Account Manager, Private Wealth – Key Account Business Department
MOOMOO FINANCIAL SINGAPORE PTE. LTD.
Singapore, Singapore
Not specified; not specified; comprehensive insura...
Not specified
Manage assigned book of hnw clients
Achieve personal kpis for aum growth
Develop personalized wealth management strategies
Moomoo Financial Singapore Pte. Ltd. is seeking an Account Manager for its Private Wealth department to manage high-net-worth clients and promote brokerage products. The ideal candidate will have relevant experience, strong communication skills, and a proactive attitude, with an emphasis on client satisfaction and achieving growth targets
Job Summary
The role involves managing an assigned book of High Net Worth clients while ensuring high levels of service and satisfaction.
Employees will achieve personal KPIs related to Assets Under Management growth, revenue targets, and new client acquisition.
The company offers a competitive total compensation package, comprehensive insurance coverage, and a fun-loving diverse work environment.
Matching Summary
Match Score: 85
Moomoo Financial Singapore Pte. Ltd. is seeking an Account Manager for its Private Wealth department to manage high-net-worth clients and promote brokerage products. The ideal candidate will have relevant experience, strong communication skills, and a proactive attitude, with an emphasis on client satisfaction and achieving growth targets.
Salary
Not specified; Not specified; Comprehensive insurance coverage included
Skills & Requirements
Must-have
Manage assigned book of HNW clients
Achieve personal KPIs for AUM growth
Develop personalized wealth management strategies
Promote cross-sell brokerage products
Monitor client portfolios and reporting
Nice-to-have
Excellent communication and interpersonal skills
Proficiency in CRM systems and Microsoft Office
Professional and proactive client-focused attitude
Fun-loving and diverse work environment
Eager to learn and grow in wealth management
Key Requirements
Bachelor's degree in finance, economics, or business
3+ years of relevant experience preferred
Mandarin language proficiency preferred
Familiarity with KYC, AML, and compliance standards
Exposure to HNW/UHNW clients is a strong advantage