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moomoo

Global investing platform offering data tools

Corporate and Institutional Assistant Manager

Customer SuccessConfirmed live in the last 24 hours
Full-timeSingaporeNo salary listedIn-person

About the Job

Requirements

  • A degree in any discipline is required.
  • At least 3 to 5 years of working experience in family offices, capital market firms, securities firms, or financial institutions is required.
  • A team player with good interpersonal and communication skills is required.
  • A passion for the work and a constant pursuit of improvement are required.
  • Good command of written and spoken English and Mandarin is required.
  • The candidate must be positive, careful, responsible, open-minded, and willing to accept challenges.
  • The candidate must be independent and able to get the job done with little guidance.

Responsibilities

  • Service clients from family offices, UHNW/HNW/VIP clients, high-frequency traders, and financial institutions, including account-opening service, usage operations, and consultations.
  • Implement services for contracted clients, including IPO, IOP, and IR services.
  • Develop sales processes and workflows to retain clients more effectively.
  • Produce complete customer data reports to understand customer transactions and assets and assist the team in developing overall customer sales strategies.
  • Develop standard sales processes covering sales behavior, compliance requirements, and customer service implementation to improve business development and internal collaboration efficiency.
  • Monitor clients’ trading patterns and identify their focus and needs to provide better service.
  • Review and assess processes and provide feedback to improve work performance and services.
  • Provide feedback to internal departments on potential areas for improvement and enhancement.
  • Implement sales strategies, including recording external cooperation channels and settling cooperation fees.
  • Maintain department performance records, including performance target achievement, revenue data, and collection status.
  • Educate clients from family offices, UHNW/HNW/VIP clients, high-frequency traders, and financial institutions by conducting platform and product training through online or face-to-face meetings, seminars, and webinars.
  • Work closely with all relevant internal departments.
  • Handle ad hoc projects as necessary.

Desired Qualifications

  • Accreditation in CMFAS Modules 1A, 2, 5, and 6A is highly preferred unless exempted.

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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