Relationship Manager (Malaysia Market)

Moomoo MY; Kuala Lumpur; On-site; MYR 56,000 - 89,000; Full time

Benefits offered by this job

Monthly salary package including base,

Commission and shift allowance (where适

Job summary

Moomoo MY is hiring a Client Relations Specialist in Kuala Lumpur to support high-value clients across US and Malaysian stock trading, options, and other assets. You will drive client engagement, promote platform features, and provide strategic trading guidance.

Role requires 1–3 years in financial institutions, a CMSRL license or plan to obtain, and strong communication in English and Malay. A customer-first mindset and willingness to leverage AI tools are essential.

Qualifications

• Bachelor's degree in finance, accounting, economics, business, marketing or related field.
• 1–3 years in financial institutions such as banks or securities firms.
• CMSRL license for Dealing in Securities or commitment to obtain it after joining.
• Strong communication, collaboration and problem-solving skills.
• English and Malay proficiency; Chinese is a plus.

Responsibilities

• Provide comprehensive client support to HNW and high-value clients on US/Malaysian stocks, options and other assets.
• Offer services in trading strategy, platform usage, and daily trading assistance.
• Foster client relationships to drive asset and revenue growth and retention.
• Adapt sales scripts and SOPs to improve conversion and outcomes.
• Collaborate with in-country and regional teams to ensure KPI achievement.
• Participate in client events and leverage AI tools to boost productivity.

Skills

Client communication

Relationship management

Sales and outreach

Financial markets knowledge

KYC/compliance awareness

Education

Bachelor's in Finance/Business

Tools

CRM software

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.

• 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.

Requirements

• 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:

• Monthly salary package consists of basic salary + commission + shift allowance (if applicable).
• Convenient Access to Public Transport
• CMSRL 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