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 looking for a Client Relationship Manager. The role involves providing financial business support and maintaining close relationships with clients, addressing inquiries, and introducing wealth products. Candidates should possess a degree in Finance or related fields and at least one year of banking or wealth management experience. Proficiency in Chinese is required to liaise with clients. Enjoy a competitive compensation package and a diverse, fun-loving work environment.

Benefits

Competitive total compensation package

Comprehensive insurance coverage

Team-bonding programs and events

Business casual work attire

Additional perks and benefits

Qualifications

• Minimum of 1 year of relevant experience in banking or wealth management.
• Strong sense of risk and compliance awareness.
• Holder of Monetary Authority of Singapore (MAS) licenses.

Responsibilities

• Establish and maintain relationships with priority clients.
• Deliver high-quality service for account inquiries and issue resolution.
• Introduce wealth products based on client profiles.

Skills

Client relationship management

Financial business support

Telemarketing

Customer-oriented mindset

Proficiency in Chinese

Education

Bachelor's degree in Finance, Accounting, Economics, Business, or 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!

Our Values

Integrity

Integrity Story: Say No to Super High Leverage. We hold fast to our value of integrity and attach great importance to user experience and risk management. Unlike some other brokerages, we don’t try to attract users’ attention by claiming to enable super high-leverage financing for IPO subscriptions, which quickly reaches the limit.

Efficiency

Efficiency Story: Promise Made to a User on New Year's Eve. On February 11, 2021, Chinese New Year's Eve, a user wrote a post in the Community at around 8 AM and received Leaf’s reply just 8 minutes later. According to the user’s suggestion, we issued a letter to shareholders after releasing our annual report.

Service

Service Story: Providing Excellent Services and Undertaking Our Responsibilities. After Ant Group’s IPO was suspended, we refunded all subscribers’ subscription fees and margin interest, bearing all the costs ourselves.

Excellence

Excellence Story: Leaf Opens Our App Over 30 Times a Day. According to statistics, Leaf opens our app over 30 times a day on average. He repeatedly checks every detail. While normal users might just enter a trading page and stop there, Leaf taps some seemingly boring or repetitive elements on the page. He continually assesses the app’s loading speed and visual effects.

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