solution compliant to SFC regulatory requirement;
  • Ability to work closely with IT and Quantitative Research team to deliver a world-class wealth management solution and improve processes.
Who you are
  • Bachelor or Master degree in Finance, Economics and related fields
  • Excellent written and verbal communication skills, fluent in Mandarin and English 

  • Interested in Fin-tech field and the asset management industry

  • Able to work on multiple tasks whilst meeting tight deadlines

  • Familiar with financial markets theories and financial systems

  • Self-starter, communicative, friendly, able to work independently

  • 0-2 years of working experience

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Taikoo Place Cambridge House, 979 King's Rd, Quarry Bay
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