Institutional Account Services Manager

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.

**Institutional Account Services Manager**

**Responsibilities**

**1. Client Onboarding & Account Setup**
- Lead and coordinate onboarding of institutional accounts (funds, EAMs, broker omnibus) including KYC/AML documentation, legal entity validation, and operational configuration.
- Work closely with legal, compliance, and tech teams to ensure timely and accurate setup in line with regulatory and internal policies.

**2. Account Lifecycle Management**
- Serve as primary operations contact for all institutional accounts.
- Handle ongoing requests such as account amendments, structure changes, authorisation updates, and trading limits.
- Support omnibus account reconciliation, client mapping, and sub-account reporting logic.

**3. Operational Support & Issue Resolution**
- Monitor post-trade processes including settlement, funding, corporate actions, and reconciliations.
- Work with internal teams (tech, trading ops, finance) to resolve breaks, ensure margin sufficiency, and deliver operational SLAs.
- Support daily interaction with external service providers such as custodians, fund admins, and brokers.

**4. Client Reporting & Service Customization**
- Deliver tailored reporting including NAV statements, sub-account breakdowns, trade confirms, margin reports, and exposure dashboards.
- Configure access and user permissions based on EAM or fund structure.

**5. Process Enhancement & Platform Feedback**
- Identify service gaps and propose process improvements to enhance efficiency and client satisfaction.
- Channel feedback to product and tech teams for platform feature upgrades (e.g., API integrations, reporting enhancements).

**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**:

- Familiarity with FIX/API setup for institutional clients.
- Background in tech-forward platforms (e.g., Saxo, Interactive Brokers, or moomoo-style platforms).
- Chinese language proficiency is a plus (for regional client support).

**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
- **And Much More**: Discover even more perks and benefits as we take you through the hiring process