Junior Relationship Manager, Private Wealth

2 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.

Junior Relationship Manager, Private Wealth & Institutional Business

Responsibilities

  • As a member of trading and investment advisory function for Private Wealth & Institutional Business, contribute to the region’s growth strategy by actively servicing the emerging tier of HNW and institutional clients and growing the AUM.
  • Build and maintain trusted relationships with clients, acting as their primary point of contact for investment related services on demand.
  • Develop in-depth understanding on moomoo’s platforms, products and solutions, able to differentiate and match accordingly to clients’ trading and investment needs.
  • Conduct initiatives systematically for client upgrade, cross sell, referral and reactivations. Proactively identify opportunities to deepen client relationships and generate new business opportunities.
  • Provide clients systematically with regular market insights, product updates, portfolio and investment advisories, and help them make informed decisions, delivering the best investment experiences for the clients.
  • Initiate and drive internal improvements on platforms, products and solutions to better match the general needs of financial institutions.

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

Requirements

Requirements

  • Bachelor’s degree, preferably in finance, banking or economics, CFA is a plus.
  • Minimum 3 years of experience within capital markets or private banking, with proven experience in managing client relationships, sales trading or investment advisories.
  • In-depth knowledge of investment products, multi-assets trading and financial markets.
  • Excellent communication and interpersonal skills with the ability to engage the audience both 1 on 1 and in front of a group.
  • Strong analytical and problem-solving skills, with a keen attention to detail.
  • Fluent in both spoken and written English, Good command of Mandarin is a huge plus.
  • Result-oriented, self-motivated with the ability to work under pressure and be a team player. 
  • Having passed CMFAS 1A, 6A and 6, or being exempted is preferred.

Benefits

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.

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