moomoo | Digital Private Wealth Manager, Private Wealth
7 hours ago
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.
Working at Moomoo, you will get
Be 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 More : Discover even more perks and benefits as we take you through the hiring process
Digital Private Wealth Manager, Private Wealth & Institutional Business
Responsibilities
Receive Private Wealth sales pipeline from multiple channels, mainly digitally from marketing activities, and conduct efficient conversion into private wealth clients.
Develop and implement strategic initiatives to help the private wealth marketing team expand leads funnels, including but not limited to support from private wealth sales expertise to digital marketing campaigns and marketing events.
Develop an in-depth understanding of 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 leverage resources among your peers and other teams within the company.
Maintain a good relationship with family offices and HNW clients and establish long-term client retention and partnerships.
Form a good understanding of the wealth management landscape and develop a good network within the segment.
Requirements
At least 3 years of working experience in business development functions facing HNW clients or family offices, focusing on trading/investment products, platforms, or solutions.
Experience dealing with private wealth clients on investment and asset allocation, able to discuss client investment needs and provide preliminary advisory.
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 quickly demonstrate trading/investment platform and solutions.
Fast learner, effective communicator, and team player.
English speaking; fluency in Mandarin is an added advantage.
Please note that only short-listed candidates will be contacted.
Our Values
Integrity
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
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 a reply just 8 minutes later. According to the user's suggestion, we issued a letter to shareholders after releasing our annual report.
Service
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
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 on some seemingly boring or repetitive elements on the page. He continually assesses the app’s loading speed and visual effects.
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