Client Relations Specialist (Malaysia Market)

Moomoo Inc.; Kuala Lumpur; On-site; MYR 45,000 - 60,000; Full time

Benefits offered by this job

13-Month Salary (Contractual Bonus)

Career Development Opportunities

Company Team Building Activities

Free-Flow Pantry Snacks & Drinks

Access to Public Transport

FINRA SIE Exam Sponsorship

Job summary

Moomoo Inc. is seeking a Client Relations Specialist to provide comprehensive support to High Net Worth clients regarding their trading needs. Responsibilities include communication based on trading insights in U.S. and Malaysian stocks, fostering client relationships, and achieving KPI goals.

Ideal candidates should have a degree in finance or related fields with 1-3 years of experience in financial institutions. Skills in customer service and teamwork are essential, alongside a willingness to learn and use new technology.

Qualifications

• Bachelor’s degree or higher in finance or related fields preferred.
• 1-3 years of work experience in financial institutions.
• Familiar with trading U.S. stocks and Malaysian stocks.
• Possession of the Capital Market Services Representative’s License (CMSRL) is preferred.
• Customer-oriented with a team collaboration mindset.

Responsibilities

• Support and communicate with High Net Worth clients on trading needs.
• Explore client potential using market insights and product offerings.
• Adapt sales scripts to improve conversion efficiency.
• Collaborate with internal stakeholders to ensure service quality.
• Participate in client events and assist with duties as necessary.

Skills

Communication skills

Customer service

Sales strategy

Problem-solving

Education

Bachelor's degree in finance, accounting, economics, business, marketing or related fields

Tools

AI tools

Communication platforms (WhatsApp, phone)

Job description

Moomoo is a comprehensive brokerage platform that empowers proactive investors to take control of their financial future with ease and confidence. We integrate professional trading data, global financial news, a trading community, and an innovative web platform to provide users with better data, tools, and performance.

Join our dynamic team at Moomoo as a Client Relations Specialist, where your passion for finance and technology can thrive.

Responsibilities

• With a focus on High Net Worth (HNW) clients and High Value clients, provide comprehensive support and communication to clients based on their trading needs in U.S. stocks, Malaysian stocks, options, and other asset classes offered by Moomoo. Offer services in trading strategy, platform usage support, emotional guidance, and daily trading assistance. Build relationships with clients and achieve KPI goals.
• Proactively explore client potential by leveraging market insights, product offerings, rewards, and services. Utilize various communication methods such as phone calls, in-person visits, in-platform messaging, and Whatsapp messaging to achieve periodic client communication and KYC objectives. Drive asset growth, revenue growth, trading activity, and fund retention in clients’ Moomoo accounts, enhancing client loyalty and brand trust.
• Adapt and optimize sales scripts and SOPs based on diverse client needs to improve sales conversion efficiency.
• Actively collaborate with internal stakeholders based in-country and regional office to ensure the quality of client service and the achievement of key performance indicators (KPIs).
• From time to time, participate in client events and assist in any duties necessary. Events can include but are not limited to market outlook events, new store launch events, investment seminar and conference events.
• Have willingness and openness to learn and leverage AI tools to enhance productivity and efficiency in terms of customer service and product promotion. Able to articulate technology capabilities and guide users how best to navigate platform tools.

Qualifications

• Bachelor’s degree or higher in finance, accounting, economics, business, marketing, or related fields preferred.
• At least 1 - 3 year of relevant work experience in financial institutions such as banks or securities firms, with familiarity with industry competitors and business processes. Strong risk awareness and compliance mindset.
• Prior experience in trading U.S. stocks, options, and Malaysian stocks, with familiarity with Moomoo products, is preferred.
• Possession of the Capital Market Services Representative’s License (CMSRL) for Dealing in Securities (passed Module 6 & 7 exams) or commitment to obtain it after joining.
• Strong communication and comprehension skills, team collaboration mindset, and execution ability. Responsible, proactive in identifying, understanding, and solving problems.
• Bumiputera candidates are encouraged to apply.
• Good command of English and Malay; proficiency in Chinese (reading and spoken) is an added advantage.
• Customer-oriented with a strong service mindset, committed to improving client service quality and satisfaction.

Benefits

We offer a comprehensive and holistic work experience and package as follows:

• 13-Month Salary (Contractual Bonus)
• Monthly salary package consists of basic salary + commission + shift allowance (if applicable).
• Convenient Access to Public Transport
• FINRA SIE Exam Sponsorship (during probation period)
• Career Development Opportunities in the Financial Services Industry
• Company Team Building & Bonding Activities
• Free-Flow Pantry Snacks & Drinks
• Dynamic, Multinational Working Environment

Please note that only short-listed candidates will be contacted. Thank you.