Client Relationship Manager

Moomoo is a global investment and trading platform driving innovation in wealth tech. Since its founding in 2018, the company has expanded across Singapore, Australia, Japan, Canada, and Malaysia, 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, underscoring our commitment to excellence and innovation.

Our mission is to democratise investing and make smart, data-driven financial decisions accessible to everyone. We’re here to level the playing field—providing powerful tools, real-time insights, and intuitive technology to empower investors at every stage. Joining Moomoo means joining a purpose-driven team that’s reshaping the future of investing and making wealth-building inclusive, informed, and inspiring.

Client Relationship Manager

Responsibilities

• Provide comprehensive financial business support for the corresponding market, establishing and maintaining close relationships with priority clients to achieve team targets and sales goals.
• Address daily financial inquiries from clients, delivering high-quality service including account opening support, client relationship maintenance, and issue resolution.
• Introduce wealth products based on client profiles and needs, and disseminate market information on Singapore, U.S., and Hong Kong stocks.
• Deliver quality telemarketing services and proactively initiate business opportunities with both existing and potential customers.
• Proactively collaborate with marketing and internal stakeholders to ensure successful delivery of campaigns and achievement of KPIs.

Requirements / Qualifications

• Bachelor's degree or above in Finance, Accounting, Economics, Business, or Marketing is preferred. Candidates with equivalent experience are welcome to apply.
• Minimum of 1 year of relevant experience in banking or wealth management.
• Familiarity with private wealth management processes, relevant regulations, and a strong sense of risk and compliance awareness.
• Holder of Monetary Authority of Singapore (MAS) licenses / Passed CMFAS (Capital Markets and Financial Advisory Services) relevant examinations.
• Proficiency in Chinese (spoken and written) is required to liaise with Chinese-speaking clients.
• Customer-oriented mindset, committed to providing high-quality service to clients.

Working at Moomoo

• Be part of the world’s leading digital brokerage with ample growth and career development opportunities.
• Competitive total compensation package that values your skills and contributions.
• Comprehensive insurance coverage for employees and dependents for peace of mind.
• Collaborative and diverse work environment with team-building programs and company events.
• Business casual attire every day.
• And much more: discover additional perks and benefits as you go through the hiring process.