Relationship Manger, Private Wealth
Moomoo is a global wealth-tech leader seeking a Relationship Manager for their private wealth division in Singapore. The role focuses on acquiring high-net-worth clients, managing AUM growth, and pitching brokerage and structured investment products. You will collaborate with compliance and risk teams to manage the client lifecycle while leveraging your expertise in financial markets. This position is ideal for an experienced sales professional looking to drive impact in a fast-growing digital brokerage environment.
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Experience
5+ years
Function
Business Development
Work mode
Onsite, Singapore
Company
Tier 2
What you will work on
Moomoo is a global wealth-tech leader seeking a Relationship Manager for their private wealth division in Singapore. The role focuses on acquiring high-net-worth clients, managing AUM growth, and pitching brokerage and structured investment products. You will collaborate with compliance and risk teams to manage the client lifecycle while leveraging your expertise in financial markets. This position is ideal for an experienced sales professional looking to drive impact in a fast-growing digital brokerage environment.
TAL's take
Well-defined role at an established wealth-tech firm with a clear requirement for HNWI client acquisition experience.
The JD clearly outlines the target audience (HNWIs), KPIs, and specific functional responsibilities for the role.
Must haves
- Bachelor's degree in finance, economics, business, or related fields
- At least 5 years of working experience in business development facing HNWIs
- Experience with private investment companies and family offices
- Focus on trading/investment products, platforms, or solutions
- Excellent communication, interpersonal, and analytical skills
- Understanding of KYC, AML, and compliance standards
Tools and skills
Nice to have: financial products knowledge, equities, futures, options, wealth management products.
About the company
Established global wealth-tech platform with significant regional presence and regulatory licensing.