Assistant Relationship Manager, Private Wealth

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.

Assistant Relationship Manager, private wealth

As an Assistant Relationship Manager (ARM), you will provide critical support to Relationship Managers (RMs) in managing client relationships, delivering a seamless client experience, and ensuring operational excellence.

This role is designed for individuals with strong attention to detail, client-first mindset, and ambition to grow into a frontline Relationship Manager role.

Responsibilities

Client Support & Servicing

• Assist Relationship Managers in daily client servicing, including account opening, onboarding, trade execution support, and general queries.
• Prepare meeting materials, investment proposals, and portfolio reviews for clients.
• Track and follow up on client instructions, ensuring timely and accurate execution.

Business Development Support

• Support RMs in identifying cross-selling and upselling opportunities across products (equities, bonds, funds, structured notes, alternatives).
• Contribute to marketing campaigns, referral initiatives, and client events to deepen client engagement.
• Conduct basic client and market research to support prospecting and lead generation.

Operational & Risk Management

• Ensure compliance with internal policies, MAS regulations, and AML/KYC requirements.
• Monitor account activities, flag anomalies, and support risk-mitigation measures.
• Maintain accurate and updated client records in CRM and reporting systems.

Team Collaboration

• Work closely with Investment Consultants, Product Specialists, and Business Support teams to deliver holistic solutions.
• Assist in coordination of events, seminars, and campaigns to enhance Private Wealth branding.

Our Values

• Integrity
• Integrity Story: Say No to Super High Leverage
• We hold fast to our value of integrity and attach great importance to user experience and risk management.
  
  Unlike some other brokerages, we don’t try to attract users’ attention by claiming to enable super high-leverage financing for IPO subscriptions, which quickly reaches the limit.
• Efficiency
• Efficiency Story: Promise Made to a User on New Year's Eve
• On February 11, 2021, Chinese New Year's Eve, a user wrote a post in the Community at around 8 AM and received Leaf's reply just 8 minutes later.
  
  According to the user's suggestion, we issued a letter to shareholders after releasing our annual report.
• Service
• Service Story: Providing Excellent Services and Undertaking Our Responsibilities
• After Ant Group’s IPO was suspended, we refunded all subscribers’ subscription fees and margin interest, bearing all the costs ourselves.
• Excellence
• Excellence Story: Leaf Opens Our App Over 30 Times a Day
• According to statistics, Leaf opens our app over 30 times a day on average.
  
  He repeatedly checks every detail.
  
  While normal users might just enter a trading page and stop there, Leaf taps some seemingly boring or repetitive elements on the page.
  
  He continually assesses the app’s loading speed and visual effects.

Please note that only short-listed candidates will be contacted.

Requirements

Requirements

• Bachelor’s degree in finance, business, economics, engineering or related fields.
• 1–3 years of relevant experience in private banking, wealth management, or financial services (internships considered for fresh graduates with strong aptitude).
• Strong client-service mindset with excellent communication skills in English, and high proficiency in Mandarin
• Good understanding of financial markets, investment products, and regulatory requirements.
• Organized, detail-oriented, and able to manage multiple priorities under tight timelines.
• MAS-recognized CMFAS certifications (M1A, M2, M5, M6, M6A) preferred or able to obtain soonest within probation.

Benefits

Working at Moomoo, you will get

• Be a part of the world’s leading digital brokerage firm where growth and career development opportunities are endless.
• Enjoy a competitive total compensation package that truly values your skills and contributions.
• Comprehensive insurance coverage for employees and dependents to provide you a peace of mind
• Fun loving and diverse work environment that hosts various team-bonding programs and company events
• Business casual work attire everyday
• And Much More!: Discover even more perks and benefits as we take you through the hiring process!

Required Skill Profession

Financial Specialists