Relationship Manger, Private Wealth

Job description

# Relationship Manger, Private Wealth > moomoo · Singapore, Singapore · Full-time · Posted 2025-11-17 **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 **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. **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. - 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/1902DC8AA2/apply) --- Powered by [Workable](https://www.workable.com)