Private Wealth Account Manager – HNW Growth & Relationships

Moomoo SG

Singapore

On-site

SGD 120,000 - 180,000

Full time

14 days+

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Benefits offered by this job

Insurance coverage for employees and 9

Business casual work attire

Team bonding programs and company-wide

Career development opportunities

Job summary

Moomoo Financial Singapore Pte. Ltd. is seeking an Account Manager for Private Wealth in the Key Account Business Department to oversee a book of HNW clients, delivering tailored wealth strategies and high-level service.

You will promote brokerage products, coordinate with research, operations and compliance, and drive AUM growth. The role requires a minimum of 3 years in wealth management, a finance-related degree, and strong communication skills.

Qualifications

Bachelor’s degree in finance, economics, business or related field; CFA/FRM/CMFAS is a plus.
3+ years of relevant experience in wealth management; UHNW/HNW exposure is advantageous.
Strong communication, interpersonal and analytical abilities; client-focused mindset.
Familiarity with financial products (equities, derivatives) and CRM tools; regulatory awareness.
Mandarin preferred for interactions with Mandarin-speaking clients.

Responsibilities

Manage an assigned book of HNW clients with high service levels and satisfaction.
Achieve KPIs related to AUM growth, revenue targets and client acquisition.
Develop and execute personalized wealth management strategies aligned with client objectives.
Cross-sell brokerage products, equities, funds, structured products, derivatives and private banking services.
Monitor portfolios, provide performance reports and market updates.
Collaborate with research, operations and compliance to ensure smooth execution.
Attend client meetings, events and relationship-building activities.