M

moomoo

Global investing platform offering data tools

Director Institutional Account Management

Account ManagementConfirmed live in the last 24 hours
Full-timeSingaporeNo salary listedIn-person

About the Job

Requirements

  • A bachelor's degree in Finance, Business, Economics, Banking, or a related discipline.
  • Three to five years of experience servicing External Asset Managers in a brokerage or private bank setup.
  • Understanding of wealth management products, including equities, fixed income, mutual funds, structured products, foreign exchange, and discretionary portfolio management.
  • Strong client servicing and stakeholder management skills.
  • Strong organisational skills and attention to detail.
  • Ability to manage multiple priorities and work effectively under pressure.
  • Strong communication and interpersonal skills.

Responsibilities

  • Provide proactive support to institutional salespeople in managing relationships with External Asset Managers and their underlying clients.
  • Serve as a primary contact for day-to-day client servicing requests and enquiries.
  • Maintain regular communication with External Asset Manager representatives to resolve operational and administrative matters promptly.
  • Support client meetings, conduct platform demonstrations, and follow up on action items.
  • Coordinate account opening, onboarding, and periodic review processes for External Asset Manager-managed client accounts.
  • Review account documentation for completeness and compliance with internal policies and regulatory requirements.
  • Liaise with Compliance and Onboarding teams to facilitate timely account approvals.
  • Track onboarding progress and provide status updates to institutional salespeople and External Asset Managers.
  • Assist in processing investment transactions, foreign exchange deals, cash transfers, securities subscriptions and redemptions, and corporate action instructions.
  • Execute and book client instructions accurately in accordance with internal procedures.
  • Monitor pending transactions and follow up with relevant stakeholders to ensure timely completion.
  • Support trade settlement and resolve transaction-related issues where required.
  • Maintain accurate client records and documentation within client management systems.
  • Support implementation of process improvements and service enhancement initiatives.
  • Contribute to internal projects that add value to the institutional business.

Desired Qualifications

  • Familiarity with External Asset Manager business and fintech platforms.

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

Recently Posted Jobs

Explore more opportunities at moomoo

See more jobs