Account Manager, Private Wealth - Key Account Business Department

Job description

# Account Manager, Private Wealth - Key Account Business Department > moomoo · Singapore, Singapore · Full-time · Posted 2026-03-13 **Workplace:** on_site ## Description 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. ## Apply [Apply at moomoo](https://apply.workable.com/moomoo/j/3C174E99B0/apply) --- Powered by [Workable](https://www.workable.com)