Senior Relationship Manager, Wealth & HNW Growth

MOOMOO FINANCIAL SINGAPORE PTE. LTD.; Singapore; On-site; SGD 90,000 - 150,000; Full time

Benefits offered by this job

Insurance coverage for employees and 1

Business casual dress code

More perks during hiring process

Job summary

Moomoo Financial Singapore Pte. Ltd. is seeking a senior business development professional to drive growth with high-net-worth clients and corporate partners.

You will lead acquisition, engagement, and tailored presentations to promote a full range of brokerage and wealth management solutions. The role emphasizes market research, client meetings, and collaboration with risk, operations, and compliance teams to ensure smooth onboarding and ongoing client service in a fast-paced wealth-tech

Qualifications

• Excellent communication, interpersonal, and analytical skills.
• Bachelor’s degree in finance, economics, business, or related fields; CFA/FRM or CMFAS are a plus.

Responsibilities

• Achieve KPIs for new HNW client acquisition, AUM growth, and revenue targets.
• Actively prospect and engage potential clients from own connections, including HNWIs 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 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 risk, operations, finance, and compliance teams to ensure smooth client journeys.

Skills

Communication skills

Interpersonal skills

Analytical skills

Education

Bachelor’s degree in finance, economics, or business

Tools

CRM systems

MS Office

Job description

Moomoo Financial Singapore Pte. Ltd. is seeking a senior business development professional to drive growth with high-net-worth clients and corporate partners.

You will lead acquisition, engagement, and tailored presentations to promote a full range of brokerage and wealth management solutions. The role emphasizes market research, client meetings, and collaboration with risk, operations, and compliance teams to ensure smooth onboarding and ongoing client service in a fast-paced wealth-tech