Client Relationship Manager

Moomoo SG; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading digital brokerage firm in Singapore is seeking a Client Relationship Manager. This role involves providing financial business support, addressing client inquiries, and introducing wealth products. Candidates should hold a Bachelor's degree in Finance or related fields and have at least 1 year of experience in banking or wealth management. Proficiency in Chinese is required for liaison with clients. This position offers a competitive compensation package and a diverse work environment.

Benefits

Competitive compensation package

Comprehensive insurance coverage

Diverse work environment

Team-bonding programs

Business casual attire

Qualifications

• Minimum of 1 year of relevant experience in banking or wealth management.
• Proficiency in Chinese (spoken and written) required.
• Familiarity with private wealth management processes and regulations.

Responsibilities

• Provide comprehensive financial business support for priority clients.
• Address daily financial inquiries and deliver high-quality service.
• Introduce wealth products based on client profiles and needs.
• Deliver telemarketing services to generate business opportunities.
• Collaborate with marketing to ensure successful campaign delivery.

Skills

Client relationship management

Telemarketing

Financial analysis

Market knowledge

Education

Bachelor's degree in Finance, Accounting, Economics, Business, Marketing

Job description

Moomoo is more than just a global investment and trading platform—we're a fast-growing force in the wealth-tech space, committed to transforming the way people invest. Since our founding in 2018, we've rapidly expanded across Singapore, Australia, Japan, Canada, and Malaysia, now empowering over 26 million users worldwide.

In Singapore, Moomoo Financial Singapore Pte. Ltd. is licensed and regulated by the Monetary Authority of Singapore (Licence No. CMS101000). In 2022, we became the first digital brokerage to earn all five SGX Group memberships across the securities and derivatives markets—a testament to our dedication to excellence and innovation.

But what truly sets us apart is our mission: to democratise investing and make smart, data-driven financial decisions accessible to everyone. We're here to level the playing field—bringing powerful tools, real-time insights, and intuitive technology to empower investors at every stage of their journey.

Joining Moomoo means being part of a purpose-driven team that's not only reshaping the future of investing—but also making wealth-building inclusive, informed, and inspiring. If you're excited about driving impact at the intersection of finance and technology, there's never been a better time to join us.

Client Relationship Manager

Responsibilities

• Provide comprehensive financial business support for the corresponding market, establishing and maintaining close relationships with priority clients to achieve team targets and sales goals
• Address daily financial inquiries from clients, delivering high-quality service encompassing account opening support, client relationship maintenance, and issue resolution
• Introduce wealth products based on client profiles and needs, and disseminate market information on Singapore, U.S., and Hong Kong stocks
• Deliver quality telemarketing services and proactively initiate business opportunities with both existing and potential customers
• Proactively collaborate with marketing and internal stakeholders to ensure the successful delivery of campaigns and achievement of KPIs

Requirements

• Bachelor's degree or above in Finance, Accounting, Economics, Business, Marketing is preferred, candidates with equivalent experience are welcome to apply
• Minimum of 1 year of relevant experience in banking or wealth management
• Familiarity with private wealth management business processes, relevant regulations, and possess a strong sense of risk and compliance awareness
• Holder of Monetary Authority of Singapore (MAS) licenses / Passed the CMFAS (Capital Markets and Financial Advisory Services) relevant examinations
• Proficiency in Chinese (spoken and written) is required to liaise with Chinese-speaking clients
• Customer-oriented mindset, committed to providing high-quality service to clients

Benefits

• Be a part of the world's leading digital brokerage firm where growth and career development opportunities are endless
• Enjoy a competitive total compensation package that truly values your skills and contributions
• Comprehensive insurance coverage for employees and dependents to provide you a peace of mind
• Fun loving and diverse work environment that hosts various team-bonding programs and company events
• Business casual work attire everyday
• And Much More! Discover even more perks and benefits as we take you through the hiring process!

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