Director - Institutional Account Management

Moomoo Inc.; Singapore; On-site; SGD 80,000 - 120,000; Full time

Benefits offered by this job

Competitive total compensation package

Comprehensive insurance coverage

Diverse work environment

Business casual attire

Team-bonding programs

Job summary

Moomoo Inc. is looking for a Director – Institutional Account Management to provide high-quality support for External Asset Managers (EAMs) and their clients. This role includes proactive service, onboarding coordination, and transaction support, ensuring a high standard of client care. Ideal candidates will have a Bachelor’s degree and 3-5 years of experience in a brokerage or private bank, demonstrating strong client servicing skills.

Discover a diverse workplace that values innovation, with a competitive compensation package and opportunities for growth.

Qualifications

• 3–5 years of experience in servicing EAMs either in a brokerage or private bank setup.
• Familiarity with EAM business and fintech platforms is preferred.

Responsibilities

• Provide proactive support to institutional salespeople in managing relationships with EAMs.
• Coordinate account opening and onboarding for EAM-managed client accounts.
• Assist in processing investment transactions, FX deals, and cash transfers.
• Maintain accurate client records within the client management systems.

Skills

Client servicing

Stakeholder management

Organizational skills

Communication skills

Proactive approach

Education

Bachelor's degree in Finance, Business, Economics, Banking, or a related discipline

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 28 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.

Director – Institutional Account Management

The Director – Institutional Account Management role supports the institutional business in delivering high-quality service to External Asset Managers (EAMs) and their underlying clients. The role focuses on account administration, transaction execution support, client servicing, onboarding coordination and day-to-day relationship management activities. The role acts as a key point of contact for the EAMs.

Responsibilities

Client Relationship & Service Support

• Provide proactive support to the institutional salespeople in managing relationships with External Asset Managers and their underlying clients.
• Serve as a primary contact for day-to-day client servicing requests and enquiries.
• Maintain regular communication with EAM representatives to ensure prompt resolution of operational and administrative matters.
• Support client meetings, conduct platform demonstrations and follow up on action items.

Account Opening & Client Onboarding

• Coordinate account opening, onboarding and periodic review processes for EAM-managed client accounts.
• Review account documentation to ensure completeness and compliance with internal policies and regulatory requirements.
• Liaise with Compliance and Onboarding teams to facilitate timely account approvals.
• Track onboarding progress and provide status updates to the institutional salespeople and EAMs.

Transaction & Execution Support

• Assist in processing investment transactions, foreign exchange deals, cash transfers, securities subscriptions/redemptions, and corporate action instructions.
• Ensure accurate execution and booking of client instructions in accordance with internal procedures.
• Monitor pending transactions and follow up with relevant stakeholders to ensure timely completion.
• Support trade settlement and resolve transaction-related issues where required.

Operational & Administrative Support

• Maintain accurate client records and documentation within the client management systems.
• Support implementation of process improvements and service enhancement initiatives.
• Contribute to internal projects that will add value to the institutional business

Requirements

Education & Experience

• Bachelor's degree in Finance, Business, Economics, Banking, or a related discipline.
• 3–5 years of experience in servicing EAMs either in a brokerage or private bank setup
• Familiarity with EAM business and fintech platforms is preferred.

Technical Knowledge

• Understanding of wealth management products, including equities, fixed income, mutual funds, structured products, FX, and discretionary portfolio management.

Competencies

• Strong client servicing and stakeholder management skills.
• Excellent organisational skills with strong attention to detail.
• Ability to manage multiple priorities and work effectively under pressure.
• Strong communication and interpersonal skills.
• Team-oriented mindset with a proactive and solution-driven approach.

Key Success Measures

• Timely completion of account onboarding and documentation reviews.
• High service quality and responsiveness to EAM and client requests.
• Accuracy of transaction processing and operational support.

Working at Moomoo, you will get

• 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.