Junior Relationship Manager, Private Wealth - Key Account Business Department
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 28 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.
Junior Relationship Manager, Private Wealth – Key Account Business Department
Responsibilities
- Assist in prospecting and gradually building the ability to prospect new clients, Support marketing initiatives.
- Support Senior Relationship Managers in managing client portfolios and identifying opportunities.
- Gradually assume responsibility for a select portfolio of clients.
- Provide administrative support, including account openings, documentation, and compliance checks.
- Assist in preparing client reports, investment proposals, and meeting materials.
- Respond to client queries and maintain high levels of service.
- Conduct regular portfolio reviews and recommend investment strategies.
- Collaborate with internal teams to ensure seamless service delivery.
Please note that only short-listed candidates will be contacted.
Requirements
Requirements
- Education: Bachelor’s degree in finance, economics, business, or related fields; certifications like CFA or CACS are a plus.
- Candidates without experience are welcome to apply.
- Skills: Excellent communication, interpersonal, and analytical skills.
- Technical Knowledge: Familiarity with financial products, including equities, futures/options and wealth management products are a huge plus. Proficiency in CRM systems and Microsoft Office is beneficial.
- Regulatory Knowledge: Understanding of KYC, AML, and compliance standards; regulatory certifications are a plus.
- Attributes: Professional, client-focused, proactive, and eager to learn and grow in wealth management.
- Proficiency in Mandarin is preferred to liaise with Mandarin-speaking stakeholders/clients.
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!