Relationship Manager, Private Wealth Greater China - Key Account Business D at moomoo
Singapore 048583, , Singapore -
Full Time


Start Date

Immediate

Expiry Date

19 Nov, 25

Salary

0.0

Posted On

20 Aug, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Investment Companies, Knowledge Base, Working Experience, Asset Allocation, Mandarin, Platforms

Industry

Financial Services

Description

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

  • 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.
  • 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 platform and solutions.
  • Fast learner, effective communicator, and team player.
  • Good command of Mandarin is critical for the role due to specific target segment.
Responsibilities
  • Focus on Chinese background Private Wealth clients who are eligible to invest in SG, including HNWIs, private investment companies and family offices. Form good understanding on 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.
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