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Open nowPosted 7 days ago

Relationship Manger, Private Wealth

MyCareersFuture94,028 open roles

Pay
SGD 8,000 – SGD 14,000 a month
Where
Central, Singapore
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Your applicationOpen nowRelationship Manger, Private WealthMyCareersFuture · Central, Singapore

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  2. 3.3%3 days
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  4. 14.0%14 days
  5. 33.7%30 days
This job: posted 7 days ago

The posting

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.

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!

Relationship Manger, Private Wealth

Responsibilities

  • Achieve personal KPIs related to new high-net-worth client acquisition, AUM growth, and revenue targets.
  • Actively prospect and engage potential clients from own connections and resources, including high-net-worth individuals and corporate clients.
  • 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 potential sales and growth opportunities.
  • Provide administrative support, including account openings, documentation, and compliance checks.
  • Participate in client meetings, events, and roadshows to generate leads and strengthen relationships.
  • Collaborate with internal teams (risk, operations, finance, compliance) to ensure smooth client journey.

Requirements

  • Education: Bachelor’s degree in finance, economics, business, or related fields; certifications like CFA/FRM or CMFAS are a plus.
  • Experience: At least 5 years of working experience in business development functions facing HNWIs, private investment companies and family offices, focusing of trading/investment products, platforms or solutions. Proven track record of top sales performance in previous roles is a strong plus.
  • Skills: Excellent communication, interpersonal, and analytical skills.
  • Technical Knowledge: Familiarity with financial products, including equities, futures/options and wealth management products, is 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.

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.

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

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