Senior Relationship Manager, HNW Wealth & Derivatives

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

Benefits offered by this job

Career growth

Competitive compensation

Insurance coverage

Team events

Casual dress code

Job summary

moomoo is seeking a Premier Relationship Manager in Singapore to drive high-net-worth client acquisitions, grow AUM and revenue. You will build deep client relationships and promote a full suite of financial products.

The role requires a Finance/Business degree and at least 3 years in banking or financial services, with MAS licensing considerations a plus; you will work with analysts and cross-functional teams to deliver tailored investment solutions.

Qualifications

• Bachelor's degree or higher in finance, accounting, economics, business, or marketing.
• Minimum 3 years in banking or financial services with client-facing experience.
• Knowledge of derivatives, structured products, private funds, and IPO-related services is a plus.
• Proactive, self-motivated team player with strong interpersonal skills.
• Customer-oriented with commitment to high-quality service.

Responsibilities

• Drive new high-net-worth client acquisition, AUM growth, and revenue targets by proactively building and maintaining deep relationships with high-potential and high-revenue clients
• Partner with the Analyst team to deliver portfolio reviews, hedging strategies, and tailored financial solutions; promote a full suite of products including equities, mutual funds, structured products, and derivatives
• Conduct market and client research to identify sales opportunities, generate leads through investment seminars, client events, and roadshows
• Oversee account setup processes and ensure all client documentation and regulatory requirements are completed accurately and efficiently
• Work cross-functionally with internal stakeholders to streamline service delivery and enhance overall client satisfaction at every touchpoint

Skills

Client relationship management

Financial markets knowledge

Interpersonal skills

Proactive, self-motivated

Customer service mindset

Education

Bachelor's degree or above in Finance/Accounting/Economics/Business/Marketing

Tools

MAS CMFAS licenses

Job description

moomoo is seeking a Premier Relationship Manager in Singapore to drive high-net-worth client acquisitions, grow AUM and revenue. You will build deep client relationships and promote a full suite of financial products.

The role requires a Finance/Business degree and at least 3 years in banking or financial services, with MAS licensing considerations a plus; you will work with analysts and cross-functional teams to deliver tailored investment solutions.