Junior Relationship Manager, Private Wealth - Key Account Business Department
moomoo(10 months ago)
About this role
A Junior Relationship Manager, Private Wealth at Moomoo Financial Singapore is an entry-level client-facing role within the Key Account Business Department that supports the firm’s digital brokerage and wealth management platform. The role is positioned to develop relationships with private wealth clients and grow within a regulated, fast-moving fintech environment.
Required Skills
- Prospecting
- Client Management
- Account Opening
- Documentation
- Compliance
- Reporting
- Investment Proposals
- Client Service
- Portfolio Review
- Investment Strategy
+6 more
Qualifications
- Bachelor's Degree in Finance/Economics/Business
- CFA (preferred)
- CACS (preferred)
About moomoo
moomoo.comMoomoo is a financial services platform that offers commission-free trading for stocks, ETFs, and options in the U.S. markets. Designed for both novice and seasoned investors, it provides advanced trading tools and real-time market data, improving user accessibility to investment opportunities. Moomoo leverages cutting-edge technology to deliver an intuitive interface and ensures a seamless trading experience for its users. The platform is tailored to empower individuals with the resources they need to make informed investment decisions.
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