Junior Relationship Manager, Private Wealth

3 weeks ago


Singapore MOOMOO FINANCIAL SINGAPORE PTE. LTD. Full time
Roles & Responsibilities

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.


Junior Relationship Manager, Private Wealth & Institutional Business


Responsibilities

  • As a member of trading and investment advisory function for Private Wealth & Institutional Business, contribute to the region’s growth strategy by actively servicing the emerging tier of HNW and institutional clients and growing the AUM.
  • Build and maintain trusted relationships with clients, acting as their primary point of contact for investment related services on demand.
  • Develop in-depth understanding on moomoo’s platforms, products and solutions, able to differentiate and match accordingly to clients’ trading and investment needs.
  • Conduct initiatives systematically for client upgrade, cross sell, referral and reactivations. Proactively identify opportunities to deepen client relationships and generate new business opportunities.
  • Provide clients systematically with regular market insights, product updates, portfolio and investment advisories, and help them make informed decisions, delivering the best investment experiences for the clients.
  • Initiate and drive internal improvements on platforms, products and solutions to better match the general needs of financial institutions.

Requirements

  • Bachelor’s degree, preferably in finance, banking or economics, CFA is a plus.
  • Minimum 3 years of experience within capital markets or private banking, with proven experience in managing client relationships, sales trading or investment advisories.
  • In-depth knowledge of investment products, multi-assets trading and financial markets.
  • Excellent communication and interpersonal skills with the ability to engage the audience both 1 on 1 and in front of a group.
  • Strong analytical and problem-solving skills, with a keen attention to detail.
  • Fluent in both spoken and written English, Good command of Mandarin is an added advantage.
  • Result-oriented, self-motivated with the ability to work under pressure and be a team player.
  • Having passed CMFAS 1A, 6A and 6, or being exempted is preferred.


Our Values

  • 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
    • 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
    • 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
    • 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.


Tell employers what skills you have

Wealth Management
Investment Advisory
Brokerage
Derivatives
Written English
User Experience
Wealth
Private Banking
Visual Effects
Securities
Economics
Capital Markets
Attention to Detail
IPO
Statistics

  • Singapore Partners Group Full time

    About the RoleThis is an exciting opportunity to join Partners Group's Private Wealth APAC Client Solutions team in Singapore. As a Client Relationship Manager, you will play a key role in building and broadening relationships with private wealth channels across the region. With a strong focus on collaboration and fundraising, you will work closely with the...


  • Singapore Partners Group Full time

    About the RoleWe are seeking a highly skilled Client Relationship Manager to join our Private Wealth team in Southeast Asia. As a key member of our team, you will be responsible for building and maintaining strong relationships with private wealth partners, including global and regional banks, and asset managers.Key ResponsibilitiesDevelop and manage...


  • Singapore Partners Group Full time

    About the RoleWe are seeking a highly skilled Client Relationship Manager to join our Private Wealth team in Southeast Asia. As a key member of our team, you will be responsible for building and maintaining relationships with private wealth partners, including global and regional banks, and asset managers.Key ResponsibilitiesDevelop and manage relationships...


  • Singapore Partners Group Full time

    Job OverviewAs a Client Relationship Manager Private Wealth Specialist at Partners Group, you will be part of the Private Wealth APAC Client Solutions team, responsible for building new and expanding existing relationships with private wealth channels across the region. This role involves managing existing and developing new relationships and fundraising...


  • Singapore Partners Group Full time

    About the RoleThis is an exciting opportunity to join Partners Group's Private Wealth APAC Client Solutions team in Singapore. As a Client Relationship Manager, you will play a key role in building and broadening relationships with private wealth channels across the region. With a strong focus on collaboration and teamwork, you will work closely with the...


  • Singapore Partners Group Full time

    What it's about Based in Partners Group Singapore office, this position will be part of the Private Wealth APAC Client Solutions team, which is responsible for building new and broadening existing relationships with private wealth channels across the region. Amid strong growth in this client segment, Partners Group is looking to expand its footprint to...


  • Singapore eFinancialCareers Full time

    Job Title: VP, Relationship Manager, Private Wealth ManagementAs a key member of our Private Wealth Management team, you will be responsible for developing and maintaining strong relationships with high net worth clients in Singapore and Hong Kong.Key Responsibilities:Develop and implement business strategies and tactics in Singapore, working closely with...


