Senior Relationship Manger, Private Wealth

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 more than just a global investment and trading platform—we’re a fast-growing force in the wealth-tech space, committed to transforming the way people invest. Since our founding in 2018, we've rapidly expanded across Singapore, Australia, Japan, Canada, and Malaysia, now empowering over 26 million users worldwide.

In Singapore, Moomoo Financial Singapore Pte. Ltd. is licensed and regulated by the Monetary Authority of Singapore (Licence No. CMS101000). In 2022, we became the first digital brokerage to earn all five SGX Group memberships across the securities and derivatives markets—a testament to our dedication to excellence and innovation.

But what truly sets us apart is our mission: to democratise investing and make smart, data-driven financial decisions accessible to everyone. We’re here to level the playing field—bringing powerful tools, real-time insights, and intuitive technology to empower investors at every stage of their journey.

Joining Moomoo means being part of a purpose-driven team that’s not only reshaping the future of investing—but also making wealth-building inclusive, informed, and inspiring. If you're excited about driving impact at the intersection of finance and technology, there's never been a better time to join us.

Senior 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

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!

Please note that only short-listed candidates will be contacted.