# Relationship Assistant / Manager [Moomoo](https://www.jorb.ai/firms/moomoo.md) · Hong Kong · [Private Wealth](https://www.jorb.ai/jobs/private-wealth.md) Moomoo is hiring a Relationship Assistant / Manager in Hong Kong. Posted 2026-09-09; applications close 2026-11-08. **Apply**: https://apply.workable.com/moomoo/j/A65C35DFB7 Posted 17d ago. ## Role details ## Key Responsibilities **English Responsibilities:** - Establish and maintain strong, long-term relationships with high-value and active-trading clients on the platform to achieve team Assets Under Management (AUM) and sales targets. - Collaborate closely with Investment Advisory and Product teams to deliver tailored services—including portfolio health checks/diagnostics and asset allocation solutions—aligned with clients' risk profiles and investment objectives. - Deliver premium, end-to-end services to existing clients, covering account onboarding, ongoing relationship maintenance, and resolving trading-related inquiries and issues. **職責:** - 與平台主動交易型高貢獻客戶建立緊密的關係，以完成團隊資產管理規模和銷售目標。 - 與投資顧問和產品團隊密切合作，根據客戶的需求和風險狀況向他們提供持倉診斷、資產配置等服務。 - 為存量客戶提供優質服務，包括但不限於開戶、關係維護和解決客戶交易類問題。 ## Requirements **English Requirements:** - **Education:** Bachelor’s degree or above, preferably in Finance, Economics, Business Administration, or a related discipline. - **Experience:** 1–4 years of relevant client-facing / relationship management experience in financial services or brokerage. Fresh graduates will be considered if familiar with trading and financial products. - **Trading Expertise (Must-have):** In-depth knowledge of financial products with a minimum of 2 years of hands-on experience in complex derivatives trading. - **Work Authorization:** Valid Hong Kong Permanent Identity Card (HKID) or eligible Hong Kong work visa (e.g., IANG, TTPS, QMAS). - **Language Proficiency:** Professional working proficiency in Cantonese and Mandarin (both spoken and written); fluency in English is a strong plus. - **Mindset:** Highly client-centric with strong service orientation, commercial acumen, and excellent communication skills. **中文要求:** - 本科及以上學歷，金融、經濟或相關專業優先。 - 2-6年客戶相關工作經驗。 - 持有香港身份證 或 在港工作/逗留簽證（IANG/高才/優才）。 - 粵語和國語可以作為工作語言，會英語者優先考慮。 - 熟悉期權，並擁有2年或以上複雜衍生品交易經驗 (必須)。 - 以客為先，有服務意識，能為客戶提供卓越的優質服務。 ## Preferred Qualifications (Nice to Have) **English Preferences:** - Prior experience in Private Banking (PB) or Private Wealth Management (PWM), with a solid understanding of PWM operational workflows, industry regulations, and strong risk & compliance awareness. - Currently holding SFC Type 1 & 4 representative licenses, or having passed HKSI Licensing Examination Papers 1, 7 & 8. **中文加分項:** - 優先考慮有私人銀行或私人財富管理相關工作經驗，熟悉私人財富管理業務流程及相關法規，具備風險及合規意識的候選人。 - 優先考慮持有香港證監會1,4號牌照或通過證券及期貨考試 1,7 & 8 卷的候選人。 ## Applying to this role This Relationship Assistant / Manager role at Moomoo runs through the firm's own careers portal and expects a CV and cover letter written specifically for the posting, not a portable submission carried across firms. Jorb AI's application agent tailors a CV and cover letter from your background to this posting and tracks the role alongside the rest of your applications. [Tailor this application](https://www.jorb.ai/signup?ref=job-atom&firm=moomoo&job=6ab5f2778827d771b08244f8) ## More open roles at Moomoo - [Compliance Intern](https://www.jorb.ai/jobs/6aacf012f463c5d1f266a044.md) – Singapore, posted 8d ago - [Administrative & Operations Intern](https://www.jorb.ai/jobs/6a7d79bb32253631687a5b58.md) – Singapore, posted 1mo ago - [Channel Marketing Intern (Partnerships & KOL)](https://www.jorb.ai/jobs/6a6861d04e9b11bc21f7571d.md) – Singapore, posted 2mo ago - [Hong Kong Campus Brand Ambassador](https://www.jorb.ai/jobs/6a6353fb89bc1c12eaed7c22.md) – Hong Kong, posted 2mo ago - [KYC Intern](https://www.jorb.ai/jobs/6a60b1005eaa1ebd04ac75b1.md) – Singapore, posted 2mo ago ## Other open Private Wealth roles - [Relationship Management - International Wealth and Premier Banking - Internship](https://www.jorb.ai/jobs/6a98b8f60df1500a39b25b4c.md) at [HSBC](https://www.jorb.ai/firms/hsbc.md) – Singapore, posted 11mo ago - [2027 International Wealth Management Summer Internship Program – Hong Kong](https://www.jorb.ai/jobs/6a6cc83103449c158f3c4479.md) at [Nomura](https://www.jorb.ai/firms/nomura.md) – Hong Kong, posted 1mo ago - [2027 UK Wealth Management Summer Analyst Programme](https://www.jorb.ai/jobs/6ab7445c361b8dfcc0b8738a.md) at [Rothschild & Co](https://www.jorb.ai/firms/rothschild-co.md) – London, posted 8mo ago - [2027 International Wealth Management Summer Internship Program – Singapore](https://www.jorb.ai/jobs/6a6cc83103449c158f3c447c.md) at [Nomura](https://www.jorb.ai/firms/nomura.md) – Singapore, posted 1mo ago - [Private Banking Executive](https://www.jorb.ai/jobs/6ab66315d7a92cc8c70384d5.md) at [Arbuthnot Latham](https://www.jorb.ai/firms/arbuthnot-latham.md) – London, posted 3mo ago --- Updated: 2026-09-26 Canonical: https://www.jorb.ai/jobs/6ab5f2778827d771b08244f8