Moomoo Financial Singapore Pte. Ltd. (Moomoo Singapore) is an advanced financial technology company transforming the investing experience by offering a digitalised brokerage and wealth management platform – moomoo. Moomoo enhances the user experience with market data, news, and powerful analytical tools. Moomoo also embeds an unique digitalised investment community to connect all users, investors, companies, analysts, media and key opinion leaders.
In Singapore, Moomoo Financial Singapore Pte. Ltd. ( www.moomoo.com/sg ) offers investment products for trading via the moomoo platform, and it is a capital markets services licence holder regulated by the Monetary Authority of Singapore (Licence No. CMS101000). In June 2022, Moomoo Singapore became the first digital brokerage to receive all five memberships from the SGX Group for the securities and derivatives markets.

REQUIREMENTS

• Education: Bachelor’s degree from a top-tier university, in finance, economics, business, or related fields; certifications like CFA or CACS are a plus.
• Experience: Fresh graduates can also apply, however exposure to HNW/UHNW clients or networks is a strong advantage.
• Skills: Excellent communication, interpersonal, and analytical skills.
• Technical Knowledge: Familiarity with financial products and proficiency in CRM systems and Microsoft Office is beneficial.
• Regulatory Knowledge: Understanding of KYC, AML, and compliance standards; regulatory certifications are a plus.
• Attributes: Professional, client-focused, proactive, and eager to learn and grow in wealth management.Proficiency in Mandarin is preferred to liaise with Mandarin-speaking stakeholders/clients.

RESPONSIBILITIES

• Assist in prospecting and gradually building the ability to prospect new clients, Support marketing initiatives.
• Support Senior Relationship Managers in managing client portfolios and identifying opportunities.
• Gradually assume responsibility for a select portfolio of clients.
• Provide administrative support, including account openings, documentation, and compliance checks.
• Assist in preparing client reports, investment proposals, and meeting materials.
• Respond to client queries and maintain high levels of service.
• Conduct regular portfolio reviews and recommend investment strategies.Collaborate with internal teams to ensure seamless service delivery.

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.