Junior Relationship Manager, Private Wealth - Key Account Business Department

Moomoo SG; Singapore; On-site; SGD 40,000 - 80,000; Full time

Job summary

Join a forward-thinking company as a Junior Relationship Manager in Private Wealth. This role offers a unique opportunity to engage with high-net-worth clients while supporting senior managers in portfolio management. You'll gain valuable experience in a dynamic environment, collaborating with internal teams to deliver exceptional service. With a focus on integrity and excellence, this innovative firm provides a competitive compensation package and a vibrant workplace culture. If you're proactive and eager to grow in wealth management, this opportunity is perfect for you.

Benefits

Comprehensive insurance coverage

Fun loving and diverse work environment

Business casual work attire

Team-bonding programs

Career development opportunities

Qualifications

• Bachelor's degree from a top-tier university in finance or related fields.
• Fresh graduates welcome; experience with HNW/UHNW clients is a plus.

Responsibilities

• Assist in prospecting and managing client portfolios.
• Provide administrative support and prepare client reports.

Skills

Excellent communication

Interpersonal skills

Analytical skills

Proficiency in Mandarin

Education

Bachelor's degree in finance, economics, or business

Certifications like CFA or CACS

Tools

CRM systems

Microsoft Office

Job description

Moomoo Financial Singapore Pte. Ltd. (Moomoo Singapore) is an advanced financial technology company transforming the investing experience by offering a digitalised brokerage and wealth management platform - moomoo. Moomoo enhances the user experience with market data, news, and powerful analytical tools. Moomoo also embeds an unique digitalised investment community to connect all users, investors, companies, analysts, media and key opinion leaders.

In Singapore, Moomoo Financial Singapore Pte. Ltd. (www.moomoo.com/sg) offers investment products for trading via the moomoo platform, and it is a capital markets services licence holder regulated by the Monetary Authority of Singapore (Licence No. CMS101000). In June 2022, Moomoo Singapore became the first digital brokerage to receive all five memberships from the SGX Group for the securities and derivatives markets.

Junior Relationship Manager, Private Wealth - Key Account Business Department

Responsibilities

• Assist in prospecting and gradually building the ability to prospect new clients, Support marketing initiatives
• Support Senior Relationship Managers in managing client portfolios and identifying opportunities
• Gradually assume responsibility for a select portfolio of clients
• Provide administrative support, including account openings, documentation, and compliance checks
• Assist in preparing client reports, investment proposals, and meeting materials
• Respond to client queries and maintain high levels of service
• Conduct regular portfolio reviews and recommend investment strategies
• Collaborate with internal teams to ensure seamless service delivery

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.

Requirements

Requirements

• Education: Bachelor's degree from a top-tier university, in finance, economics, business, or related fields; certifications like CFA or CACS are a plus
• Experience: Fresh graduates can also apply, however exposure to HNW/UHNW clients or networks is a strong advantage
• Skills: Excellent communication, interpersonal, and analytical skills
• Technical Knowledge: Familiarity with financial products and proficiency in CRM systems and Microsoft Office is beneficial
• Regulatory Knowledge: Understanding of KYC, AML, and compliance standards; regulatory certifications are a plus
• Attributes: Professional, client-focused, proactive, and eager to learn and grow in wealth management
• Proficiency in Mandarin is preferred to liaise with Mandarin-speaking stakeholders/clients

Benefits

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!