Relationship Manager, Private Wealth

About the Company

Moomoo is a fast-scaling wealth-tech and investment platform that aims to change how people invest. Founded in 2018, it has expanded into Singapore, Australia, Japan, Canada, and Malaysia, and now serves more than 26 million users globally.

In Singapore, Moomoo Financial Singapore Pte. Ltd. operates under the regulation of the Monetary Authority of Singapore (Licence No. CMS101000). In 2022, it became the first digital brokerage to secure all five SGX Group memberships across both the securities and derivatives markets, reflecting its focus on innovation and execution excellence.

The company’s broader mission is to make investing more accessible through data-led decision-making, real-time insights, and technology that supports investors at every stage. This role is suited to someone who wants to work at the intersection of finance and technology while helping build a more inclusive investing experience.

Role Overview

The Relationship Manager, Private Wealth will focus on acquiring high-net-worth clients, growing assets under management, and driving revenue through tailored financial solutions and strong relationship management.

Key Responsibilities

• Meet personal targets tied to new high-net-worth client acquisition, assets under management growth, and revenue generation.
• Reach out to and build relationships with prospects from personal networks and other available sources, including wealthy individuals and corporate clients.
• Create and present customised sales decks, proposals, and product recommendations based on client requirements.
• Market brokerage offerings, equities, mutual funds, structured products, derivatives, and private banking solutions.
• Research markets and client segments to uncover potential business opportunities and areas for growth.
• Handle administrative work such as account opening support, documentation, and compliance verification.
• Attend client meetings, events, and roadshows to generate leads and deepen client relationships.
• Work closely with internal teams across risk, operations, finance, and compliance to ensure a seamless client experience.

Requirements

• A bachelor’s degree in finance, economics, business, or a closely related field is required; CFA, FRM, or CMFAS credentials are advantageous.
• At least 5 years of experience in business development roles serving high-net-worth individuals, private investment firms, or family offices, with exposure to trading, investment products, platforms, or solutions.
• A strong sales record in previous positions will be considered a major advantage.
• Excellent communication, relationship-building, and analytical abilities are essential.
• Solid understanding of financial products such as equities, futures/options, and wealth management solutions is highly desirable.
• Experience using CRM platforms and Microsoft Office tools will be useful.
• Knowledge of KYC, AML, and broader compliance standards is important; relevant regulatory certifications are a plus.
• The ideal candidate should be professional, client-oriented, proactive, and eager to develop a career in wealth management.
• Mandarin language ability is preferred because the role involves frequent interaction with Mandarin-speaking clients.

Benefits

• Opportunity to join a leading global digital brokerage with strong growth and career development prospects.
• A competitive compensation package that recognises performance and contribution.
• Comprehensive insurance for employees and dependents.
• A lively, diverse workplace with regular team-building activities and company events.
• Business casual dress code on a daily basis.
• Additional perks and benefits may be shared later in the hiring process.

Additional Information

Only shortlisted candidates will be contacted.