Relationship Manger, Private Wealth Onshore

1 week ago


Singapore moomoo Full time

Moomoo is more than just a global investment and trading platform—we’re a fast-growing force in the wealth-tech space, committed to transforming the way people invest. Since our founding in 2018, we've rapidly expanded across Singapore, Australia, Japan, Canada, and Malaysia, now empowering over **25 million users worldwide**.

In Singapore, Moomoo Financial Singapore Pte. Ltd. is licensed and regulated by the Monetary Authority of Singapore (Licence No. CMS101000). In 2022, we became the **first digital brokerage** to earn all five SGX Group memberships across the securities and derivatives markets—a testament to our dedication to excellence and innovation.

But what truly sets us apart is our mission: to make investing a viable option for people to achieve their financial goals. We’re here to **level the playing field**—bringing powerful tools, real-time insights, and intuitive technology to empower investors at every stage of their journey.

Joining Moomoo means being part of a purpose-driven team that’s not only reshaping the future of investing, but **building a world where smarter investing is within reach for all**. If you're excited about driving impact at the intersection of finance and technology, there's never been a better time to join us.

**Relationship Manger, Private Wealth Onshore**

**Responsibilities**
- Focus on Chinese background Private Wealth clients who are eligible to invest in SG, including HNWIs, private investment companies and family offices. Form good understanding on the wealth management landscape and develop a good network within the segment.
- Develop and implement strategic initiatives to drive business growth, including but not limited to direct prospecting, referring channels and events.
- Develop in-depth understanding on 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 also leverage resources among your peers and other teams within the company.
- Maintain good relationship with your clients, and establish long term client retention and partnerships.

**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 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**- **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 some seemingly boring or repetitive elements on the page. He continually assesses the app’s loading speed and visual effects.

**Requirements**:
**Requirements**:

- At least 5 years of working experience in business development functions facing HNWIs, private investment companies or family offices, focusing on trading/investment products, platforms, or solutions. CFA/FRM or related financial certificates is a plus.
- Have experiences dealing with private wealth clients on investment and asset allocation, ect. Being able to advise accordingly.
- 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 pick up quickly on demonstrating trading/investment platforms and solutions.
- Fast learner, effective communicator, and team player.
- English speaking and Fluency in Mandarin is an added advantage

**Benefits**

**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 a peace of mind
- Fun loving and diverse work environment that hosts various team-bonding programs and company events
- Business casual work attire everyday
- **An


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