Account Manager, Private Wealth - Key Account Business Department

Moomoo is more than just a global investment and trading platform—we’re a fast-growing force in the wealth-tech space, committed to transforming the way people invest. Since our founding in 2018, we've rapidly expanded across Singapore, Australia, Japan, Canada, and Malaysia, now empowering over 28 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—a testament to our dedication to excellence and innovation.

But what truly sets us apart is our mission: to democratise investing and make smart, data-driven financial decisions accessible to everyone. We’re here to level the playing field—bringing powerful tools, real-time insights, and intuitive technology to empower investors at every stage of their journey.

Joining Moomoo means being part of a purpose-driven team that’s not only reshaping the future of investing—but also making wealth-building inclusive, informed, and inspiring. If you're excited about driving impact at the intersection of finance and technology, there's never been a better time to join us.

Account Manager, Private Wealth – Key Account Business Department

Responsibilities

• Focus on picking up and maintaining relationship with a book of Private Wealth clients, Maintain regular engagement with clients through meetings, portfolio reviews, and market discussions, ensuring a high level of service, client satisfaction, and long-term retention.
• Drive growth of client AUM and revenue through proactive client engagement, identifying opportunities for additional asset inflows, portfolio reallocation, and increased platform utilization.
• Generate qualified referrals from existing client relationships and networks, contributing to sustainable organic growth within the Private Wealth segment.
• Expand wallet share from existing clients by introducing relevant multi-asset products and solutions including equities, derivatives, structured products, and wealth management solutions.
• Collaborate with internal teams including sales, product, and marketing to deliver client events, insights, and tailored engagement initiatives for Private Wealth clients.
• Develop in-depth understanding on moomoo’s platforms, products and solutions, able to differentiate and match accordingly to Private Wealth clients’ trading and investment needs.
• Initiate and drive internal improvements on platforms, products and solutions to better match the general needs of private wealth clients.

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

Requirements:
Requirements

• At least 3 years of working experience as a farmer role facing HNWIs, focusing on trading/investment products, platforms, or solutions. CFA/FRM or related financial certificates is a plus.
• Be able to pick up client relationships independently, and have experience dealing with private wealth clients on trading and investments.
• Self-driven in business development and able to spot opportunities for business growth.
• Solid knowledge base in multi-assets, including equities, futures/options and wealth management products. Able to pick up quickly on demonstrating trading/investment platforms and solutions.
• Fast learner, effective communicator, and team player.
• Proficiency in Mandarin is preferred to communicate with Mandarin-speaking clients and stakeholders.

Benefits:
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 a peace of mind
• Fun loving and diverse work environment that hosts various team-bonding programs and company events
• Business casual work attire everyday
• And Much More!: Discover even more perks and benefits as we take you through the hiring process!