Associate Director, Private Wealth Strategy

3 months ago

Singapur, 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 an unique digitalised investment community to connect all users, investors, companies, analysts, media and key opinion leaders.

 

In Singapore, Moomoo Financial Singapore Pte. Ltd. (www.moomoo.com/sg) 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 & Solutions

Be 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.

 

Responsibilities

  • Understand 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. Be able to conceptualise the to-be state of new product/vertical launch and product enhancements, define the scope of work required to ensure the competitiveness of new products.
  • 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 timely basis.
  • Support the team in discussions, due diligence and negotiation processes with external strategic partners.

 

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.

 

Please note that only short-listed candidates will be contacted.

Requirements

Requirements

·       Minimum 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)

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

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