Senior Relationship Manger, Private Wealth

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! Responsibilities Achieve personal KPIs related to new high‑net‑worth client acquisition, AUM growth, and revenue targets. Actively prospect and engage potential clients from own connections and resources, including high‑net‑worth individuals and corporate clients. Prepare and deliver sales presentations, proposals, and product pitches tailored to client needs. Promote brokerage products, equities, mutual funds, structured products, derivatives and private banking services. Conduct market and client research to identify potential sales and growth opportunities. Provide administrative support, including account openings, documentation, and compliance checks. Participate in client meetings, events, and roadshows to generate leads and strengthen relationships. Collaborate with internal teams (risk, operations, finance, compliance) to ensure smooth client journey. Requirements Education: Bachelor’s degree in finance, economics, business, or related fields; certifications like CFA/FRM or CMFAS are a plus. Experience: At least 5 years of working experience in business development functions facing HNWIs, private investment companies and family offices, focusing on trading/investment products, platforms or solutions. Proven track record of top sales performance in previous roles is a strong plus. Skills: Excellent communication, interpersonal, and analytical skills. Technical Knowledge: Familiarity with financial products, including equities, futures/options and wealth management products, is a huge plus. Proficiency in CRM systems and Microsoft Office is beneficial. Regulatory Knowledge: Understanding of KYC, AML, and compliance standards; regulatory certifications are a plus. Attributes: Professional, client‑focused, proactive, and eager to learn and grow in wealth management. #J-18808-Ljbffr Moomoo Technologies Inc