About Us
AQUMON is a Robo-Advisory firm based in Hong Kong. Our mission is to bring professional wealth management service to every individual regardless of age and net worth. We utilize an algorithmic, data and machine learning approach to provide clients access to diversified global asset allocation. Through our easy to use intelligent platform, our customers can seek to maximize long term return with low cost, low risk and transparency.
In a short span of 2 years, AQUMON has grown out of an incubator at Hong Kong University of Science and Technology(HKUST) into a fully licensed financial service firm (SFC Type 1 and 4) with offices in Hong Kong, China and Singapore. In addition to servicing retail customers, we offer institutional solutions that are highly robust and customizable. AQUMON is currently working with more than 30 leading financial intuitions and asset management firms across the region and we will continue to expand our footprint and offerings rapidly in the coming days.
AQUMON is invested by Alibaba Entrepreneur Fund along with other institutional investors.
The Role
We are looking for an energetic operation analyst to support the rapid expansion of our business. The individual is responsible of handling the day to day activities including client onboarding, customer engagement, regulatory and controls as well as coordination of marketing initiatives. We are a flat organization and the role reports directly to Senior Management.
Job Responsibilities
- Responsible for account opening/on-boarding new clients on to the AQUMON platform.
- Perform KYC/AML/Name Screening and other due dilligence activities to ensure the firm meets regulatory standard.
- Own the overall relationship with customers and ensure we deliever customer success and engagement.
- Work with different teams to participate in projects on new business initiatives, marketing campaigns and process improvement.
- Handle documentation, procedures, process flow and prepare management reports and updates.
- Participate in events and seminar and be the voice to promote Robo Advisory in Hong Kong
Job Requirements
- Degree in Finance/Business Administration or related fields
- 2+ years working experience in operation, account management, custormer service or administration
- Detail oriented and the ability to meet deadline and work under pressure
- Excellent interpersonal and communication skills and a team player
- Good command of Cantonese and English is required; Mandarin is a plus.
- Fresh Graduate will be considered as Junior Operation Analyst.
Benefits
- Monthly Salary : HK$15,000 - 20,000
- Annual Leave : 15 days
- Medical Insurance
- Excellent exposure and learning opportunity in FinTech
- Startup culture and perks
- Office in Central