Digital Private Wealth Manager, Private Wealth

2 days ago

Singapore MOOMOO FINANCIAL SINGAPORE PTE. LTD. Full time

**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 private wealth marketing team to expand leads funnels, including but not limited to supporting from private wealth sales expertise to digital marketing campaigns and marketing 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 leverage resources among your peers and other teams within the company.
- Maintain good relationship with family offices and HNW clients and establish long term client retention and partnerships.
- Form good understanding on 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.
- Have experiences dealing with private wealth clients on investment and asset allocation, ect. Being able to discuss on 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 pick up quickly on demonstrating trading/investment platform and solutions.
- Fast learner, effective communicator, and team player.
- English speaking and Fluency in Mandarin is an added advantage

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