WealthTech Client Relationship Manager

Moomoo SG; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading financial technology firm in Singapore is seeking a Client Relationship Manager. The role involves providing comprehensive financial support, managing client relationships, and introducing wealth products. Candidates should have a Bachelor's degree, relevant experience in banking or wealth management, and proficiency in Chinese. A customer-oriented mindset and familiarity with wealth management regulations are essential. Join a dynamic team reshaping the future of investing with competitive compensation and rewarding benefits.

Benefits

Competitive total compensation package

Comprehensive insurance coverage

Diverse work environment and team-bonding programs

Business casual work attire

Qualifications

• Minimum 1 year of relevant experience in banking or wealth management.
• Familiarity with private wealth management business processes and regulations.
• Holder of MAS licenses / Passed the CMFAS relevant examinations.

Responsibilities

• Provide financial business support and maintain relationships with priority clients.
• Address financial inquiries from clients and deliver high-quality service.
• Introduce wealth products based on client needs and profiles.

Skills

Customer-oriented mindset

Proficiency in Chinese

Relationship management

Financial analysis

Education

Bachelor's degree in Finance, Accounting, Economics, Business, Marketing

Job description

A leading financial technology firm in Singapore is seeking a Client Relationship Manager. The role involves providing comprehensive financial support, managing client relationships, and introducing wealth products. Candidates should have a Bachelor's degree, relevant experience in banking or wealth management, and proficiency in Chinese. A customer-oriented mindset and familiarity with wealth management regulations are essential. Join a dynamic team reshaping the future of investing with competitive compensation and rewarding benefits.