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. (www.moomoo.com/sg) offers investment products for trading via the moomoo platforms, and it is a capital markets services licence holder regulated by the Monetary Authority of Singapore (Licence No. CMS101000). In June 2022, Moomoo Singapore became the first digital brokerage to receive all five memberships from the SGX Group for the securities and derivatives markets.
Investment Advisor, Private Wealth
Responsibilities:
- Focus on private welath management segment, including high net worth and family offices. Form good understanding on the wealth management landscape and develop a good network within the segment.
- Develop and implement strategic initiatives to drive business growth, including but not limited to direct prospecting, referring channels and events.
- 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.
- Plan and work independently to achieve personal sales targets within a team setup, where you can leverage resources among your peers and other teams within the company.
- Maintain good relationship with family officers and high new worth clients, and establish long term client retention and partnerships.
Requirements:
- At least 3 years of working experience in business development functions facing HNW / UHNW and family offices, focusing on trading/investment products, platforms, or solutions.
- Have experiences dealing with private wealth clients on investment and asset allocation, etc.
- Self-driven in advisory function and able to manage the whole client cycle independently.
- Solid knowledge base in multi-assets, compulsory in equities trading. Able to pick up quickly on demonstrating trading/investment platform and solutions.
- Fast learner, effective communicator, and team player.
- Good command of Mandarin is a huge plus.
We offer a comprehensive and holistic work experience and package as follows:
- Competitive compensation, including quarterly commission
- Fun loving and diverse work environment
- Fair working culture
