Private Wealth Relationship Manager | HNW Growth & Impact

Moomoo SG; Singapore; Vor Ort; SGD 120.000 - 180.000; Vollzeit

Benefits dieser Stelle

Career growth

Competitive compensation

Insurance coverage

Team events

Casual attire

More perks

Zusammenfassung

Moomoo Singapore is seeking a Relationship Manager, Private Wealth to drive high-net-worth client acquisition, grow AUM, and meet revenue targets. You will present personalized investment solutions, build trusted relationships, and collaborate with internal teams to ensure a seamless client journey.

The role requires a bachelor's in finance or a related field, plus 5+ years in private wealth or trading-focused business development, with Mandarin preferred due to client interactions.

Qualifikationen

• Bachelor's degree in finance, economics, business or related field.
• CFA/FRM or CMFAS certifications are a plus.
• 5+ years in business development facing HNWIs, private investment firms or family offices, with trading/investment product experience.

Aufgaben

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

Kenntnisse

Communication

Interpersonal

Analytical

CRM systems

Microsoft Office

KYC/AML

Mandarin

Ausbildung

Bachelor's degree in finance/economics/business

CFA/FRM

CMFAS

Tools

CRM systems

Microsoft Office

Jobbeschreibung

Moomoo Singapore is seeking a Relationship Manager, Private Wealth to drive high-net-worth client acquisition, grow AUM, and meet revenue targets. You will present personalized investment solutions, build trusted relationships, and collaborate with internal teams to ensure a seamless client journey.

The role requires a bachelor's in finance or a related field, plus 5+ years in private wealth or trading-focused business development, with Mandarin preferred due to client interactions.