AQUMON (HK)- Wealth Management Group Intern

Entry Level
Hong Kong
Wealth Management 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 experience and advance our standing as the client's preferred wealth management platform;
  • 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;
  • Research on new online media opportunities that may benefit the business, including mobile, social media, blogs and forums;
  • 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, Master or MBA degree in Finance, Economics, Marketing and related fields
  • Excellent written and verbal communication skills, fluent in Mandarin and English, fluency in Cantonese would be a plus
  • 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
  • Marketing and media experience preferred (0-2 years of working experience for intern or junior position)

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