Client Relationship Manager - Key Accounts

Moomoo Canada; Toronto; On-site; CAD 80,000 - 120,000; Full time

Benefits offered by this job

Competitive salary

Comprehensive benefits

Performance-based incentives

Opportunities for professional growth

Beautiful office space with city views

Job summary

Moomoo Canada is seeking a dynamic Senior Product Manager to enhance growth in investment brokerage services. Based in Toronto, you will collaborate closely with product, engineering, and client teams.

This role is pivotal for managing relationships with high-value clients, ensuring client satisfaction, and contributing to the overall growth of the business.

Your fluency in English and Mandarin will aid in delivering outstanding service and communicating effectively with clients.

Qualifications

• 5+ years of experience in retail brokerage, financial advisory, or related services.
• Full professional fluency in English and Mandarin, with trilingual preferred.
• Strong understanding of investment products and brokerage platforms.

Responsibilities

• Manage and grow relationships with high-value clients.
• Serve as a key point of contact throughout the client lifecycle.
• Support client retention, asset growth, and referral generation.

Skills

Business Development

Client Relationship Management

Consultative Communication

Investment Knowledge

Data Analysis

Education

Completion of the Canadian Securities Course (CSC)

Undergraduate degree in Finance, Economics, Business or related discipline

Tools

Microsoft Excel

CRM Management

Job description

About Moomoo Canada Financial Inc. (MFC)

MFC is a CIRO‑regulated investment dealer and a subsidiary of FUTU Holdings Inc., a global leader in online brokerage and wealth management solutions. Based in Toronto, MFC provides an advanced, user‑friendly trading platform to over 27 million users worldwide.

Senior Product Manager (Investment Brokerage)

We are seeking a dynamic Senior Product Manager to drive growth and innovation in our investment brokerage services, working closely with product, engineering, and client teams.

Responsibilities

• Manage and grow relationships with high‑value clients across the Canadian market.
• Serve as a key point of contact for priority clients throughout the client lifecycle, including onboarding, activation, ongoing engagement, service support, and long‑term relationship management.
• Build trusted client relationships through proactive communication, thoughtful follow‑up, and professional service.
• Support client retention, asset growth, referral generation, and new‑client conversion initiatives.
• Identify opportunities to deepen existing client relationships and improve client engagement.
• Work with internal partners to resolve client needs, service requests, and account‑related matters in a timely and professional manner.
• Support the planning and execution of client engagement activities, educational sessions, appreciation events, and premium client programs.
• Provide structured client feedback and market insights to internal teams to help improve product, service, and client experience.
• Maintain accurate CRM records, client notes, service plans, follow‑up actions, and documentation.
• Follow all applicable regulatory requirements, internal policies, client communication standards, and compliance procedures.
• Identify and escalated operational, conduct, service, or risk‑related concerns when appropriate.

Requirements

Must‑have

• Completion of the Canadian Securities Course, CSC, and Conduct & Practices Handbook, CPH.
• Minimum 5 years of experience in retail brokerage, wealth management, private banking, financial advisory, client relationship management, or a related financial services role.
• Experience working with high‑value, high‑net‑worth, active investor, or sophisticated client segments.
• Strong understanding of investment products, brokerage platforms, trading workflows, and client service processes.
• Proven ability to manage client relationships, support business growth, and deliver a high‑quality client experience.
• Strong relationship‑building, consultative communication, and client engagement skills.
• Commercial mindset with the ability to identify client needs, business opportunities, and relationship development potential.
• Full professional fluency in English and Mandarin is required.
• Trilingual capability in English, Mandarin, and Cantonese is strongly preferred.
• Strong attention to detail in documentation, data entry, client records, and compliance‑related administrative work.
• Ability to manage multiple priorities, client relationships, and internal follow‑ups in a fast‑paced environment.

Nice‑to‑have

• Undergraduate degree in Finance, Economics, Business, or a related discipline.
• Strong familiarity with North American capital markets, including U.S. and Canadian equities, ETFs, fixed income, foreign exchange, and market structure.
• Familiarity with options, margin, order types, and trading‑related risk concepts.
• Understanding of Canadian registered accounts, including RRSP, TFSA, FHSA, and other wealth planning topics.
• Knowledge of retirement planning, estate planning, tax‑efficient investing, or cross‑border wealth considerations.
• Progress toward or completion of PFP, CFP, CIM, CFA, or other relevant professional designations.
• Experience supporting sophisticated traders, active investors, or high‑net‑worth clients.
• Comfortable participating in client events, educational sessions, and relationship‑building activities.

Job Skills

Business Development, Client Relationship Management, Client Retention, Client Centricity, Consultative Communication, Financial Services, Brokerage Operations, CRM Management, Client Segmentation, Cross‑Functional Collaboration, Investment Knowledge, Data Analysis, Microsoft Excel, Microsoft Office, Compliance Awareness, English Communication, Mandarin Communication, Cantonese Communication, Long‑Term Relationship Planning.

Benefits

• Competitive salary, comprehensive benefits, and performance‑based incentives.
• Opportunities for professional growth in a fast‑growing fintech company.
• Beautiful office space in mid‑town Toronto with stunning city views.
• Work in a company that is a global leader in online brokerage and wealth management.

Equal Opportunity Employer

Moomoo Canada Financial Inc. (MFC) is an equal opportunity employer committed to fostering an inclusive and diverse workplace. WE welcome applications from all qualified individuals, including but not limited to those from racialized communities, Indigenous peoples, persons with disabilities and members of the LGBTQ+ community. MFC is committed to providing reasonable accommodations throughout the recruitment process in accordance with the Accessibility For Ontarians with Disabilities Act (AODA) and the Ontario Human Rights Code.