Relationship Manager - Key Account Clients

About Moomoo

Moomoo is a rapidly expanding global investment and trading platform focused on wealth technology. Established in 2018, it operates in markets including Singapore, Australia, Japan, Canada, and Malaysia, serving over 26 million users globally. In Singapore, Moomoo Financial Singapore Pte. Ltd. is licensed and regulated by the Monetary Authority of Singapore (Licence No. CMS101000). In 2022, Moomoo distinguished itself by becoming the first digital brokerage to secure all five SGX Group memberships across securities and derivatives markets. The company's mission is to democratize investment by providing accessible, data-driven financial tools and insights, empowering investors at all levels with innovative technology.

Key Responsibilities

• Acquire new high-net-worth clients, grow assets under management, and achieve revenue goals by establishing and nurturing relationships with clients having high revenue potential.
• Collaborate with Analysts to perform portfolio assessments, develop hedging strategies, and offer customized financial products such as equities, mutual funds, structured products, and derivatives.
• Perform market and client analyses to uncover sales opportunities, and generate leads through investment seminars, client engagement events, and roadshows.
• Manage account onboarding, ensuring all client paperwork and compliance with regulatory requirements are accurate and promptly completed.
• Coordinate with internal teams across functions to improve service delivery and enhance client satisfaction at every interaction.

Qualifications and Experience

• A bachelor's degree or higher in Finance, Accounting, Economics, Business, or Marketing is preferred; equivalent professional experience is also considered.
• Possession of MAS licenses or successful completion of CMFAS relevant examinations is advantageous.
• At least 3 years of experience in banking or financial services with direct client interaction is highly desirable.
• Sound understanding of financial concepts; familiarity with derivatives, structured products, private funds, and IPO services is beneficial.
• Self-driven, proactive, and cooperative team player who excels in interpersonal communication and client engagement.
• Client-focused attitude with a dedication to delivering exceptional service quality.

Employee Benefits

• Join a leading digital brokerage firm offering ample opportunities for professional growth and career progression.
• Competitive total compensation packages commensurate with skills and contributions.
• Comprehensive insurance coverage for employees and their dependents to ensure peace of mind.
• A vibrant and inclusive workplace with a variety of team-building activities and company events.
• Business casual dress code every day.
• Additional benefits revealed during the recruitment process.