Private Wealth Relationship Manager - Grow AUM

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

Benefits offered by this job

Competitive pay

Insurance coverage for employees and a

Team events and social activities

Business casual attire

Job summary

Moomoo Singapore seeks an experienced Relationship Manager for Private Wealth to drive high-net-worth client acquisition and AUM growth. You will tailor proposals and pitches, and work closely with risk, operations, and compliance to ensure a seamless client journey.

Preferred Mandarin fluency; a Bachelor's in finance/economics; 5+ years in private banking/wealth management with a proven sales track record.

Qualifications

• Bachelor's degree in finance, economics, business, or related field.
• CFA/FRM/CMFAS are a plus.
• At least 5 years in business development facing HNWIs/private investment clients.

Responsibilities

• Achieve KPIs related to new high-net-worth client acquisition, AUM growth, and revenue targets.
• Prospect and engage potential clients from own connections and resources.
• Prepare and deliver sales presentations, proposals, and product pitches.
• Promote brokerage products, equities, mutual funds, structured products, derivatives and private banking services.
• Conduct market and client research to identify growth opportunities.
• Provide administrative support including account openings, documentation, and compliance checks.
• Participate in client meetings, events, and roadshows to generate leads and strengthen relationships.
• Collaborate with risk, operations, finance, and compliance to ensure smooth client journey.

Skills

Communication

Interpersonal skills

Analytical skills

Mandarin language

Client-facing sales

Education

Bachelor's degree in finance/economics/business

Tools

CRM systems

Microsoft Office

Job description

Moomoo Singapore seeks an experienced Relationship Manager for Private Wealth to drive high-net-worth client acquisition and AUM growth. You will tailor proposals and pitches, and work closely with risk, operations, and compliance to ensure a seamless client journey.

Preferred Mandarin fluency; a Bachelor's in finance/economics; 5+ years in private banking/wealth management with a proven sales track record.