Investment Counsellor, Private Wealth
Moomoo is more than just a global investment and trading platform—we’re a fast-growing force in the wealth-tech space, committed to transforming the way people invest. Since our founding in 2018, we've rapidly expanded across Singapore, Australia, Japan, Canada, and Malaysia, now empowering over 26 million users worldwide.
In Singapore, Moomoo Financial Singapore Pte. Ltd. is licensed and regulated by the Monetary Authority of Singapore (Licence No. CMS101000). In 2022, we became the first digital brokerage to earn all five SGX Group memberships across the securities and derivatives markets—a testament to our dedication to excellence and innovation.
But what truly sets us apart is our mission: to democratise investing and make smart, data-driven financial decisions accessible to everyone. We’re here to level the playing field—bringing powerful tools, real-time insights, and intuitive technology to empower investors at every stage of their journey.
Joining Moomoo means being part of a purpose-driven team that’s not only reshaping the future of investing—but also making wealth-building inclusive, informed, and inspiring. If you're excited about driving impact at the intersection of finance and technology, there's never been a better time to join us.
Investment Counsellor, Private Wealth
Responsibilities
- Provide investment advisory across multi-asset classes (equities, fixed income, ETFs, funds, structured products, MMFs).
- Execute and monitor wealth management product flows, including structured notes, bonds, MMFs, and fund transactions.
- Conduct portfolio reviews, propose strategic/tactical asset allocation, and deliver customised investment solutions to HNW/UHNW, EAM/MFO, and institutional clients.
- Support Relationship Managers in client meetings, presenting investment views, portfolio recommendations, and idea generation.
- Produce concise market insights and investment commentaries to support client engagement and idea conversion.
- Coordinate with internal product, trading, and risk teams to ensure best execution, suitability, and compliance with MAS standards.
- Track market developments and proactively generate actionable trade ideas for clients and RMs.
Please note that only short-listed candidates will be contacted.
Requirements
Requirements
- Bachelor’s degree; CFA/CAIA preferred.
- 5–10 years of experience in private banking, EAM/MFO, wealth advisory, or investment product specialist roles.
- Strong multi-asset investment knowledge, including equities, fixed income, funds, and structured products.
- Solid understanding of portfolio construction, risk profiling, and suitability frameworks.
- Confident communicator able to present investment ideas clearly to sophisticated clients.
- Strong analytical skills; comfortable working in a fast-paced, tech-driven environment.
- High integrity, strong risk awareness, and adherence to regulatory standards (MAS licensing as applicable).
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!