moomoo
FinTech
ClientRelationshipManager
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“Client Relationship Manager at moomoo. Skills: Client relationship management, Financial business support, Wealth products, Telemarketing. Provide comprehensive financial business support for the corresponding market, establishing and maintaining close relationships with priority clients to achieve team targets and sales goals. Address daily financial inquiries from clients, delivering high-quality service encompassing account opening support, client relationship maintenance, and issue resolutio”
What You'll Achieve.
Achieve team targets and sales goals. Successful delivery of campaigns and achievement of KPIs.
Industry & Context.
Issue resolution
Holder of Monetary Authority of Singapore (MAS) licenses / Passed the CMFAS (Capital Markets and Financial Advisory Services) relevant examinations.
What They're Looking For.
Must Have
Minimum of 1 year of relevant experience in banking or wealth management. Holder of Monetary Authority of Singapore (MAS) licenses. Proficiency in Chinese (spoken and written) is required to liaise with Chinese-speaking clients.
Nice to Have
Bachelor's degree or above in Finance, Accounting, Economics, Business, Marketing is preferred. Candidates with equivalent experience are welcome to apply.
What You'll Do.
Provide comprehensive financial business support for the corresponding market, establishing and maintaining close relationships with priority clients to achieve team targets and sales goals.
Address daily financial inquiries from clients, delivering high-quality service encompassing account opening support, client relationship maintenance, and issue resolution.
Introduce wealth products based on client profiles and needs, and disseminate market information on Singapore, U.
, and Hong Kong stocks.
Deliver quality telemarketing services and proactively initiate business opportunities with both existing and potential customers.
Proactively collaborate with marketing and internal stakeholders to ensure the successful delivery of campaigns and achievement of KPIs.
How You'll Work.
Team & Collaboration
Proactively collaborate with marketing and internal stakeholders to ensure the successful delivery of campaigns and achievement of KPIs.
Communication Scope
Chinese (spoken and written)
Full Job Description
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 **26 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. **Client Relationship Manager** **Responsibilities** * Provide comprehensive financial business support for the corresponding market, establishing and maintaining close relationships with priority clients to achieve team targets and sales goals. * Address daily financial inquiries from clients, delivering high-quality service encompassing account opening support, client relationship maintenance, and issue resolution. * Introduce wealth products based on client profiles and needs, and disseminate market information on Singapore, U.S., and Hong Kong stocks. * Deliver quality telemarketing services and proactively initiate business opportunities with both existing and potential customers. * Proactively co
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