Corporate and Institutional Assistant Manager

About Moomoo

Moomoo is a rapidly expanding global investment and trading platform focused on revolutionizing wealth technology. Established in 2018, we operate across Singapore, Australia, Japan, Canada, and Malaysia, serving over 28 million users worldwide. Our Singapore branch is regulated by the Monetary Authority of Singapore with Licence No. CMS101000. In 2022, we proudly became the first digital brokerage to secure all five SGX Group memberships in securities and derivatives markets, demonstrating our commitment to innovation and excellence.

Our mission is to democratize investing, making smart, data-driven financial decisions accessible to all. We aim to empower investors at every level with powerful tools, real-time insights, and user-friendly technology. Joining Moomoo means contributing to a team dedicated to reshaping investing and making wealth-building inclusive and inspiring.

Responsibilities

• Serve clients such as Family Offices, UHNW/HNW/VIP investors, High Frequency Traders, and Financial Institutions by supporting account opening, operational usage, and providing consultation.
• Implement services for contracted clients including IPO, IOP, and IR-related services.
• Design and refine sales processes and workflows to enhance client retention.
• Generate comprehensive customer data reports to analyze transactions and assets, supporting the development of client sales strategies.
• Establish standardized sales procedures covering sales conduct, compliance, and customer engagement to boost business development and internal coordination.
• Monitor client trading behavior to identify focus areas and tailor service delivery.
• Review operational procedures and offer feedback for continual improvement of performance and services.
• Provide proactive feedback on potential enhancements in collaboration with internal departments.
• Manage implementation of sales strategies, including recording external partnerships and fee settlements.
• Oversee departmental performance records, tracking achievement of goals, revenue, and collections.
• Conduct education sessions and training on platforms and products for clients through meetings, seminars, or webinars.
• Collaborate closely with all relevant internal teams across the organization.
• Handle additional projects as required.

Qualifications

• Bachelor's degree in any field.
• Minimum 3 to 5 years' relevant experience in family offices, capital market firms, securities firms, or financial institutions.
• Preferably accredited in CMFAS Modules 1A, 2, 5, and 6A unless exempted.
• Strong team player with excellent interpersonal and communication skills.
• Demonstrates passion for work and continuous improvement.
• Proficient in written and spoken English and Mandarin.
• Positive, meticulous, responsible, and open-minded with readiness to face challenges.
• Able to work independently with minimal supervision.

Benefits

• Join a leading digital brokerage with broad career growth and development opportunities.
• Competitive total compensation package that acknowledges your expertise and contributions.
• Comprehensive insurance coverage for employees and dependents ensuring peace of mind.
• A fun, inclusive, and diverse workplace with frequent team-building activities and events.
• Business casual dress code daily.
• Additional perks to be revealed throughout the recruitment process.