Responsibilities:Conduct deep-dive investment research and produce high-quality, client-facing content covering Singapore (SGX) and Australia (ASX) equities, ETFs, options, futures, and other derivatives, alongside relevant global and cross-border opportunities.Deliver bespoke investment advisory to High-Net-Worth (HNW) clients across the Singapore and Australia markets. This includes developing tailored investment themes, providing strategic asset allocation and trade execution support, resolving day-to-day market inquiries, and actively participating in key client meetings/pitches.Draft thematic market commentary and client educational materials for the Singapore and Australia markets. Develop actionable investment strategy content, craft effective talking points/pitch scripts, and conduct ongoing training to empower Relationship Managers (RMs) across both markets.Contribute to the development of the department's product matrix by curating tailored financial solutions that align with clients' risk/return profiles. Ensure all product selections align with the firm's overarching "house view" and translate team consensus into actionable, client-ready proposals.Perform client segmentation analysis to design scalable & customized global investment & operational strategies. Based on these insights, develop and implement customized, ongoing service models and engagement plans tailored to different client tiers across the Singapore and Australia markets.RequirementsEducation and Major: Degree from a well-known institution in Finance, Economics, Accounting, Investment, Business, or related fields.Proven experience in the Singapore and/or Australia equity markets, specializing in Equity Research or Option Trading, with additional knowledge of cryptocurrency investments. Familiarity with cross-border and regional (APAC) markets is a strong plus.At least 3 years of experience in high-net-worth client service (as a relationship manager or investment advisor) or in investment strategy/financial middle office, with proven methodologies and successful experience in driving client investment strategy services, product sales, and wealth management services to frontline teams.Strong communication and coordination skills, with a strong sense of teamwork.Language skills: Native in English; Mandarin Chinese speaking is highly preferred.License Requirement: No prior license required at the point of application. The successful candidate is expected to obtain the relevant regulatory licenses after joining — Singapore MAS CMFAS modules and/or Australian RG146 / ASIC-recognized qualifications. Prior licensing or the ability to service both jurisdictions is a plus.*Only shortlisted candidates will be contacted
Responsibilities:
- Conduct deep-dive investment research and produce high-quality, client-facing content covering Singapore (SGX) and Australia (ASX) equities, ETFs, options, futures, and other derivatives, alongside relevant global and cross-border opportunities.
- Deliver bespoke investment advisory to High-Net-Worth (HNW) clients across the Singapore and Australia markets. This includes developing tailored investment themes, providing strategic asset allocation and trade execution support, resolving day-to-day market inquiries, and actively participating in key client meetings/pitches.
- Draft thematic market commentary and client educational materials for the Singapore and Australia markets. Develop actionable investment strategy content, craft effective talking points/pitch scripts, and conduct ongoing training to empower Relationship Managers (RMs) across both markets.
- Contribute to the development of the department's product matrix by curating tailored financial solutions that align with clients' risk/return profiles. Ensure all product selections align with the firm's overarching "house view" and translate team consensus into actionable, client-ready proposals.
- Perform client segmentation analysis to design scalable & customized global investment & operational strategies. Based on these insights, develop and implement customized, ongoing service models and engagement plans tailored to different client tiers across the Singapore and Australia markets.
Requirements
- Education and Major: Degree from a well-known institution in Finance, Economics, Accounting, Investment, Business, or related fields.
- Proven experience in the Singapore and/or Australia equity markets, specializing in Equity Research or Option Trading, with additional knowledge of cryptocurrency investments. Familiarity with cross-border and regional (APAC) markets is a strong plus.
- At least 3 years of experience in high-net-worth client service (as a relationship manager or investment advisor) or in investment strategy/financial middle office, with proven methodologies and successful experience in driving client investment strategy services, product sales, and wealth management services to frontline teams.
- Strong communication and coordination skills, with a strong sense of teamwork.
- Language skills: Native in English; Mandarin Chinese speaking is highly preferred.
- License Requirement: No prior license required at the point of application. The successful candidate is expected to obtain the relevant regulatory licenses after joining — Singapore MAS CMFAS modules and/or Australian RG146 / ASIC-recognized qualifications. Prior licensing or the ability to service both jurisdictions is a plus.
*Only shortlisted candidates will be contacted
Moomoo is an investment and trading platform that empowers global investors with pro-grade, easy-to-use tools, data, and insights.We believe investing is a transformative and long-term journey. That's why moomoo empowers investors with the tools and data they need to help unlock their financial potential today and in the future. Whether you're a beginner or a pro, moomoo is here to power your investment journey. With access to a wide range of both user-friendly and advanced features, including real-time market data, technical analysis tools, and in-depth order book data moomoo users can potentially enhance their trading strategies to pursue their goals.Our mission is built on three core values: transparency, innovation, and community. By using these values to guide us, we deliver a comprehensive investment experience for individuals across all trading levels.
Moomoo is an investment and trading platform that empowers global investors with pro-grade, easy-to-use tools, data, and insights.
We believe investing is a transformative and long-term journey. That's why moomoo empowers investors with the tools and data they need to help unlock their financial potential today and in the future. Whether you're a beginner or a pro, moomoo is here to power your investment journey. With access to a wide range of both user-friendly and advanced features, including real-time market data, technical analysis tools, and in-depth order book data moomoo users can potentially enhance their trading strategies to pursue their goals.
Our mission is built on three core values: transparency, innovation, and community. By using these values to guide us, we deliver a comprehensive investment experience for individuals across all trading levels.
