Relationship Manager

Responsibilities:

• Focus on private wealth management segment, including high net worth and family offices. Form good understanding on the wealth management landscape and develop a good network within the segment.
• Develop and implement strategic initiatives to drive business growth, including but not limited to direct prospecting, referring channels and events.
• Develop in-depth understanding on moomoo's platforms, products and solutions, able to differentiate and match accordingly to Private Wealth clients' trading and investment needs.
• Initiate and drive internal improvements on platforms, products and solutions to better match the general needs of private wealth clients.
• Plan and work independently to achieve personal sales targets within a team setup, where you can leverage resources among your peers and other teams within the company.
• Maintain good relationship with family offices and HNW clients, and establish long term cl...