Associate director, private wealth strategy

5 days ago


Singapore Moomoo Full time

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 a unique digitalised investment community to connect all users, investors, companies, analysts, media, and key opinion leaders.
In Singapore, Moomoo Financial Singapore Pte. Ltd. ( ) 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.
Associate Director, Private Wealth Strategy & SolutionsBe part of the Southeast-Asia (“SEA”) Business Solutions team that work on high-impact projects in the private wealth sector, providing a combination of strategic development, solutions design, and cross-functional project management to formulate product strategy, prototype new products and verticals, execute product expansion and improvement initiatives.
ResponsibilitiesUnderstand the financial goals of high-net-worth individuals ("HNWI") and capital markets / wealth management solutions (such as structured products, alternative funds, capital markets and credit products, asset allocation approach) and keep abreast of the latest development in the financial markets, especially in the private wealth scene.
Formulate product strategies (opportunity sizing, product roadmap, strategic analysis) that cater to the needs of HNWIs, backed by synthesising customer needs, industry developments, and in-depth peers benchmarking in alignment with the firm's growth objectives.
Assess the company's current retail offerings and identify opportunities for upgrade, customization, digitisation or automation that cater to the client experience and needs of HNWIs.
Collaborate with external providers to identify high quality new product offerings that would appeal to HNWIs. Collaborate closely with internal global and local stakeholders, including technology teams and sales/marketing teams, to drive alignment on new opportunities and drive execution from solutions design, development, MVP launch and post-launch iterations.
Proactive in managing risks and key dependencies to ensure research and new product initiatives are delivered on a timely basis.
Support the team in discussions, due diligence, and negotiation processes with external strategic partners.
Our ValuesIntegrityWe hold fast to our value of integrity and attach great importance to user experience and risk management.EfficiencyOn February 11, 2021, Chinese New Year's Eve, a user wrote a post in the Community at around 8 AM and received a reply just 8 minutes later.ServiceAfter Ant Group’s IPO was suspended, we refunded all subscribers’ subscription fees and margin interest, bearing all the costs ourselves.ExcellenceAccording to statistics, Leaf opens our app over 30 times a day on average.Please note that only short-listed candidates will be contacted.
RequirementsMinimum 5 - 10 years of experience in product management / product strategy role or similar role in the private banking or wealth management industry; strong preference for candidates with prior experience in management consulting firms or internal strategy functions.
Have experience dealing with high-net-worth individuals and possess strong knowledge of financial products (structured products, alternative funds solutions, capital market products).
A fast learner with strong background in analytics, strategic thinking, and ability to structure issues and problem solve; ability to run research studies independently to drive recommendations.
Highly adaptable and ability to shift between high-level strategic development to hands-on execution; results-driven and ability to manage cross-functional teams toward milestones, while also able to work well independently.
Solid communication skills including executive level communication / reports; working proficiency in spoken and written English and fluency in Mandarin is an added advantage (other Southeast Asia languages would be a plus).
Working at Moomoo, you will getBe a part of the world’s leading digital brokerage firm where growth and career development opportunities are endless.
Enjoy a competitive total compensation package that truly values your skills and contributions.
Comprehensive insurance coverage for employees and dependents to provide you peace of mind.
Fun loving and diverse work environment that hosts various team-bonding programs and company events.
Business casual work attire every day.
And Much MoreDiscover even more perks and benefits as we take you through the hiring process#J-18808-Ljbffr



  • Singapore Moomoo Financial Inc. Full time

    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 a unique digitalised investment...


  • Singapore Moomoo Financial Inc. Full time

    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 a unique digitalised investment...


  • Singapore Moomoo Full time

    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 a unique digitalised investment...

  • Financial Director

    7 days ago


    Singapore United Overseas Bank Full time

    Job Summary:We are seeking an experienced Financial Director to lead our Private Wealth team in Singapore.About United Overseas Bank:United Overseas Bank Limited is a leading bank in Asia with a global network of over 500 branches and offices in 19 countries and territories.Responsibilities:Lead the Private Wealth team to achieve business objectivesDevelop...


  • Singapore GIC Private Limited Full time

    GIC Private Limited is one of the world's largest sovereign wealth funds, with a global presence and a diverse portfolio of investments. As a Private Equity Associate, you will play a key role in supporting the Private Equity Chief Investment Officers (CIO) and senior management in evaluating investments, developing investment strategy, and defining the role...


