Senior Relationship Manger, Private Wealth

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

Benefits offered by this job

Leading digital brokerage

Competitive compensation

Insurance coverage

Team events

Business casual

Job summary

Moomoo Singapore is seeking a Senior Relationship Manager, Private Wealth to build and manage relationships with high-net-worth clients, promoting brokerage products and wealth-management solutions.

You will coordinate with risk, operations, finance and compliance to ensure a seamless client journey, deliver tailored pitches, lead events and roadshows, and contribute to AUM growth.

Qualifications

• Bachelor's degree in finance, economics, business, or related field.
• 5+ years in business development facing high-net-worth clients and private investment firms or family offices.
• Strong communication, interpersonal and analytical abilities.
• CRM proficiency and MS Office skills.
• KYC/AML/compliance knowledge; relevant certifications are a plus.
• Professional, client-focused and proactive, eager to grow in wealth management.
• Mandarin preferred due to interactions 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

Interpersonal

Analytical

Negotiation

Relationship Mgmt

HNW Experience

Education

Bachelor's degree in finance/economics/business

CFA/FRM/CMFAS (plus)

Tools

CRM systems

MS Office

Job description

Moomoo Singapore is a holistic wealth-tech platform building an intelligent investing ecosystem across its digital platform, physical experience stores and investor education community. Through the moomoo app, it provides everyday investors and professional clients with access to global markets, diverse investment products, advanced trading tools and AI-powered insights.

Since launching in March 2021, Moomoo Singapore has evolved beyond an investing platform into a popular financial literacy resource and full-spectrum wealth platform, supporting investors from their first trade to managing sophisticated portfolios. It surpassed two million customers in Singapore in June 2026, with users spanning retail investors to private wealth and institutional clients.

Moomoo Financial Singapore Pte. Ltd. is a subsidiary of Nasdaq-listed Futu Holdings Limited (Nasdaq: FUTU). The firm is regulated by the Monetary Authority of Singapore and holds a Capital Markets Services Licence (CMS101000) and Major Payment Institution Licence (PS20200617). It also has exempt financial adviser status and is authorised to provide Digital Payment Token services. Moomoo Trustee (Singapore) Pte. Ltd. is a licensed trust company, while Moomoo Singapore is a DP Clearing Member, SGX-ST Trading Member, and SGX-DT Trading and Clearing Member of Singapore Exchange.

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

Benefits

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.