Premier Relationship Manager

moomoo financial singapore pte. ltd.; Singapore; On-site; SGD 60,000 - 100,000; Full time

Job summary

Moomoo Financial Singapore Pte. Ltd. is seeking a Premier Relationship Manager to serve priority clients and drive sales across Singapore, the U.S., and Hong Kong markets.

You will manage client relationships, deliver exceptional service, and introduce wealth products tailored to client needs. Ideal candidates hold a finance-related degree, have 1+ year in banking or wealth management, and possess MAS licenses or CMFAS qualifications.

Qualifications

• Bachelor's degree or above in Finance, Accounting, Economics, Business, Marketing, or related fields.
• Minimum of 1 year of relevant experience in banking or wealth management.
• Holder of MAS licenses / Passed CMFAS examinations.
• Customer-oriented mindset with commitment to high-quality client service.

Responsibilities

• Build and maintain relationships with priority clients to meet team targets and sales goals.
• Address daily client inquiries, delivering high-quality service including account opening support and issue resolution.
• Introduce wealth products based on client profiles and market information across SGX markets.
• Deliver telemarketing services and proactively initiate business opportunities with existing and potential customers.
• Collaborate with marketing and internal stakeholders to ensure campaigns meet KPIs.

Skills

Client relationship management

Financial services sales

Telemarketing

Compliance awareness

CMFAS / MAS knowledge

Education

Bachelor's degree or above

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-and 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!

Premier 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, or related fields is preferred.
• 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.
• Customer-oriented mindset, committed to providing high-quality service to clients.

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