Account 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.
Account Manager, Private Wealth - Key Account Business Department
Responsibilities
- Manage an assigned book of HNW clients, ensuring high levels of service and client satisfaction.
- Achieve personal KPIs related to AUM growth, revenue targets and new high-net-worth client acquisition.
- Develop and execute personalized wealth management strategies for clients, tailored to their investment objectives.
- Promote and cross-sell brokerage products, equities, mutual funds, structured products, derivatives and private banking services.
- Monitor client portfolios and provide regular performance reporting and market updates.
- Identify opportunities to increase client assets under management (AUM) and revenue.
- Collaborate with internal teams (research, operations, compliance) to ensure seamless execution of transactions.
- Participate in client meetings, events, and relationship-building initiatives.
Requirements
- Education: Bachelor’s degree in finance, economics, business, or related fields; certifications like CFA/FRM or CMFAS are a plus.
- Experience: 3+ years of relevant experience preferred, highly motivated fresh graduates are also encouraged to apply, exposure to HNW/UHNW clients or networks is a strong advantage.
- 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.
- Mandarin preferred due to frequent interaction with Mandarin-speaking 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!
Please note that only short-listed candidates will be contacted.