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Junior Private Wealth Relationship Manager - Moomoo SG

Full Time

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 an unique digitalised investment community to connect all users, investors, companies, analysts, media and key opinion leaders. In Singapore, Moomoo Financial Singapore Pte. Ltd. is licensed by the Monetary Authority of Singapore (MAS) and provides investment services for Singapore residents. **About the role:** We are looking for a Junior Private Wealth Relationship Manager to join our growing team. The successful candidate will be responsible for building and maintaining relationships with high-net-worth clients, providing them with comprehensive financial advice and investment solutions. **Responsibilities:** * Develop and maintain relationships with high-net-worth clients. * Understand clients’ financial goals, risk tolerance, and investment needs. * Provide personalized financial advice and investment solutions. * Conduct regular reviews of clients’ portfolios. * Stay up-to-date on market trends and investment products. * Meet sales targets and contribute to the team’s overall performance. * Collaborate with internal teams to ensure client satisfaction. * Adhere to regulatory requirements and compliance standards. **Requirements:** * Bachelor's degree in finance, business, or a related field. * At least 2-3 years of experience in wealth management or a related role. * Strong understanding of financial markets, investment products, and wealth management strategies. * Excellent communication, interpersonal, and presentation skills. * Ability to build and maintain strong client relationships. * Proven sales and business development skills. * Relevant certifications (e.g., CMFAS) are a plus. * Proficiency in Microsoft Office Suite. * Ability to work independently and as part of a team. **Benefits:** * Competitive salary and benefits package. * Opportunity to work in a fast-growing and innovative company. * Professional development and training opportunities. * Dynamic and collaborative work environment. * Opportunity to make a significant impact on the company’s success. * Be part of a team that is passionate about transforming the investment landscape.

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Company information

Company
Moomoo SG
Location
Singapore
Singapore
Posted
6 months ago

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