About the role
Job description:
Snaplii offers immigration support for qualified candidates, including pathways to work permits and permanent residency.
About the Role
We are seeking a trustworthy, responsibility-driven Client Account Manager to serve affluent and emerging–affluent clients on wealth planning, asset allocation, cash-flow and family arrangements. You’ll be the first point of contact: conduct structured discovery, build financial profiles, translate needs into clear roadmaps, and drive a full consult propose implement review cycle with impeccable follow-through. The ideal hire communicates with poise, turns complexity into simple next steps, and builds long-term, referral-worthy relationships.
Qualifications
- 0–3 years in client management, advisory/consulting, private/affluent services, or related roles (strong new grads welcome).
- High integrity & reliability; strong sense of responsibility and discretion with sensitive information.
- Communication**:** crisp written & verbal updates; able to produce client summaries, proposals, and action plans.
- Language: Full professional proficiency in English and Mandarin.
- Nice to have experience organizing salon-style events, small seminars, or community/intro programs.
What You’ll Do
- Own a client portfolio**:** manage relationships end-to-end—needs discovery, profiling, proposal, implementation, and service cadence.
- Review & refine**:** run quarterly/biannual reviews, monitor life-stage/goal changes, and propose adjustments.
- Data & compliance: maintain complete, auditable CRM records; uphold privacy, suitability, and information-security standards.
- Marketing & referrals (optional but valued): co-host intimate salons/roundtables, nurture communities, and build a steady referral flywheel.
Who You Are
-
Principled & trusted**:** you keep confidences and honor commitments.
-
Outcome-driven finisher: you break problems into steps and close the loop with quality.
-
People-smart communicator**:** warm, professional, and effective with executives, families, and partner firms.
-
Fast learner: curious about wealth topics; you turn new knowledge into better SOPs and client value.
-
Systematic operator: you love checklists, templates, and dashboards—work is trackable, reviewable, repeatable.
Why Join Us - About Snaplii
Snaplii is one of Canada’s fastest-growing fintech platforms, transforming how people pay, save, and earn rewards. With over $70M in annual transaction volume and 200,000+ users across North America, we deliver unmatched utility and loyalty through a single seamless app.
We’ve ranked as high as #5 on the Apple App Store during peak shopping seasons, and consistently remain in the Top 80—driven by a highly engaged, high-retention user base. As the most payment-flexible platform in the space, Snaplii supports a wide range of digital payment methods and partners with 400+ leading brands, including Walmart, Amazon, and Esso.
Our platform is fully built and maintained in-house—engineered to handle complex payment flows, scale with demand, and support a growing suite of financial products. We’re actively expanding into new digital finance offerings to help users create, manage, and grow value in their everyday lives.
Join us as we shape the future of everyday spending.
About the role
Job description:
Snaplii offers immigration support for qualified candidates, including pathways to work permits and permanent residency.
About the Role
We are seeking a trustworthy, responsibility-driven Client Account Manager to serve affluent and emerging–affluent clients on wealth planning, asset allocation, cash-flow and family arrangements. You’ll be the first point of contact: conduct structured discovery, build financial profiles, translate needs into clear roadmaps, and drive a full consult propose implement review cycle with impeccable follow-through. The ideal hire communicates with poise, turns complexity into simple next steps, and builds long-term, referral-worthy relationships.
Qualifications
- 0–3 years in client management, advisory/consulting, private/affluent services, or related roles (strong new grads welcome).
- High integrity & reliability; strong sense of responsibility and discretion with sensitive information.
- Communication**:** crisp written & verbal updates; able to produce client summaries, proposals, and action plans.
- Language: Full professional proficiency in English and Mandarin.
- Nice to have experience organizing salon-style events, small seminars, or community/intro programs.
What You’ll Do
- Own a client portfolio**:** manage relationships end-to-end—needs discovery, profiling, proposal, implementation, and service cadence.
- Review & refine**:** run quarterly/biannual reviews, monitor life-stage/goal changes, and propose adjustments.
- Data & compliance: maintain complete, auditable CRM records; uphold privacy, suitability, and information-security standards.
- Marketing & referrals (optional but valued): co-host intimate salons/roundtables, nurture communities, and build a steady referral flywheel.
Who You Are
-
Principled & trusted**:** you keep confidences and honor commitments.
-
Outcome-driven finisher: you break problems into steps and close the loop with quality.
-
People-smart communicator**:** warm, professional, and effective with executives, families, and partner firms.
-
Fast learner: curious about wealth topics; you turn new knowledge into better SOPs and client value.
-
Systematic operator: you love checklists, templates, and dashboards—work is trackable, reviewable, repeatable.
Why Join Us - About Snaplii
Snaplii is one of Canada’s fastest-growing fintech platforms, transforming how people pay, save, and earn rewards. With over $70M in annual transaction volume and 200,000+ users across North America, we deliver unmatched utility and loyalty through a single seamless app.
We’ve ranked as high as #5 on the Apple App Store during peak shopping seasons, and consistently remain in the Top 80—driven by a highly engaged, high-retention user base. As the most payment-flexible platform in the space, Snaplii supports a wide range of digital payment methods and partners with 400+ leading brands, including Walmart, Amazon, and Esso.
Our platform is fully built and maintained in-house—engineered to handle complex payment flows, scale with demand, and support a growing suite of financial products. We’re actively expanding into new digital finance offerings to help users create, manage, and grow value in their everyday lives.
Join us as we shape the future of everyday spending.