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Business Support Manager, Private Wealth

1 month 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.


Business Support Manager – Private Wealth and Institutional Business


Responsibilities

  • Responsible for supporting the team function from multiple levels, covering client onboarding, client service, and team operation.
  • To qualify inbounding leads from multiple channels with a set of discovery questions including lead qualification, so to better allocate best sales resources. It can involve simple platform and product introduction when needed.
  • To support sales directors on onboarding corporate structure clients, through document internal alignment with internal stakeholders for needed documents and proofs and additionally document certification.
  • To service financial institutions and channels on any incoming inquiries, related to middle and back-office issues, such as account related issues, rebates, reporting, ect…To act as contact point for internal resources.
  • To assist team-lead on team operation, covering procedure creation, refining and execution, data collection and consolidation both for clients and team member performances.
  • Develop standard sales process, including sales behavior, compliance requirements, customer service landing process, etc., to improve the efficiency of business development and internal cooperation efficiency.
  • To review and assess processes to provide feedback to further improve work performance and services, both within the team and cross-teams.To support marketing manager for any marketing events and activities.
  • To support business solution analyst for product launching for private wealth and institutional business in moomoo SG.
  • Work closely with all relevant internal departments in the organization and handle ad hoc projects whenever necessary.

Requirements

  • Degree holder in any discipline, preferably in finance or accounting related area.
  • At least 3 to 5 years of working experience in the financial service industry and at a business support function.
  • A service-oriented mindset, a team player with good interpersonal and communication skills.
  • Strong analytical and problem-solving skills, with a keen attention to detail.
  • Independent, responsible, willing to accept challenges and can get the job done with little guidance.
  • Good command of both English and Mandarin, both written and spoken.
  • Having passed CMFAS 1A, 6A and 6, or being exempted is preferred.

We offer a comprehensive and holistic work experience and package as follows:

  • Competitive compensation
  • Health (inpatient, outpatient, specialist), dental and risk insurance
  • Fun loving and diverse work environment
  • Business casual work attire everyday

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


Tell employers what skills you have

Wealth Management
Microsoft PowerPoint
Brokerage
Microsoft Excel
Derivatives
Consolidation
User Experience
Wealth
Securities
Sales Process
Capital Markets
Accounting
Attention to Detail
Team Player
Customer Service
Business Development

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