Investment Counsellor, Private Wealth

Moomoo Technologies Inc; Singapore; On-site; SGD 120,000 - 180,000; Full time

Benefits offered by this job

Comprehensive insurance coverage for员工

Team bonding events

Career development opportunities

Business casual attire

Job summary

Moomoo Technologies Inc is seeking an Investment Counsellor for Private Wealth to provide expert investment advisory across multi-asset classes to HNW/UHNW and institutional clients. You will support Relationship Managers with portfolio recommendations, conduct reviews, and deliver market insights to drive client engagement.

The role requires 5–10 years of relevant private banking or wealth advisory experience, a Bachelor's degree, and CFA/CAIA preferred, all within a fast-paced, tech-driven

Qualifications

• Bachelor’s degree required.
• CFA/CAIA preferred.
• 5–10 years of relevant experience in private banking or wealth advisory.
• Strong multi-asset investment knowledge.
• Excellent communication and analytical skills.

Responsibilities

• Provide investment advisory across multi-asset classes to HNW/UHNW, EAM/MFO, and institutional clients.
• Execute and monitor wealth management product flows, including structured notes and funds.
• Conduct portfolio reviews and propose asset allocation strategies.
• Support Relationship Managers with client meetings and investment views.
• Produce market insights and commentaries to support engagement.
• Coordinate with product, trading, and risk teams to ensure best execution and MAS compliance.

Skills

5–10 years of experience in private银行/

Education

Bachelor’s degree

CFA/CAIA preferred

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.

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!

Investment Counsellor, Private Wealth

Responsibilities

• • Provide investment advisory across multi-asset classes (equities, fixed income, ETFs, funds, structured products, MMFs).
  • Execute and monitor wealth management product flows , including structured notes, bonds, MMFs, and fund transactions.
  • Conduct portfolio reviews , propose strategic/tactical asset allocation, and deliver customised investment solutions to HNW/UHNW, EAM/MFO, and institutional clients.
  • Support Relationship Managers in client meetings, presenting investment views, portfolio recommendations, and idea generation.
  • Produce concise market insights and investment commentaries to support client engagement and idea conversion.
  • Coordinate with internal product, trading, and risk teams to ensure best execution, suitability, and compliance with MAS standards.
  • Track market developments and proactively generate actionable trade ideas for clients and RMs.

Requirements

• • Bachelor’s degree; CFA/CAIA preferred.
  • 5–10 years of experience in private banking, EAM/MFO, wealth advisory, or investment product specialist roles.
  • Strong multi-asset investment knowledge, including equities, fixed income, funds, and structured products.
  • Solid understanding of portfolio construction, risk profiling, and suitability frameworks.
  • Confident communicator able to present investment ideas clearly to sophisticated clients.
  • Strong analytical skills; comfortable working in a fast-paced, tech-driven environment.
  • High integrity, strong risk awareness, and adherence to regulatory standards (MAS licensing as applicable).

Our Values

• • 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 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 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 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.