Relationship Manager - Key Account Clients

About Moomoo

Moomoo is a dynamic and rapidly expanding wealth-technology platform revolutionizing the investment landscape. Since its inception in 2018, the firm has spread its presence across Singapore, Australia, Japan, Canada, and Malaysia, serving over 26 million users worldwide. In Singapore, Moomoo Financial Singapore Pte. Ltd. operates under the regulatory oversight of the Monetary Authority of Singapore (Licence No. CMS101000). Notably, in 2022, Moomoo became the first digital brokerage to achieve all five SGX Group memberships in securities and derivatives markets, highlighting its innovation and commitment to excellence.

The company’s core mission is to democratize investing by equipping investors with sophisticated, data-driven financial insights through advanced technology. Joining Moomoo means engaging with a purpose-driven organization dedicated to making investing inclusive, insightful, and empowering.

Key Responsibilities

• Acquire and nurture high-net-worth clients to achieve assets under management (AUM) and revenue growth targets by fostering strong, lasting relationships.
• Collaborate with Analysts to perform portfolio reviews, develop hedging strategies, and craft personalized financial solutions while promoting a broad range of products including equities, mutual funds, structured products, and derivatives.
• Conduct detailed market and client research to uncover sales opportunities; generate leads by organizing investment seminars, client events, and roadshows.
• Manage the client onboarding and account setup processes, ensuring meticulous completion of regulatory documentation and adherence to compliance procedures.
• Collaborate with internal teams across departments to optimize service delivery and enhance client satisfaction across all interaction points.

Candidate Requirements

• Possession of a Bachelor’s degree or higher in Finance, Accounting, Economics, Business, Marketing, or comparable fields; relevant equivalent experience will also be considered. Holding MAS licenses or having passed CMFAS examinations is advantageous.
• At least three years of experience in banking or financial services, preferably with direct client-facing responsibilities.
• Strong financial acumen with familiarity in derivatives, structured products, private funds, and IPO-related services being a plus.
• Highly proactive, motivated, and a collaborative team player equipped with excellent interpersonal and client relationship skills.
• A customer-first approach with a dedicated commitment to delivering superior service quality.

Benefits and Work Environment

• Opportunity to work with a global leader in digital brokerage that offers extensive growth and advancement prospects.
• Competitive compensation packages that recognize and reward skills and achievements.
• Comprehensive insurance coverage extending to employees and their dependents, ensuring peace of mind.
• A vibrant, inclusive workplace culture with regular team bonding activities and corporate events.
• Business casual dress code, promoting a comfortable yet professional environment.
• Additional perks and benefits revealed throughout the recruitment process, promising an enriching work experience.