Canopy
illio (HK)

illio - Operations Manager

Mid Level
Hong Kong
Operations Manager
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About Us

illio is a modern wealth management platform that gives users a complete view and better understanding of their total wealth, from equities, funds, crypto and other traded instruments to non-traded assets like property and collectables. The target audience is really broad: from hedge funds, family offices and high net worth individuals to students and anyone concerned with sensible, ethical investing.

Who we're looking for

illio is a WealthTech company that has developed a digital platform for portfolio management and analytics.

We are introducing digital technology to individuals, family offices, financial advisors and institutional users so that they can aggregate portfolios, track performance, view attribution analysis, assess risk characteristics of a portfolio, on a multi-asset basis.  illio will also feature ESG scores to enable users to assess their portfolio according to that metric.

Unlike other providers, we have condensed the critical aspects of portfolio management and analysis into one platform, rather than compelling users to configure or self-select salient attributes or reports.  In so doing, we remove the guess work and present institutional class analytics to all of our users.

What you will be doing
  • Take responsibility for on-boarding our clients.  This will encompass account set up and permissioning, user sign-up process, data upload, cleansing data, client liaison and other administrative tasks
  • Where relevant, reconcile position data between illio and data source
  • Maintain our database of users eg. remove inactive users
  • Lead our client servicing requirements which will involve responding to client enquiries, assist them through basic platform navigation and ensuring that our help tools are up to date
  • Perform functions related to documentation processing and invoicing and payment tracking/reconciliation
Who you are
  • A minimum of 5-10 years relevant experience in operations (financial institution preferred)
  • Experience in operations, data management and/or client servicing
  • Strong familiarity with word processing and excel tools
  • Good interpersonal, written and verbal communication skills
  • A commitment to customer centric outcomes
  • Worked in an entrepreneurial environment, have self-initiative and be objective focused
What we offer
  • A competitive salary will be offered

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Champion Tower, 3 Garden Rd, Central
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