Senior Private Wealth Relationship Executive

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

Benefits offered by this job

Insurance coverage and benefits

Career development opportunities

Team events and social activities

Casual dress code

Job summary

Moomoo is seeking a Senior Relationship Manager, Private Wealth in Singapore to drive new high-net-worth client acquisition, grow AUM, and meet revenue targets. You will prospect from personal networks, prepare tailored proposals, promote brokerage products, and collaborate with risk, operations, and compliance to ensure a smooth client journey.

The role requires a finance-related degree, 5+ years in private wealth/business development with HNWIs, strong communication, and Mandarin is preferred

Qualifications

• Bachelor’s degree in finance, economics, business, or related fields.
• Certifications like CFA/FRM or CMFAS are a plus.
• At least 5 years of experience in business development facing HNWIs, private investment companies and family offices.
• Proven track record of top sales performance is a strong plus.
• Proficiency in CRM systems and Microsoft Office.
• Mandarin preferred due to frequent interaction with Mandarin-speaking clients.

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 skills

Interpersonal skills

Analytical skills

Mandarin (preferred)

Education

Bachelor’s degree in finance/economics/business

CFA/FRM or CMFAS (preferred)

Tools

CRM systems

Microsoft Office

Job description

Moomoo is seeking a Senior Relationship Manager, Private Wealth in Singapore to drive new high-net-worth client acquisition, grow AUM, and meet revenue targets. You will prospect from personal networks, prepare tailored proposals, promote brokerage products, and collaborate with risk, operations, and compliance to ensure a smooth client journey.

The role requires a finance-related degree, 5+ years in private wealth/business development with HNWIs, strong communication, and Mandarin is preferred