Senior Private Wealth Relationship Manager

Moomoo Inc.; Singapore; Hybrid; SGD 90,000 - 150,000; Full time

Benefits offered by this job

Competitive compensation

Insurance coverage for employees and:

Team bonding events

Business casual attire

Job summary

Moomoo Inc. in Singapore is seeking a Senior Relationship Manager for Private Wealth to drive growth among high-net-worth clients. You will develop and deliver tailored wealth-management solutions, build relationships, and lead client engagements.

The role requires at least 5 years in business development with HNWIs, familiarity with equities, futures/options, wealth management products, and strong communication skills. Mandarin is preferred due to client base.

Qualifications

• Bachelors degree in finance, economics, business, or related field required.
• 5+ years in business development dealing with high-net-worth individuals and family offices.
• Experience with trading/investment products; strong sales track record is a plus.
• Excellent communication, interpersonal, and analytical skills.

Responsibilities

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

Skills

Communication skills

Interpersonal skills

Analytical skills

Education

Bachelor’s degree in finance, economics, business, or related fields

CFA/FRM/CMFAS certifications a plus

Tools

CRM systems

Microsoft Office

Job description

Moomoo Inc. in Singapore is seeking a Senior Relationship Manager for Private Wealth to drive growth among high-net-worth clients. You will develop and deliver tailored wealth-management solutions, build relationships, and lead client engagements.

The role requires at least 5 years in business development with HNWIs, familiarity with equities, futures/options, wealth management products, and strong communication skills. Mandarin is preferred due to client base.