Relationship Manger, Private Wealth

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    Company NameMoomoo SG
    Company TypePrivate
    Job TypeFull-Time
    Salary RangeMarket Competitive
    LocationSingapore, Singapore
    QualificationsBachelor’s Degree
    Experience5 Year+

    Job Overview

    Moomoo SG is seeking a skilled Relationship Manager, Private Wealth, to join their team in Singapore. In this role, you will be responsible for cultivating and managing relationships with high-net-worth clients, providing bespoke wealth management solutions, and driving business growth within the private wealth sector.

    Company Overview

    Based in Singapore, Moomoo Financial Singapore Pte. Ltd. (Moomoo Singapore), a subsidiary of the Tencent-backed and Nasdaq-listed Futu Holdings Limited (Nasdaq: FUTU), is a next-generation digital brokerage that provides on-the-go trading and wealth management services via its investment super-app, moomoo. Moomoo Singapore strikes a balance between offering a user-friendly, digital-first interface and advanced tech-driven product features to offer investors an enhanced investing experience. Moomoo Singapore’s mission is to provide investors with an intuitive and powerful investing platform by using technology to meet the market’s unmet needs. As of December 2022, Moomoo Singapore serves more than 25% of the Singapore population aged between 20 and 70. Since its debut in Singapore in March 2021, Moomoo Singapore has evolved beyond an investing platform into a popular financial literacy resource. Moomoo Singapore aims to become an influential financial services platform globally, by prioritising users and user experience, driving high innovation across its product upgrade, and enriching products and services offering that meet the evolving needs of investors, companies, and the industry.

    Quick Details

    • Salary Range: Market Competitive
    • Job Type: Full-time
    • Qualifications: Bachelor’s Degree
    • Experience: 5 Year+

    Key Responsibilities

    • Cultivate, manage, and expand relationships with high-net-worth private wealth clients.
    • Provide comprehensive investment advice and tailor wealth management solutions.
    • Drive new client acquisition and achieve ambitious business development targets.
    • Conduct in-depth financial needs analysis and portfolio reviews for clients.
    • Stay abreast of market trends and regulatory changes impacting wealth management.
    • Ensure all client interactions and transactions adhere to compliance standards.

    Requirements

    • Proven track record as a Relationship Manager in private wealth or financial services.
    • Deep understanding of investment products, financial markets, and wealth planning strategies.
    • Excellent communication, negotiation, and interpersonal skills to build client trust.
    • Ability to work independently and collaboratively in a fast-paced environment.
    • Relevant financial certifications (e.g., CMFAS, CFA) are highly advantageous.
    • Bachelor’s degree in Finance, Business, Economics, or a related discipline.

    Benefits

    • Opportunity to work with a leading next-generation digital brokerage in Singapore.
    • Competitive remuneration package with performance-based incentives.
    • Dynamic and innovative work environment utilizing cutting-edge financial technology.
    • Significant professional development and career progression opportunities.
    • Access to Moomoo’s advanced investment super-app and extensive resources.
    • Be part of a company dedicated to enhancing user experience and financial literacy.

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