Relationship Manager, Private Wealth (SEA Market)

Company

moomoo sg

Location

singapore, singapore

Type

Full-time

            Relationship Manager, Private Wealth (SEA Market)  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...
        

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Relationship Manager, Private Wealth (SEA Market)

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