Team Lead - Private Wealth

Job description

# Team Lead - Private Wealth > moomoo · Singapore, Singapore · Full-time · Posted 2026-09-08 **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. **Team Lead – Private Wealth** The Team Lead – Private Wealth will play a pivotal role in Moomoo SG’s next phase of Private Wealth growth. This is a player-coach position: the Team Lead is expected to personally drive client acquisition and meet KPIs in the first six months, while also recruiting and scaling a new frontline team within an established organisational structure. The ideal candidate will be a commercially driven wealth-management professional with leadership experience, strong sourcing capabilities, and a passion for building high-performing teams to capture market opportunities. **Responsibilities** **Business Acquisition & KPI Delivery (First 6 Months)** - Personally originate and acquire new HNWIs, Family Offices, and SME clients to accelerate AUM growth. - Achieve individual and initial team KPIs for new client funding, AUM, and revenue during the ramp-up period. - Leverage personal networks, strategic partnerships, and market insights to establish a solid book of business. - Build and maintain a disciplined pipeline with clear conversion metrics and reporting. - Collaborate with marketing, product, and channel teams to execute targeted acquisition campaigns. **Team Recruitment & Leadership** - Recruit a new team of **Relationship Managers (RMs), Assistant RMs (ARMs), and other frontline roles** in line with the approved team structure and expansion plan. - Onboard, coach, and develop new hires to achieve productivity quickly and uphold Moomoo’s standards. - Instil a collaborative, client-centric culture with high performance and compliance discipline. - Establish ongoing coaching routines, performance reviews, and career-development pathways for team members. **Client Relationship Management & Service Excellence** - Provide strategic guidance and frontline support in servicing key clients, including complex onboarding, large AUM transitions, and cross-border structures. - Partner with product specialists to deliver holistic, multi-asset investment solutions and private-market offerings. - Promote consistent client service quality to enhance satisfaction, retention, and wallet share. **Process, Compliance & Governance** - Ensure the team operates in strict compliance with MAS regulations, AML/KYC standards, and Moomoo’s risk framework. - Collaborate with internal partners (product, compliance, operations) to enhance onboarding and servicing efficiency. - Monitor and continuously improve workflows to support business scalability and regulatory readiness. ## Requirements - 8+ years of experience in private banking, wealth management, or related financial-services sectors. - **Proven track record of personally bringing in new clients and achieving AUM/revenue targets.** - 3+ years in leadership roles with experience in **recruiting and scaling or managing frontline teams in growth environments.** - Strong understanding of HNWI and Family Office investment needs and Singapore’s regulatory framework (MAS, AML/KYC). - Bachelor’s degree or above in Finance, Business, or related field; CFA/CFP is an advantage. **Skills & Competencies** - Entrepreneurial and results-oriented with the ability to **produce business personally while scaling a team.** - Skilled in attracting, hiring, coaching, and retaining high-calibre relationship managers. - Excellent commercial instincts, client-sourcing capabilities, and negotiation skills. - Strong leadership presence with data-driven pipeline and performance-management practices. - Proficiency in English and an added advantage for proficiency in Mandarin preferred to effectively serve regional HNWI 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! ## Apply [Apply at moomoo](https://apply.workable.com/moomoo/j/ABA0612299/apply) --- Powered by [Workable](https://www.workable.com)