  • 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

    Our company, Talentvis Singapore Pte. Ltd., seeks a skilled and experienced professional to fill the role of Director - Relationship Manager (Private Wealth Management). This position requires a deep understanding of the Greater China market, with a focus on client acquisition and relationship building, as well as providing tailored wealth solutions.Key...


  • Singapore GIC Private Limited Full time

    GIC Private Limited is one of the world's largest sovereign wealth funds, with a global presence and a diverse portfolio of investments. As a leading global long-term investor, we are committed to making a positive impact on the communities we serve.Private Equity (PE)GIC PE invests across the Americas, Europe, and the Asia-Pacific in a range of sectors,...

  • Wealth Director

    4 weeks ago


    Singapore APEX WEALTH MANAGEMENT LLP Full time

    Key Responsibilities:As a Wealth Director at APEX WEALTH MANAGEMENT LLP, you will provide advisory services on all Bancassurance products under the Personal Banking segment. This includes conducting training and continuing education for Personal Financial Consultants on Bancassurance products.You will be responsible for achieving revenue targets set out by...


  • Singapore Goldman Sachs Full time

    Asset & Wealth Management, Private Wealth Advisor, Executive Director - Singapore Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a...

  • Head of Wealth

    2 months ago


    Singapore PEOPLESEARCH PTE. LTD. Full time

    Roles & ResponsibilitiesHead of Wealth (Private Banking)Our client, a reputable bank is looking to fill the role of Head of Wealth, Private Banking. The ideal candidate will be responsible for driving the overall strategy, growth, and profitability of the Wealth Management and Private Banking divisionKey Responsibilities: Develop and implement the overall...


  • Singapore Ares Management Corporation Full time

    Job Title: Associate, Wealth Management SolutionsAres Management Corporation is seeking a highly motivated and experienced Associate to join our Wealth Management Solutions team in APAC. The successful candidate will play a key role in supporting the distribution efforts of our alternative investment strategies to the Asian private wealth channel.Key...


  • Singapore GIC Private Limited Full time

    Overview">GIC Private Limited is a leading global long-term investor with over 2,000 employees across 11 offices worldwide. We invest in more than 40 countries globally across asset classes and businesses.We are looking for an Investment Strategy Associate to join our team in Singapore. This is a 3-year fixed-term programmatic hire with full employment terms...


  • Singapore PEOPLESEARCH PTE. LTD. Full time

    Roles & ResponsibilitiesOffshore Private Banking Relationship Manager (Director/Executive Director)Our client is a leading global bank renowned for its expertise in private banking and wealth management. They are currently seeking an experienced and accomplished Offshore Private Banking Relationship Managers at the Director/Executive Director level to join...


  • Singapore GIC Private Limited Full time

    Role OverviewGIC Private Limited, one of the world's largest sovereign wealth funds, is seeking an Associate to join its Global Investments team. This role will focus on Developed Markets private credit and special opportunities investing.Key Responsibilities:Support senior colleagues in deal evaluation and investment strategy development.Monitor the private...

  • Wealth Manager

    2 weeks ago


    Singapore STRATEGIC WEALTH MARKETING PTE. LTD. Full time

    Roles & ResponsibilitiesWealth ManagerReports To:DirectorJob Overview:The Wealth Manager reviews financial status of the client and advises on their financial portfolio to meet their needs. He/She meets up with clients to understand their financial expectations. He/She also reviews and prepares customised policies for their clients. He/She maintains good...

  • Sales Director

    2 weeks ago


    Singapore MOOMOO FINANCIAL SINGAPORE PTE. LTD. Full time

    Roles & ResponsibilitiesMoomoo 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...


  • Singapore PeopleSearch Pte Ltd Full time

    Offshore Private Banking Relationship Manager (Director/Executive Director) - Ethel T. Our client is a leading global bank renowned for its expertise in private banking and wealth management. They are currently seeking an experienced and accomplished Offshore Private Banking Relationship Manager at the Director/Executive Director level to join their team....


  • Singapore GIC Private Limited Full time

    About GIC Private LimitedGIC Private Limited is one of the world’s largest sovereign wealth funds, with a global presence across 40 countries and a diverse portfolio of investments.Job DescriptionWe are seeking an exceptional candidate to join our Global Investments & Portfolio Strategy (GIPS) team as an Associate/AVP. As a key member of the team, you will...


  • Singapore GIC Private Limited Full time

    GIC Private Limited is a global investment firm that invests across the Americas, Europe, and the Asia-Pacific in a range of sectors. As a leading global long-term investor, we need a skilled Associate to support our Private Equity team in evaluating investments and developing our investment strategy.About the RoleDeal evaluation: Work with deal teams...