Private Wealth Relationship Manager — Grow AUM & Impact

MOOMOO FINANCIAL SINGAPORE PTE. LTD.; Singapore; On-site; SGD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive compensation package

Comprehensive employee insurance for e

Business casual attire

Job summary

Moomoo Financial Singapore Pte. Ltd. is seeking a Relationship Manager in Private Wealth to drive new high-net-worth client acquisition and grow AUM and revenue. You will prospect clients from personal connections and corporate networks and tailor pitches to their needs.

You will deliver presentations, promote brokerage products, conduct market research, support client onboarding, and collaborate with risk, operations, finance and compliance to ensure a smooth client journey.

Qualifications

• Bachelor’s degree in finance, economics, business, or related fields.
• 5+ years of experience in business development facing HNWIs, private investment companies and family offices.
• Proven top sales performance in previous roles.
• Excellent communication and analytical skills.
• Familiarity with financial products including equities, futures/options and wealth management.
• CRM proficiency and MS Office familiarity.
• Knowledge of KYC, AML and compliance standards.
• Professional, client-focused and proactive.

Responsibilities

• Achieve personal KPIs related to new high-net-worth client acquisition, AUM growth, and revenue targets.
• Actively prospect and engage potential clients from own connections and resources, including high-net-worth individuals and corporate clients.
• Prepare and deliver sales presentations, proposals, and product pitches tailored to client needs.
• Promote brokerage products, equities, mutual funds, structured products, derivatives and private banking services.
• Conduct market and client research to identify potential sales and 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 internal teams (risk, operations, finance, compliance) to ensure smooth client journey.

Skills

Communication

Interpersonal skills

Analytical skills

Education

Bachelor’s degree in finance/economics/business

CFA/FRM/CMFAS (plus)

Tools

CRM systems

Microsoft Office

Job description

Moomoo Financial Singapore Pte. Ltd. is seeking a Relationship Manager in Private Wealth to drive new high-net-worth client acquisition and grow AUM and revenue. You will prospect clients from personal connections and corporate networks and tailor pitches to their needs.

You will deliver presentations, promote brokerage products, conduct market research, support client onboarding, and collaborate with risk, operations, finance and compliance to ensure a smooth client journey.