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Account Manager, Private Wealth - Key Account Business Department

Moomoo Financial Singapore Pte. Ltd.Singapore, Singapore, Singapore
On-site Full-time

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Experience Level

Manager

Qualifications

As an Account Manager in the Private Wealth - Key Account Business Department, you will:Manage and cultivate relationships with a portfolio of Private Wealth clients, ensuring consistent engagement through meetings, portfolio reviews, and market discussions to achieve high levels of service, client satisfaction, and long-term retention. Proactively drive growth in client AUM and revenue by identifying opportunities for asset inflows, portfolio reallocations, and enhanced platform utilization. Generate qualified referrals from existing client relationships and networks, contributing to sustainable organic growth within the Private Wealth segment. Enhance wallet share from existing clients by introducing relevant multi-asset products and solutions, including equities, derivatives, structured products, and wealth management options. Collaborate with internal teams such as sales, product, and marketing to deliver tailored client events, insights, and engagement initiatives for Private Wealth clients. Develop a deep understanding of Moomoo’s platforms, products, and solutions to effectively match them with the trading and investment needs of Private Wealth clients. Initiate and implement internal enhancements on platforms and products to better serve the needs of private wealth clients.

About the job

Moomoo is not just a global investment platform; we are a dynamic leader in the wealth-tech sector, dedicated to revolutionizing the investment landscape. Since our inception in 2018, we have expanded rapidly across Singapore, Australia, Japan, Canada, and Malaysia, currently empowering over 28 million users globally.

In Singapore, Moomoo Financial Singapore Pte. Ltd. is fully licensed and regulated by the Monetary Authority of Singapore (Licence No. CMS101000). In 2022, we proudly became the first digital brokerage to achieve all five SGX Group memberships across securities and derivatives markets, underscoring our commitment to excellence and innovation.

What distinguishes us is our mission: to democratize investing and make informed, data-driven financial decisions accessible to everyone. We are dedicated to leveling the playing field by providing powerful tools, real-time insights, and user-friendly technology to empower investors at all stages of their journey.

Joining Moomoo means becoming part of a purpose-driven team that is not only reshaping the future of investing but also making wealth-building accessible, informed, and inspiring. If you are passionate about making an impact at the intersection of finance and technology, now is the perfect time to join us.

About Moomoo Financial Singapore Pte. Ltd.

Moomoo is a pioneering force in the wealth-tech industry, committed to changing how individuals invest. Our innovative approach and dedication to client success have made us a trusted partner for millions worldwide.

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