Account Manager, Private Wealth - Key Account Business Department
Moomoo SG is a fast-growing global wealth-tech firm seeking an Account Manager for their Private Wealth division. The role involves managing HNW client portfolios, driving AUM growth, and executing wealth management strategies. Candidates are expected to have a background in finance with strong communication skills and familiarity with compliance standards. This is a client-facing position focused on relationship building and product cross-selling in the financial services sector.
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Experience
3+ years
Function
Business Development
Work mode
Onsite, Singapore
Company
Tier 2
What you will work on
Moomoo SG is a fast-growing global wealth-tech firm seeking an Account Manager for their Private Wealth division. The role involves managing HNW client portfolios, driving AUM growth, and executing wealth management strategies. Candidates are expected to have a background in finance with strong communication skills and familiarity with compliance standards. This is a client-facing position focused on relationship building and product cross-selling in the financial services sector.
TAL's take
Solid mid-tier wealth-tech role with clear KPIs and responsibilities, though lacking in unique high-impact project descriptions.
Clear and coherent role focused on client management and AUM growth in the wealth sector.
Must haves
- Bachelor's degree in finance, economics, business, or related fields
- 3+ years of relevant experience
- Excellent communication, interpersonal, and analytical skills
- Understanding of KYC, AML, and compliance standards
Tools and skills
Nice to have: cfa, frm, cmfas.
About the company
Established global wealth-tech platform, but lacks the extreme scale/exclusivity of Tier 1 tech giants.