moomoo

Global investing platform offering data tools

Relationship Manager - Private Wealth

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours

Full-timeBangkok, ThailandNo salary listedIn-person

About the Job

Requirements

A bachelor's degree in finance, economics, business, or a related field, and relevant licenses issued by the SEC such as IC or IP.
At least 5 years of working experience in wealth management or relationship management functions serving high-net-worth individuals, private investment companies, and family offices, focused on trading or investment products.
Understanding of KYC, AML, and compliance standards.
Familiarity with financial products, including equities, futures/options, and wealth management products.
Proficiency in CRM systems and Microsoft Office.
Relevant regulatory certifications are a plus.

Responsibilities

Achieve personal KPIs related to new high-net-worth client acquisition, AUM growth, and revenue targets.
Actively prospect and engage potential clients from personal 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 risk, operations, finance, and compliance teams to ensure a smooth client journey.
Comply with company policies, regulatory requirements, and relevant capital market laws and regulations.

Desired Qualifications

A proven track record of top sales performance in previous roles and portable AUM.
Familiarity with financial products, including equities, futures/options, and wealth management products.
Proficiency in CRM systems and Microsoft Office.
Regulatory certifications.

Relationship Manager, Private Wealth

moomoo · Bangkok, Thailand · Full-time · Posted 2026-09-17

Workplace: on_site

Description

About the role

We are looking for a Relationship Manager, Private Wealth to build and manage relationships with high-net-worth clients, drive new client acquisition and AUM growth, and provide tailored investment solutions while ensuring compliance with applicable regulatory requirements.

Relationship Manager, Private Wealth

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 journey.
Comply with company policies, regulatory requirements, and relevant laws and regulations of the capital market.

Requirements

Education: Bachelor’s degree in finance, economics, business, or related fields; with relevant licenses issued by SEC such as IC or IP.
Experience: At least 5 years of working experience in Wealth Management or Relationship Management functions facing HNWIs, private investment companies and family offices, focusing of trading/investment products. Proven track record of top sales performance in previous roles and portable AUM are a strong plus.
Skills: Excellent communication, interpersonal, and analytical skills.
Technical Knowledge: Familiarity with financial products, including equities, futures/options and wealth management products, is a huge plus. Proficiency in CRM systems and Microsoft Office is beneficial.
Regulatory Knowledge: Understanding of KYC, AML, and compliance standards; regulatory certifications are a plus.
Attributes: Professional, client-focused, proactive, and eager to learn and grow in wealth management.

Benefits

We offer a comprehensive and holistic work experience and package as follows:

Competitive compensation and benefits.
Fun loving and diverse work environment
Business casual work attire everyday

Please note that only short-listed candidates will be contacted.

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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