moomoo

Global investing platform offering data tools

Assistant Relationship Manager New Grad

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours

Full-timeHong KongNo salary listedIn-person

About the Job

Requirements

A bachelor's degree or higher is required; Finance or Economics is preferred.
Excellent spoken and written command of English, Mandarin, and Cantonese is required.
Familiarity with private wealth management business processes and relevant regulations is required, along with strong risk awareness and compliance.
Fluency in Chinese and English, with solid reading and writing skills and the ability to collaborate across cultures, is required.

Responsibilities

Assist the Relationship Manager in managing key partner relationships to achieve business targets.
Explore new business opportunities in support of company strategy.
Build close relationships with high-net-worth clients to meet team assets-under-management and revenue targets.
Work with the IA and product teams to provide clients with investment portfolio analysis and advice aligned with their needs and risk profiles.
Support the marketing team in developing high-net-worth client activities using team resources.
Serve high-net-worth clients, including account opening, account maintenance, and related tasks; manage credit quality and monitor margin levels.
Complete ad hoc projects and tasks assigned by management.

2027 Fresh Grad Hire - Assistant Relationship Manager

moomoo · Hong Kong, Hong Kong · Full-time · Posted 2026-10-22

Workplace: on_site

Description

Assist Relationship Manager to manage key partner relationships to achieve business targets；
Explore new business opportunities in order to company strategy；
Building tight relationship with high-net-worth clients to complete team AUM and revenue target；
Work closely with IA and product team and provide investment portfolio analysis and advices to the clients according to their needs, desires and risk profile；
Support marketing team to build high-net-worth activities based on the team resources；
Responsible for serving high-net-worth clients, including account opening, maintenance, and related tasks. Manage credit quality and monitor margin levels.
Work on ad hoc projects and tasks assigned by management.

Requirements

Bachelor's degree or above, preferably in Finance, Economics, or a related field;
Excellent command of spoken and written English, Mandarin and Cantonese ;
High level of customer-centric mindset to deliver exceptional quality services for customers;
Familiarity with PWM business processes and relevant regulations, with a strong sense of risk awareness and compliance.
Fluent in Chinese and English, with solid reading, writing and cross-cultural collaboration skills.

*Open to candidates graduating between January 2026 and August 2027.

Apply

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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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