SME Relationship Manager, Private Wealth - Key Account Business Department

moomoo; Singapore; On-site; SGD 60,000 - 100,000; Full time

Job summary

Join a forward-thinking digital brokerage firm as a SME Relationship Manager, where you will focus on enhancing private wealth services for corporates and their owners. In this dynamic role, you will leverage your extensive network and expertise in investment products to drive business growth and maintain strong client relationships. With a commitment to integrity and excellence, this company offers a vibrant work environment and endless opportunities for career development. If you are self-driven and passionate about wealth management, this is the perfect opportunity for you to thrive.

Benefits

Comprehensive insurance coverage

Competitive total compensation

Diverse work environment

Team-bonding programs

Business casual work attire

Qualifications

• 5+ years in business development for corporates or SMEs in trading/investment.
• Solid knowledge in multi-assets, especially equities trading.

Responsibilities

• Focus on private wealth for corporates and develop wealth management services.
• Drive business growth through strategic initiatives and client relationships.

Skills

Business Development

Client Relationship Management

Sales Cycle Management

Investment Advisory

Communication Skills

Fluency in Mandarin

Tools

Trading Platforms

Investment Solutions

Job description

Moomoo Financial Singapore Pte. Ltd. (Moomoo Singapore) is an advanced financial technology company transforming the investing experience by offering a digitalised brokerage and wealth management platform – moomoo. Moomoo enhances the user experience with market data, news, and powerful analytical tools. Moomoo also embeds a unique digitalised investment community to connect all users, investors, companies, analysts, media and key opinion leaders.

In Singapore, Moomoo Financial Singapore Pte. Ltd. (www.moomoo.com/sg) offers investment products for trading via the moomoo platform, and it is a capital markets services licence holder regulated by the Monetary Authority of Singapore (Licence No. CMS101000). In June 2022, Moomoo Singapore became the first digital brokerage to receive all five memberships from the SGX Group for the securities and derivatives markets.

SME Relationship Manager, Private Wealth – Key Account Business Department

Responsibilities:

• Focus on private wealth for corporates and their business owners, and form good understanding of wealth management services for this segment.
• Develop and implement strategic initiatives to drive business growth, including but not limited to direct prospecting, referring channels and events.
• Develop in-depth understanding on moomoo’s platforms, products and solutions, able to differentiate and match accordingly to clients’ trading and investment needs.
• Initiate and drive internal improvements on platforms, products and solutions to better match the general wealth management needs of corporates and their owners.
• Plan and work independently to achieve personal sales targets within a team setup, where you can leverage resources among your peers and other teams within the company.
• Maintain good relationships with existing private wealth clients, to establish long term client retention and partnerships.

Our Values

• Integrity
• Efficiency
• Service
• Excellence

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

Requirements:

• At least 5 years of working experience in business development functions facing corporates or SMEs, focusing on providing services on trading/investment products, platforms, or solutions.
• Have a considerable network of corporates, SMEs and their owners.
• Have experiences dealing with private wealth clients on investment and asset allocation, etc. Being able to advise accordingly.
• Self-driven in sales function and able to manage the whole sales cycle independently.
• Solid knowledge base in multi-assets, compulsory in equities trading. Able to pick up quickly on demonstrating trading/investment platform and solutions.
• Fast learner, effective communicator, and team player.
• English speaking and fluency in Mandarin is an added advantage.

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 peace of mind.
• Fun loving and diverse work environment that hosts various team-bonding programs and company events.
• Business casual work attire every day.
• And much more! Discover even more perks and benefits as we take you through the hiring process!