moomoo

Global investing platform offering data tools

Team Lead – Private Wealth

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours

Full-timeSingaporeNo salary listedIn-person

About the Job

Requirements

At least 8 years of experience in private banking, wealth management, or related financial-services sectors.
A proven track record of personally bringing in new clients and achieving assets-under-management or revenue targets.
At least 3 years in leadership roles, with experience recruiting and scaling or managing frontline teams in growth environments.
Strong understanding of high-net-worth individual and Family Office investment needs and Singapore’s regulatory framework, including Monetary Authority of Singapore regulations and anti-money laundering/know-your-customer standards.
A bachelor’s degree or above in Finance, Business, or a related field.
Ability to produce business personally while scaling a team.
Skill in attracting, hiring, coaching, and retaining high-calibre relationship managers.
Strong client-sourcing capabilities and negotiation skills.
Data-driven pipeline and performance-management practices.
Proficiency in English.

Responsibilities

Personally originate and acquire new high-net-worth individuals, Family Offices, and small and medium-sized enterprise clients to accelerate assets-under-management growth.
Achieve individual and initial team key performance indicators for new client funding, assets under management, and revenue during the ramp-up period.
Leverage personal networks, strategic partnerships, and market insights to establish a solid book of business.
Build and maintain a disciplined pipeline with clear conversion metrics and reporting.
Collaborate with marketing, product, and channel teams to execute targeted acquisition campaigns.
Recruit a new team of Relationship Managers, Assistant Relationship Managers, and other frontline roles in line with the approved team structure and expansion plan.
Onboard, coach, and develop new hires to achieve productivity quickly and uphold company standards.
Instil a collaborative, client-centric culture with high performance and compliance discipline.
Establish ongoing coaching routines, performance reviews, and career-development pathways for team members.
Provide strategic guidance and frontline support in servicing key clients, including complex onboarding, large assets-under-management transitions, and cross-border structures.
Partner with product specialists to deliver holistic, multi-asset investment solutions and private-market offerings.
Promote consistent client service quality to enhance satisfaction, retention, and wallet share.
Ensure the team operates in strict compliance with Monetary Authority of Singapore regulations, anti-money laundering/know-your-customer standards, and the company’s risk framework.
Collaborate with internal product, compliance, and operations partners to enhance onboarding and servicing efficiency.
Monitor and continuously improve workflows to support business scalability and regulatory readiness.

Desired Qualifications

Proficiency in Mandarin is an advantage for effectively serving regional high-net-worth individual clients.
CFA or CFP is an advantage.

Team Lead - Private Wealth

moomoo · Singapore, Singapore · Full-time · Posted 2026-09-08

Workplace: on_site

Description

Moomoo Singapore is a holistic wealth-tech platform building an intelligent investing ecosystem across its digital platform, physical experience stores and investor education community. Through the moomoo app, it provides everyday investors and professional clients with access to global markets, diverse investment products, advanced trading tools and AI-powered insights.

Since launching in March 2021, Moomoo Singapore has evolved beyond an investing platform into a popular financial literacy resource and full-spectrum wealth platform, supporting investors from their first trade to managing sophisticated portfolios. It surpassed two million customers in Singapore in June 2026, with users spanning retail investors to private wealth and institutional clients.

Moomoo Financial Singapore Pte. Ltd. is a subsidiary of Nasdaq-listed Futu Holdings Limited (Nasdaq: FUTU). The firm is regulated by the Monetary Authority of Singapore and holds a Capital Markets Services Licence (CMS101000) and Major Payment Institution Licence (PS20200617). It also has exempt financial adviser status and is authorised to provide Digital Payment Token services. Moomoo Trustee (Singapore) Pte. Ltd. is a licensed trust company, while Moomoo Singapore is a DP Clearing Member, SGX-ST Trading Member, and SGX-DT Trading and Clearing Member of Singapore Exchange.

Team Lead – Private Wealth

The Team Lead – Private Wealth will play a pivotal role in Moomoo SG’s next phase of Private Wealth growth. This is a player-coach position: the Team Lead is expected to personally drive client acquisition and meet KPIs in the first six months, while also recruiting and scaling a new frontline team within an established organisational structure.

The ideal candidate will be a commercially driven wealth-management professional with leadership experience, strong sourcing capabilities, and a passion for building high-performing teams to capture market opportunities.

Responsibilities

Business Acquisition & KPI Delivery (First 6 Months)

Personally originate and acquire new HNWIs, Family Offices, and SME clients to accelerate AUM growth.
Achieve individual and initial team KPIs for new client funding, AUM, and revenue during the ramp-up period.
Leverage personal networks, strategic partnerships, and market insights to establish a solid book of business.
Build and maintain a disciplined pipeline with clear conversion metrics and reporting.
Collaborate with marketing, product, and channel teams to execute targeted acquisition campaigns.

Team Recruitment & Leadership

Recruit a new team of Relationship Managers (RMs), Assistant RMs (ARMs), and other frontline roles in line with the approved team structure and expansion plan.
Onboard, coach, and develop new hires to achieve productivity quickly and uphold Moomoo’s standards.
Instil a collaborative, client-centric culture with high performance and compliance discipline.
Establish ongoing coaching routines, performance reviews, and career-development pathways for team members.

Client Relationship Management & Service Excellence

Provide strategic guidance and frontline support in servicing key clients, including complex onboarding, large AUM transitions, and cross-border structures.
Partner with product specialists to deliver holistic, multi-asset investment solutions and private-market offerings.
Promote consistent client service quality to enhance satisfaction, retention, and wallet share.

Process, Compliance & Governance

Ensure the team operates in strict compliance with MAS regulations, AML/KYC standards, and Moomoo’s risk framework.
Collaborate with internal partners (product, compliance, operations) to enhance onboarding and servicing efficiency.
Monitor and continuously improve workflows to support business scalability and regulatory readiness.

Requirements

8+ years of experience in private banking, wealth management, or related financial-services sectors.
Proven track record of personally bringing in new clients and achieving AUM/revenue targets.
3+ years in leadership roles with experience in recruiting and scaling or managing frontline teams in growth environments.
Strong understanding of HNWI and Family Office investment needs and Singapore’s regulatory framework (MAS, AML/KYC).
Bachelor’s degree or above in Finance, Business, or related field; CFA/CFP is an advantage.

Skills & Competencies

Entrepreneurial and results-oriented with the ability to produce business personally while scaling a team.
Skilled in attracting, hiring, coaching, and retaining high-calibre relationship managers.
Excellent commercial instincts, client-sourcing capabilities, and negotiation skills.
Strong leadership presence with data-driven pipeline and performance-management practices.
Proficiency in English and an added advantage for proficiency in Mandarin preferred to effectively serve regional HNWI clients.

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!

Apply

Apply at moomoo

About the Company

moomoo

Global investing platform offering data tools

Moomoo is a global investing platform that provides stocks, ETFs, options, and crypto with real-time market data and a set of trading tools. It helps users make informed decisions by offering features like real-time quotes, technical analysis tools, and in-depth order book data all in one place. Its products are designed to be easy for beginners while powerful enough for experienced traders, combining accessible data with advanced analytics to support a wide range of investment strategies. Compared to other platforms, moomoo stands out by offering a broad mix of assets across markets and a comprehensive toolkit in one place, focusing on both user-friendliness and depth of analysis. The company’s goal is to help global investors grow their financial potential over time, empowering people at all levels of experience to pursue their investment journey.

Company size: 51-200
Company stage: Not listed
Total funding: Not listed
Headquarters: Palo Alto, CA
Founded: 2018

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