Client Relationship Manager - Key Accounts

Moomoo Canada; Vancouver; On-site; CAD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Comprehensive benefits

Performance-based incentives

Opportunities for professional growth

Job summary

Moomoo Canada is looking for a Client Relationship Manager to manage high-value client relationships across Canada. The successful candidate will act as a key point of contact for priority clients, ensuring exceptional service throughout the client lifecycle from onboarding to engagement.

Applicants should have a minimum of 5 years of experience in financial services, full professional fluency in English and Mandarin, and a strong understanding of investment products. The role offers competitive salary and benefits in a leading fintech company.

Qualifications

• Minimum 5 years of experience in financial services roles.
• Full professional fluency in English and Mandarin is required.
• Strong understanding of investment products and client service processes.

Responsibilities

• Manage and grow relationships with high-value clients.
• Serve as a key point of contact for priority clients.
• Provide structured client feedback and market insights.

Skills

Business Development

Client Relationship Management

Client Retention

Consultative Communication

Investment Knowledge

Microsoft Excel

Mandarin Communication

Cantonese Communication

Education

Canadian Securities Course (CSC)

Conduct and Practices Handbook (CPH)

Undergraduate degree in Finance, Economics, Business or related discipline

Job description

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 escalage operational, conduct, service, or risk-related concerns when appropriate

Requirements

• Completion of the Canadian Securities Course, CSC, and Conduct and 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 to support Canada's Chinese-speaking client base
• 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 Statement

Moomoo Financial Canada (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. If you require accommodation at any stage, please let us know, and we will work with you to meet your needs.

All employment offers are contingent upon meeting any applicable regulatory, licensing, or background check requirements. Candidates must be legally authorized to work in Canada at the time of application.

By applying to this position, you acknowledge that your personal information will be collected and used for recruitment purposes in accordance with applicable privacy laws.