HNW Client Relations & Trading Support Specialist
Moomoo Inc.
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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
Education
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Job description
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.
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