Relationship Manager, Private Wealth

About the role

Moomoo is seeking a Relationship Manager to drive acquisition and growth of high‑net‑worth (HNW) clients for its private wealth division. You will be responsible for expanding assets under management (AUM) and revenue by delivering tailored investment solutions.

Key responsibilities

• Achieve KPIs for new HNW client acquisition, AUM growth, and revenue.
• Prospect and engage potential clients from personal networks, including individuals, families, and corporate entities.
• Prepare and deliver customized sales presentations, proposals, and product pitches.
• Promote a range of brokerage products such as equities, mutual funds, structured products, derivatives, and private banking services.
• Conduct market and client research to uncover sales opportunities.
• Provide administrative support for account openings, documentation, and compliance checks.
• Participate in client meetings, events, and roadshows to generate leads and strengthen relationships.
• Collaborate with internal risk, operations, finance, and compliance teams to ensure a seamless client journey.

Required profile

• Bachelor’s degree in finance, economics, business or related field; CFA/FRM/CMFAS a plus.
• Minimum 5 years of business‑development experience serving HNWIs, private investment firms or family offices.
• Proven track record of top‑line sales performance.
• Professional demeanor with strong analytical and interpersonal abilities.

Required skills

• Proficiency with CRM systems.
• Advanced Microsoft Office skills.

What we offer

• Opportunity to work in a fast‑growing wealth‑tech company with a global footprint.
• Access to cutting‑edge investment platforms and tools.
• Collaborative, purpose‑driven team environment.