Canopy
StashAway (HK)

StashAway (HK) - Client Engagement Executive

Entry Level
Hong Kong
Client Engagement Executive
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About Us

StashAway is the faster way to reach your financial goals. As a digital wealth management platform, we design personalised portfolios and monthly investment plans based on your unique characteristics, and manage your portfolio with highly advanced investment strategies.

The company was founded in Singapore in 2016 with the ambition of expanding to other fast-growing Asia Pacific markets since 2018.

StashAway is led by its three founders, Michele Ferrario, former CEO of ZALORA Group; Freddy Lim, former Global Head of Derivatives Strategy of Nomura; and Nino Ulsamer, founder of several technology companies around the world.

Who we're looking for

Do you have a customer-oriented mission to serve? Do you like being at the front line and being the ambassador of the company? Does conversing with and helping others energise you? Are you a quick learner with exceptional remarkable skills and astute intuition? Does StashAway's mission to redefine investing and empower our customers to build their long-term wealth resonate with you? WE WANT YOU.

We are looking for eloquent and dedicated Client Engagement Executives to join our team, to play a key role in shaping our customers' experience with StashAway.

You believe that happy customers are crucial to a business' success, and want to create a wonderful experience for each of StashAway's customers. Being quick-witted, friendly and solution-oriented with customers and colleagues should be second nature to you. You will look for ways to constantly improve processes.

What you will be doing
  • Explain complex transactional and investment principles clearly, aiding customers to see the benefits of our products.
  • Providing adequate and effective support by diligently investigating the problems and assuring customers with comprehensive solutions.
  • Providing top-notch service to high-net-worth individuals (HNWI).
  • Responsible for preparing slide decks and managing different client portfolios.
  • Competent in providing regular market updates and keeping up with the latest economic trends.
  • Gain in depth hands-on experience by being involved in client meetings.
  • Find innovative ways to continuously improve existing processes and customer experience.
  • Act as the internal voice of the customer, offering insights to the Product and Investment teams to build a better product.
  • Ability to facilitate open and direct communication when working with multiple teams to find rapid resolutions.
  • Assist with the planning and execution of StashAway Academy events.
Who you are
  • Open only to Hong Kong Citizens or Permanent Residents.
  • Exceptional communication skills in Cantonese and English; Chinese will be an added advantage.
  • Good knowledge of financial products.
  • Enjoys and able to build rapport with customers and colleagues.
  • Being able to think on your feet and express your thoughts succinctly.
  • Able to multi-task and take responsibility in challenging situations.
  • Interest in developing expertise in finance and personal investing.
  • Meticulous attention to detail and organisational skills; able to juggle multiple priorities.
  • Tenacious problem-solving mindset with strong follow-through and ownership.
  • Technically savvy, specifically the ability to navigate multiple complex systems simultaneously to respond to customer inquiries.
  • True team mentality committed to learning from and teaching others.
  • Demonstrated ability to establish and improve upon processes.
  • Passion for our customer-oriented mission and the ability to articulate it!
  • Ability to learn quickly and problem solve on the fly with limited guidance; We have an annual Learning & Development budget of S$1,000/year for you to take charge of your upskilling and learning!
  • 1-3 years of financial services industry experience in a client-facing role is preferred.

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40-44 Bonham Strand, Sheung Wan, Hong Kong
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