Corporate and Institutional Assistant Manager

moomoo

Moomoo is more than just a global investment and trading platform—we’re a fast-growing force in the wealth-tech space, committed to transforming the way people invest. Since our founding in 2018, we've rapidly expanded across Singapore, Australia, Japan, Canada, and Malaysia, now empowering over 28 million users worldwide.

In Singapore, Moomoo Financial Singapore Pte. Ltd. is licensed and regulated by the Monetary Authority of Singapore (Licence No. CMS101000). In 2022, we became the first digital brokerage to earn all five SGX Group memberships across the securities and derivatives markets—a testament to our dedication to excellence and innovation.

But what truly sets us apart is our mission: to democratise investing and make smart, data-driven financial decisions accessible to everyone. We’re here to level the playing field—bringing powerful tools, real-time insights, and intuitive technology to empower investors at every stage of their journey.

Joining Moomoo means being part of a purpose-driven team that’s not only reshaping the future of investing—but also making wealth-building inclusive, informed, and inspiring. If you're excited about driving impact at the intersection of finance and technology, there's never been a better time to join us.

Corporate and Institutional Assistant Manager

Responsibilities

Responsible for servicing clients from Family offices, UHNW/ HNW/ VIP clients, High Frequency traders and Financial Institutions (FIs), including account opening service, usage operation, question consultation, etc.
Responsible for the implementation of services for contracted clients, including IPO, IOP and IR services.
To develop sales processes and workflows to retain clients more effectively.
Produce complete customer data reports to understand overall customer transactions and assets to assist the team in developing overall customer sales strategies.
Develop standard sales process, including sales behavior, compliance requirements, customer service landing process, etc., to improve the efficiency of business development and internal cooperation efficiency.
To monitor clients’ trading patterns and identify clients’ focus and needs to better service them.
To review and assess processes to provide feedback to further improve work performance and services.
Actively feedback potential areas for improvement and enhancement with various internal departments.
Responsible for the implementation of sales strategies, including external cooperation channel records, cooperation fee settlement, etc.
Responsible for the performance records of the entire department, including the achievement of performance targets, revenue data and collection status, etc.
Educate clients (Family offices, UHNW/ HNW/ VIP clients, High Frequency traders and FIs) by conducting platforms and products training via meetings (“Online” or “Face to Face”), seminars and webinars.
Work closely with all relevant internal departments in the organisation.
Handle ad hoc projects whenever necessary.

Requirements

Degree holder in any disciplines.
At least 3 to 5 years of working experience in Family offices, Capital market firms, Securities firms, or Financial Institutions.
Accreditation in CMFAS Modules 1A, 2, 5 and 6A is highly preferred unless exempted.
A team player with good interpersonal and communication skills
Passion and constantly seek improvement in work.
Good command of written and spoken in both English and Mandarin.
Positive, careful, responsible, and open-minded, willing to accept challenge.
Independent and can get the job done with little guidance.

Benefits

Working at Moomoo, you will get

Be a part of the world’s leading digital brokerage firm where growth and career development opportunities are endless.
Enjoy a competitive total compensation package that truly values your skills and contributions.
Comprehensive insurance coverage for employees and dependents to provide you a peace of mind
Fun loving and diverse work environment that hosts various team-bonding programs and company events
Business casual work attire everyday
And Much More!: Discover even more perks and benefits as we take you through the hiring process!