moomoo

Global investing platform offering data tools

Investment Strategist - Advisory

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours

Full-timeSingaporeNo salary listedIn-person

About the Job

Requirements

A degree from a well-known institution in Finance, Economics, Accounting, Investment, Business, or a related field.
Proven experience in the Singapore and/or Australia equity markets, specializing in Equity Research or Option Trading, with additional knowledge of cryptocurrency investments.
At least 3 years of experience in high-net-worth client service as a relationship manager or investment advisor, or in investment strategy/financial middle office, with proven methodologies and successful experience driving client investment strategy services, product sales, and wealth management services to frontline teams.
Native English is required.
No prior license is required at application. The successful candidate is expected to obtain relevant regulatory licenses after joining: Singapore MAS CMFAS modules and/or Australian RG146 or ASIC-recognized qualifications.

Responsibilities

Conduct deep-dive investment research and produce client-facing content covering Singapore and Australia equities, ETFs, options, futures, other derivatives, and relevant global and cross-border opportunities.
Deliver bespoke investment advisory to high-net-worth clients across Singapore and Australia, including developing tailored investment themes, providing strategic asset allocation and trade execution support, resolving day-to-day market inquiries, and participating in key client meetings and pitches.
Draft thematic market commentary and client educational materials for Singapore and Australia; develop actionable investment strategy content, create talking points and pitch scripts, and conduct ongoing training for Relationship Managers across both markets.
Contribute to the department’s product matrix by curating tailored financial solutions aligned with clients’ risk/return profiles; ensure selections align with the firm’s house view and translate team consensus into client-ready proposals.
Perform client segmentation analysis to design scalable and customized global investment and operational strategies; develop and implement ongoing service models and engagement plans tailored to different client tiers across Singapore and Australia.

Desired Qualifications

Familiarity with cross-border and regional APAC markets.
Mandarin Chinese speaking is highly preferred.
Prior licensing or the ability to service both jurisdictions is a plus.

Investment Strategist (Advisory) - Singapore & Australia Market

moomoo · Singapore, Singapore · Full-time · Posted 2026-08-21

Workplace: on_site

Description

Responsibilities:

Conduct deep-dive investment research and produce high-quality, client-facing content covering Singapore (SGX) and Australia (ASX) equities, ETFs, options, futures, and other derivatives, alongside relevant global and cross-border opportunities.
Deliver bespoke investment advisory to High-Net-Worth (HNW) clients across the Singapore and Australia markets. This includes developing tailored investment themes, providing strategic asset allocation and trade execution support, resolving day-to-day market inquiries, and actively participating in key client meetings/pitches.
Draft thematic market commentary and client educational materials for the Singapore and Australia markets. Develop actionable investment strategy content, craft effective talking points/pitch scripts, and conduct ongoing training to empower Relationship Managers (RMs) across both markets.
Contribute to the development of the department's product matrix by curating tailored financial solutions that align with clients' risk/return profiles. Ensure all product selections align with the firm's overarching "house view" and translate team consensus into actionable, client-ready proposals.
Perform client segmentation analysis to design scalable & customized global investment & operational strategies. Based on these insights, develop and implement customized, ongoing service models and engagement plans tailored to different client tiers across the Singapore and Australia markets.

Requirements

Education and Major: Degree from a well-known institution in Finance, Economics, Accounting, Investment, Business, or related fields.
Proven experience in the Singapore and/or Australia equity markets, specializing in Equity Research or Option Trading, with additional knowledge of cryptocurrency investments. Familiarity with cross-border and regional (APAC) markets is a strong plus.
At least 3 years of experience in high-net-worth client service (as a relationship manager or investment advisor) or in investment strategy/financial middle office, with proven methodologies and successful experience in driving client investment strategy services, product sales, and wealth management services to frontline teams.
Strong communication and coordination skills, with a strong sense of teamwork.
Language skills: Native in English; Mandarin Chinese speaking is highly preferred.
License Requirement: No prior license required at the point of application. The successful candidate is expected to obtain the relevant regulatory licenses after joining — Singapore MAS CMFAS modules and/or Australian RG146 / ASIC-recognized qualifications. Prior licensing or the ability to service both jurisdictions is a plus.

*Only shortlisted candidates will be contacted

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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