Relationship Manger, Private Wealth

AI overview

Focus on building lasting relationships with high-net-worth investors while driving strategic business initiatives within a leading digital brokerage firm.

Moomoo is more than just a global investment and trading platform—we’re a fast-growing force in the wealth-tech space, committed to transforming the way people invest. Since our founding in 2018, we've rapidly expanded across Singapore, Australia, Japan, Canada, and Malaysia, now empowering over 26 million users worldwide.

In Singapore, Moomoo Financial Singapore Pte. Ltd. is licensed and regulated by the Monetary Authority of Singapore (Licence No. CMS101000). In 2022, we became the first digital brokerage to earn all five SGX Group memberships across the securities and derivatives markets—a testament to our dedication to excellence and innovation.

But what truly sets us apart is our mission: to democratise investing and make smart, data-driven financial decisions accessible to everyone. We’re here to level the playing field—bringing powerful tools, real-time insights, and intuitive technology to empower investors at every stage of their journey.

Joining Moomoo means being part of a purpose-driven team that’s not only reshaping the future of investing—but also making wealth-building inclusive, informed, and inspiring. If you're excited about driving impact at the intersection of finance and technology, there's never been a better time to join us.

Working at Moomoo, you will get

  • Be a part of the world’s leading digital brokerage firm where growth and career development opportunities are endless.
  • Enjoy a competitive total compensation package that truly values your skills and contributions.
  • Comprehensive insurance coverage for employees and dependents to provide you a peace of mind
  • Fun loving and diverse work environment that hosts various team-bonding programs and company events
  • Business casual work attire everyday
  • And Much More!: Discover even more perks and benefits as we take you through the hiring process!

Relationship Manger, Private Wealth

Responsibilities

  • Focus on prospecting and maintaining relationship with Private Wealth clients including HNWIs, private investment companies and family offices. Form a good understanding of the wealth management landscape and develop a good network within the segment.
  • Develop and implement strategic initiatives to drive business growth, including but not limited to direct prospecting, referring channels and events.
  • Develop in-depth understanding on moomoo’s platforms, products and solutions, able to differentiate and match accordingly to Private Wealth clients’ trading and investment needs.
  • Initiate and drive internal improvements on platforms, products and solutions to better match the general needs of private wealth clients.
  • Plan and work independently to achieve personal sales targets within a team setup, where you can also leverage resources among your peers and other teams within the company.
  • Maintain good relationship with your clients, and establish long term client retention and partnerships.

Requirements

  • At least 5 years of working experience in business development functions facing HNWIs, private investment companies or family offices, focusing on trading/investment products, platforms, or solutions. CFA/FRM or related financial certificates is a plus.
  • Have experiences dealing with private wealth clients on investment and asset allocation, ect. Being able to advise accordingly.
  • Self-driven in sales function and able to manage the whole sales cycle independently.
  • Solid knowledge base in multi-assets, compulsory in equities trading. Able to pick up quickly on demonstrating trading/investment platforms and solutions.
  • Fast learner, effective communicator, and team player.
  • English speaking and Fluency in Mandarin is an added advantage
  • Result-oriented, self-motivated with the ability to work under pressure and be a team player. 

Our Values

  • Integrity
    • Integrity Story: Say No to Super High Leverage
      • We hold fast to our value of integrity and attach great importance to user experience and risk management. Unlike some other brokerages, we don’t try to attract users’ attention by claiming to enable super high-leverage financing for IPO subscriptions, which quickly reaches the limit.
  • Efficiency
    • Efficiency Story: Promise Made to a User on New Year's Eve
      • On February 11, 2021, Chinese New Year's Eve, a user wrote a post in the Community at around 8 AM and received Leaf's reply just 8 minutes later. According to the user's suggestion, we issued a letter to shareholders after releasing our annual report.
  • Service
    • Service Story: Providing Excellent Services and Undertaking Our Responsibilities
      • After Ant Group’s IPO was suspended, we refunded all subscribers’ subscription fees and margin interest, bearing all the costs ourselves.
  • Excellence
    • Excellence Story: Leaf Opens Our App Over 30 Times a Day
      • According to statistics, Leaf opens our app over 30 times a day on average. He repeatedly checks every detail. While normal users might just enter a trading page and stop there, Leaf taps some seemingly boring or repetitive elements on the page. He continually assesses the app’s loading speed and visual effects.

Please note that only short-listed candidates will be contacted.

Perks & Benefits Extracted with AI

  • Health Insurance: Comprehensive insurance coverage for employees and dependents to provide you a peace of mind
  • Casual work attire: Business casual work attire everyday

Moomoo is an investment and trading platform that empowers global investors with pro-grade, easy-to-use tools, data, and insights.We believe investing is a transformative and long-term journey. That's why moomoo empowers investors with the tools and data they need to help unlock their financial potential today and in the future. Whether you're a beginner or a pro, moomoo is here to power your investment journey. With access to a wide range of both user-friendly and advanced features, including real-time market data, technical analysis tools, and in-depth order book data moomoo users can potentially enhance their trading strategies to pursue their goals.Our mission is built on three core values: transparency, innovation, and community. By using these values to guide us, we deliver a comprehensive investment experience for individuals across all trading levels.

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