  • Singapore HL BANK Full time

    Roles & ResponsibilitiesThe Relationship Manager is the primary point of contact between the clients and the Bank. He/she is responsible for the proactive management of a portfolio of High Net Worth/Ultra High Net Worth private wealth clients. This includes the delivery of comprehensive wealth management solutions to meet clients’ needs.At HL Bank, we are...


  • Singapore A BETTER CO PTE. LTD. Full time

    Roles & ResponsibilitiesOur Client is a fast growing Financial Wealth Consultancy Brokerage who is expanding its Private Wealth Team. Responsibilities: Maintain consistent engagement with clients and partners in developing robust and sustainable referral relationships Build up ongoing development of new client relationships to ensure a balanced referral...


  • Singapore JH Partners Asia Company Limited Full time

    Main Responsibilities:The Private Wealth Management Relationship Manager plays a crucial role in understanding client requirements, ensuring superior service, and providing regular updates on financial market developments and clients' portfolios.Key Responsibilities:Acquire and manage high net worth clients, fostering strong relationships and delivering...


  • Singapore A BETTER CO PTE. LTD. Full time

    Private Wealth Relationship ManagerAt A Better Co Pte. Ltd., we are seeking an experienced Private Wealth Relationship Manager to join our team. As a key member of our Private Wealth team, you will be responsible for developing and maintaining strong relationships with our clients and partners. Your primary objective will be to build a robust and sustainable...

  • Relationship Manager

    4 weeks ago


    Singapore Fargo Wealth Group Limited Full time

    **Key Responsibilities:** 1. **Client Acquisition and Relationship Management:** • Develop and maintain strong relationships with high net worth (HNW) and ultra high net worth (UHNW) clients in the Asia market. • Provide personalized financial and investment advice to clients, ensuring alignment with their financial objectives. 2. **Business Development...


  • Singapore moomoo Full time

    Job DescriptionWe are seeking a skilled Junior Relationship Manager to join our Private Wealth and Institutional Business team. This role will involve building and maintaining trusted relationships with high net worth clients and institutional businesses, providing investment related services on demand, and contributing to the region's growth strategy.


  • Singapore UOB KAY HIAN PRIVATE LIMITED Full time

    Job Title: Private Wealth Management AssociateUOB KAY HIAN PRIVATE LIMITED is seeking an experienced and skilled Private Wealth Management Associate to join their team. As a key member of the Products team, you will be responsible for managing client relationships, providing product recommendations, and ensuring seamless day-to-day operations.Key...


  • Singapore Talentvis Singapore Pte. Ltd. Full time

      Role & Responsibilities Client Acquisition & Relationship Building: Identify and acquire new high-net-worth clients, nurturing long-term relationships and providing tailored wealth solutions. Client Insight & Wealth Planning: Understand clients’ business backgrounds, sources of wealth, and financial objectives to deliver strategic wealth management...

  • Relationship Manager

    2 months ago


    Singapore Fargo Wealth Group Limited Full time

    Key Responsibilities:As a Relationship Manager at Fargo Wealth Group Limited, you will be responsible for developing and managing strong relationships with high net worth (HNW) and ultra high net worth (UHNW) clients in the Asia market.Client Relationship Management:Develop and maintain strong relationships with HNW and UHNW clients, providing personalized...


  • Singapore UPPER SPRING CONSULTING PTE. LTD. Full time

    Roles & ResponsibilitiesWe are representing our client, established Asian bank, to look for Private Banking Relationship Managers to complement the existing team in Singapore branch.Responsibilities Prospect new Private Banking clients and secure new relationships, and meet the assigned targets. Grow Net New Money and Asset under Management. Work closely...


  • Singapore Citi Full time

    Job Title: Private BankerAbout the Role:At Citi, we connect millions of people across hundreds of cities and countries every day. As a Private Banker, you'll be part of our team dedicated to serving the world's wealthiest individuals and their families. With 52 locations across 20 countries, we offer customized services to help protect and responsibly grow...


  • Singapore SPARROW TECH PRIVATE LIMITED Full time

    Roles & ResponsibilitiesJob SummaryThe Junior Relationship Manager position is to acquire and develop relationship with clients to achieve individual and department sales revenue target for the Singapore market.Job Responsibilities Prospect and acquire new client relationships including attracting former clients back to the Company. Retain and develop...


  • Singapore DBS Bank Limited Full time

    Key ResponsibilitiesAs a Private Banking Relationship Manager, you will be responsible for growing the business through proactive acquisition and retention of HNW/UHNW clients in the Philippines market. You will implement geographical focused strategies in line with the overall business strategy, building and developing a deep understanding of clients'...