Senior Relationship Manager, Private Wealth

About the role

Moomoo Singapore is a wealth-tech platform offering access to global markets, investment products and trading tools, serving retail investors, private wealth and institutional clients. It is looking for a Senior Relationship Manager, Private Wealth to drive new high-net-worth client acquisition, AUM growth and revenue targets.

Key responsibilities

• Achieve personal KPIs on new high-net-worth client acquisition, AUM growth and revenue targets.
• Prospect and engage potential clients, including high-net-worth individuals and corporate clients, using own connections and resources.
• Prepare and deliver sales presentations, proposals and product pitches tailored to client needs.
• Promote brokerage products, equities, mutual funds, structured products, derivatives and private banking services.
• Conduct market and client research to identify sales and growth opportunities.
• Provide administrative support, including account openings, documentation and compliance checks.
• Take part in client meetings, events and roadshows to generate leads and strengthen relationships.
• Work with risk, operations, finance and compliance teams to ensure a smooth client journey.

Required profile

• Bachelor's degree in finance, economics, business or a related field; CFA, FRM or CMFAS certification is a plus.
• At least 5 years of experience in business development facing HNWIs, private investment companies and family offices, focused on trading, investment products, platforms or solutions.
• Proven top sales performance in previous roles is a strong plus.
• Understanding of KYC, AML and compliance standards; regulatory certifications are a plus.
• Professional, client-focused, proactive and eager to learn; Mandarin preferred.

Required skills

• Familiarity with equities, futures/options and wealth management products is a huge plus.
• Excellent communication, interpersonal and analytical skills.
• Proficiency in CRM systems and Microsoft Office is beneficial.

What we offer

• Competitive total compensation package.
• Insurance coverage for employees and dependents.
• Fun-loving, diverse work environment with team-bonding programs and company events.
• Business casual work attire every day.