Relationship Manger, Private Wealth

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

Benefits offered by this job

Career growth

Competitive compensation

Insurance coverage

Team events

Casual attire

More perks

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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

Skills

Communication

Interpersonal

Analytical

CRM systems

Microsoft Office

KYC/AML

Mandarin

Education

Bachelor's degree in finance/economics/business

CFA/FRM

CMFAS

Tools

CRM systems

Microsoft Office

Job description

Moomoo Singapore is a holistic wealth-tech platform building an intelligent investing ecosystem across its digital platform, physical experience stores and investor education community. Through the moomoo app, it provides everyday investors and professional clients with access to global markets, diverse investment products, advanced trading tools and AI-powered insights.

Since launching in March 2021, Moomoo Singapore has evolved beyond an investing platform into a popular financial literacy resource and full-spectrum wealth platform, supporting investors from their first trade to managing sophisticated portfolios. It surpassed two million customers in Singapore in June 2026, with users spanning retail investors to private wealth and institutional clients.

Moomoo Financial Singapore Pte. Ltd. is a subsidiary of Nasdaq-listed Futu Holdings Limited (Nasdaq: FUTU). The firm is regulated by the Monetary Authority of Singapore and holds a Capital Markets Services Licence (CMS101000) and Major Payment Institution Licence (PS20200617). It also has exempt financial adviser status and is authorised to provide Digital Payment Token services. Moomoo Trustee (Singapore) Pte. Ltd. is a licensed trust company, while Moomoo Singapore is a DP Clearing Member, SGX-ST Trading Member, and SGX-DT Trading and Clearing Member of Singapore Exchange.

Relationship Manger, Private Wealth

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

Requirements

• Education: Bachelor's degree in finance, economics, business, or related fields; certifications like CFA/FRM or CMFAS are a plus
• Experience: At least 5 years of working experience in business development functions facing HNWIs, private investment companies and family offices, focusing of trading/investment products, platforms or solutions. Proven track record of top sales performance in previous roles is a strong plus
• Skills: Excellent communication, interpersonal, and analytical skills
• Technical Knowledge: Familiarity with financial products, including equities, futures/options and wealth management products, is a huge plus. Proficiency in CRM systems and Microsoft Office is beneficial.
• Regulatory Knowledge: Understanding of KYC, AML, and compliance standards; regulatory certifications are a plus
• Attributes: Professional, client-focused, proactive, and eager to learn and grow in wealth management
• Mandarin preferred due to frequent interaction with Mandarin-speaking clients

Benefits

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!