Director, Institutional Accounts & Client Onboarding

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 Singapore is a holistic wealth-tech platform building an intelligent investing ecosystem across its digital platform, physical experience stores and investor education community. Through the moomoo app, it provides everyday investors and professional clients with access to global markets, diverse investment products, advanced trading tools and AI-powered insights.

Since launching in March 2021, Moomoo Singapore has evolved beyond an investing platform into a popular financial literacy resource and full-spectrum wealth platform, supporting investors from their first trade to managing sophisticated portfolios. It surpassed two million customers in Singapore in June 2026, with users spanning retail investors to private wealth and institutional clients.

Moomoo Financial Singapore Pte. Ltd. is a subsidiary of Nasdaq-listed Futu Holdings Limited (Nasdaq: FUTU). The firm is regulated by the Monetary Authority of Singapore and holds a Capital Markets Services Licence (CMS101000) and Major Payment Institution Licence (PS20200617). It also has exempt financial adviser status and is authorised to provide Digital Payment Token services. Moomoo Trustee (Singapore) Pte. Ltd. is a licensed trust company, while Moomoo Singapore is a DP Clearing Member, SGX-ST Trading Member, and SGX-DT Trading and Clearing Member of Singapore Exchange.

Director – Institutional Account Management

The Director – Institutional Account Managementrole 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.