Senior Private Wealth Manager
2 months ago
- Focus on the private wealth management segment, including high net worth and family offices. Develop a solid understanding of the wealth management landscape and build a strong network within the segment.
- Develop and implement strategic initiatives to drive business growth, including direct prospecting, referral channels, and events.
- Gain in-depth knowledge of moomoo’s platforms, products, and solutions, enabling differentiation and matching to private wealth clients’ trading and investment needs.
- Initiate and drive internal improvements on platforms, products, and solutions to better meet the needs of private wealth clients.
- Plan and work independently to achieve personal sales targets within a team setup, leveraging resources among peers and other teams within the company.
- Maintain strong relationships with family offices and high net worth clients, establishing long-term client retention and partnerships.
- At least 3 years of working experience in business development functions facing high net worth clients or family offices, focusing on trading/investment products, platforms, or solutions.
- Experience dealing with private wealth clients on investment and asset allocation, with the ability to advise accordingly.
- Self-driven in sales functions and able to manage the whole sales cycle independently.
- Solid knowledge base in multi-assets, compulsory in equities trading, with the ability to quickly pick up on demonstrating trading/investment platforms and solutions.
- Fast learner, effective communicator, and team player.
- Good command of Mandarin is a significant advantage.
- Competitive compensation, including quarterly commission.
- Fun and diverse work environment.
- Fair working culture.
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