Senior Relationship Manager

moomoo; Hong Kong; On-site; HKD 800,000 - 1,100,000; Full time

Job summary

moomoo is seeking a client-focused relationship manager in Hong Kong to grow assets under management by serving high-value trading clients on our platform. You will lead end-to-end client service, including onboarding and ongoing relationship management, while driving retention and activity.

You will collaborate with Investment Advisory and Product teams to deliver portfolio health checks, asset allocation solutions, and tailored services aligned with client risk profiles and objectives.

Qualifications

• Bachelor’s degree or above in Finance, Economics, Business Administration, or related.
• 2–6 years client-facing/relationship management in financial services.
• 2+ years hands-on complex derivatives trading (must-have).
• Valid HKID or eligible HK work visa (IANG/ Talent schemes).
• Proficiency in Cantonese & Mandarin; English a strong plus.

Responsibilities

• Establish and maintain relationships with high-value and active-trading clients to hit AUM and sales targets.
• Collaborate with Investment Advisory and Product teams to provide portfolio health checks and asset allocation solutions.
• Deliver premium end-to-end service, including onboarding, ongoing relationship maintenance, and issue resolution.

Skills

Client relationship management

Derivatives trading

Financial products knowledge

Communication skills

Bilingual: Cantonese & Mandarin

Education

Bachelor’s degree in Finance/Economics/related

Job description

Key Responsibilities:

• Client Relationship & Business Growth: Establish and maintain strong, long-term relationships with high-value and active-trading clients on the platform to achieve team AUM and sales targets.
• Advisory & Solutions Collaboration: Collaborate closely with Investment Advisory and Product teams to deliver tailored services—including portfolio health checks/diagnostics and asset allocation solutions—aligned with clients' risk profiles and investment objectives.
• Client Service & Retention: Deliver premium, end-to-end services to existing clients, covering account onboarding, ongoing relationship maintenance, and resolving trading-related inquiries and issues.

職責:

• 與平台主动交易型高贡献客群客戶建立緊密的關係，以完成團隊資產管理規模和銷售目標
• 與投資顧問和產品團隊密切合作，根據客戶的需求和風險狀況向他們提供持倉診斷、資產配置等服務
• 為存量客户客戶提供優質服務，包括但不限於開戶、關係維護和解決客戶交易類問題

Requirements:

• Education: Bachelor’s degree or above, preferably in Finance, Economics, Business Administration, or a related discipline.
• Experience: 2–6 years of relevant client-facing / relationship management experience in financial services or brokerage.
• Trading Expertise (Must-have): In-depth knowledge of financial products with a minimum of 2 years of hands‑on experience in complex derivatives trading.
• Work Authorization: Valid Hong Kong Permanent Identity Card (HKID) or eligible Hong Kong work visa (e.g., IANG, TTPS / Top Talent Pass Scheme, QMAS).
• Language Proficiency: Professional working proficiency in Cantonese and Mandarin (both spoken and written); fluency in English is a strong plus.
• Mindset: Highly client‑centric with strong service orientation, commercial acumen, and excellent communication skills.

Preferred Qualifications (Nice to Have):

• Prior experience in Private Banking (PB) or Private Wealth Management (PWM), with a solid understanding of PWM operational workflows, industry regulations, and strong risk & compliance awareness.
• Currently holding SFC Type 1 & 4 representative licenses, or having passed HKSI Licensing Examination Papers 1, 7 & 8.
  

要求:

• 本科及以上學歷，金融、經濟或相關專業優先
• 2-6年客戶相關工作經驗
• 持有香港身份證 或 在港工作/逗留簽證（IANG/高才/優才）
• 粵語和國語可以作為工作語言, 會英語者優先考慮
• 熟悉期權，並擁有2年或以上複雜衍生品交易經驗 (必須)
• 以客為先，有服務意識，能為客戶提供卓越的優質服務

加分項

• 優先考慮有私人銀行或私人財富管理相關工作經驗，熟悉私人財富管理業務流程及相關法規，具備風險及合規意識的候選人
• 優先考慮持有香港證監會1,4號牌照或通過證券及期貨考試 1,7 & 8 卷的候選人