Relationship Manger, Private Wealth Greater China - Key Account Business Departm

📌 Core Information

🔹 Job Title: Relationship Manger, Private Wealth Greater China - Key Account Business Department

🔹 Company: Futu Holdings Limited (Moomoo)

🔹 Location: Singapore

🔹 Job Type: Full-time

🔹 Category: Financial Services

🔹 Date Posted: April 23, 2025

🔹 Experience Level: 5-10 years

🔹 Remote Status: On-site

🚀 Job Overview

Key aspects of this role include:

• Focusing on Chinese background Private Wealth clients eligible to invest in Singapore
• Developing and implementing strategic initiatives to drive business growth
• Demonstrating a solid understanding of multi-assets and moomoo's platforms, products, and solutions
• Working independently to achieve personal sales targets within a team setup
• Maintaining good relationships with clients and establishing long-term client retention and partnerships

ASSUMPTION: This role requires a strong understanding of the wealth management landscape and the ability to develop a good network within the segment. The ideal candidate will be self-driven, efficient, and able to manage the whole sales cycle independently.

📋 Key Responsibilities

✅ Focus on Chinese background Private Wealth clients who are eligible to invest in SG, including HNWIs, private investment companies, 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 also leverage resources among your peers and other teams within the company.

✅ Maintain good relationship with your clients, and establish long term client retention and partnerships.

ASSUMPTION: The role requires a balance of strategic thinking, sales acumen, and strong product knowledge to succeed in this position.

🎯 Required Qualifications

Education: Bachelor's degree in Business, Finance, or a related field

Experience: At least 5 years of working experience in business development functions facing HNWIs, private investment companies, or family offices, focusing on trading/investment products, platforms, or solutions.

Required Skills:

• Proven track record in business development with HNWIs or family offices
• Strong knowledge base in multi-assets, compulsory in equities trading
• Excellent communication and interpersonal skills
• Ability to work independently and manage the whole sales cycle
• Good command of Mandarin (critical for the role)

Preferred Skills:

• Experience in the wealth management industry
• Knowledge of the Greater China market

ASSUMPTION: Given the specific target segment, a good command of Mandarin is critical for this role. Additionally, experience in the wealth management industry and knowledge of the Greater China market would be beneficial.

💰 Compensation & Benefits

Salary Range: SGD 120,000 - 180,000 per annum (Estimated based on industry standards for the role, experience level, and location)

Benefits:

• Competitive total compensation package
• Comprehensive insurance coverage for employees and dependents
• Fun loving and diverse work environment with various team-bonding programs and company events
• Business casual work attire everyday
• And Much More!: Discover even more perks and benefits as you go through the hiring process!

Working Hours: 40 hours per week, Monday to Friday

ASSUMPTION: The salary range provided is an estimate based on industry standards for the role, experience level, and location. The actual salary may vary depending on the candidate's qualifications and the company's internal policies.

📌 Applicant Insights

🔍 Company Context

Industry: Futu Holdings Limited operates in the Financial Services industry, focusing on transforming the investing experience for investors worldwide.

Company Size: Futu Holdings Limited has 1,001-5,000 employees globally, providing a large and diverse work environment.

Founded: Futu Holdings Limited was founded in 2012 and has since grown to serve over 25 million users through its one-stop digital platforms, Futubull and moomoo.

Company Description:

• Futu Holdings Limited is a leading fintech company committed to transforming the investing experience for investors worldwide
• The company serves over 25 million users through its one-stop digital platforms, Futubull and moomoo, enabling everyone to become a better investor on the go
• Futu Holdings Limited is dedicated to making investing easier and not alone, empowering investors of all levels to confidently navigate the market with essential tools and data to achieve their financial goals

Company Specialties:

• Digital brokerage and wealth management platform
• Market data, news, and powerful analytical tools
• Embedded digitalised investment community

Company Website: https://www.futuholdings.com/en-us/

ASSUMPTION: Futu Holdings Limited is a well-established fintech company with a strong presence in the Asia-Pacific region and a commitment to transforming the investing experience for users worldwide.

📊 Role Analysis

Career Level: This role is at the mid-career level, requiring a balance of strategic thinking, sales acumen, and strong product knowledge.

Reporting Structure: The Relationship Manger will report directly to the Head of Private Wealth Greater China and work closely with other departments within the company.

Work Arrangement: This role is on-site, with a flexible work arrangement that allows for independent work and collaboration within a team setup.

Growth Opportunities:

• Advancement within the Private Wealth department or other departments within the company
• Expansion of responsibilities based on performance and company growth
• Opportunities to work on cross-functional projects and gain exposure to different aspects of the business

ASSUMPTION: Given the company's growth and expansion, there are ample opportunities for career advancement and growth within the organization.

🌍 Location & Work Environment

Office Type: The Singapore office is a modern and collaborative workspace that fosters innovation and creativity.

Office Location(s): The Singapore office is located in the Central Business District, providing easy access to public transportation and amenities.

Geographic Context:

• Singapore is a global financial hub with a strong focus on innovation and technology
• The city-state is home to a diverse and multicultural population, providing a rich and vibrant work environment
• Singapore's strategic location in Southeast Asia allows for easy access to other major markets in the region

Work Schedule: The work schedule is Monday to Friday, with flexible hours that allow for a healthy work-life balance.

ASSUMPTION: The Singapore office provides a dynamic and collaborative work environment that supports the company's mission to transform the investing experience for users worldwide.

💼 Interview & Application Insights

Typical Process:

• Online application submission
• Phone or video screening
• On-site or virtual interview with the hiring manager and other team members
• Final round interview with senior leadership

Key Assessment Areas:

• Business development skills and experience
• Product knowledge and understanding of multi-assets
• Communication and interpersonal skills
• Cultural fit and alignment with company values

Application Tips:

• Tailor your resume and cover letter to highlight your relevant experience and skills for this role
• Prepare for behavioral and situational interview questions that focus on your problem-solving skills and ability to work independently
• Research the company and the wealth management industry to demonstrate your understanding of the market and the role

ATS Keywords: Business Development, Private Wealth, HNWIs, Family Offices, Multi-Assets, Equities Trading, Mandarin, Sales Cycle Management, Strategic Initiatives

ASSUMPTION: The application process for this role is likely to be competitive, and candidates should prepare thoroughly to demonstrate their qualifications and fit for the position.

🛠️ Tools & Technologies

• Moomoo digital platform
• Futubull digital platform
• CRM software (e.g., Salesforce)
• Microsoft Office Suite
• Communication tools (e.g., Slack, Microsoft Teams)

ASSUMPTION: The tools and technologies required for this role are primarily digital platforms and communication tools, with a focus on the moomoo and Futubull platforms.

👔 Cultural Fit Considerations

Company Values:

• Integrity: Say No to Super High Leverage
• Efficiency: Promise Made to a User on New Year's Eve
• Service: Providing Excellent Services and Undertaking Our Responsibilities
• Excellence: Leaf Opens Our App Over 30 Times a Day

Work Style:

• Collaborative and team-oriented
• Results-driven and focused on achieving personal sales targets
• Adaptable and able to work independently

Self-Assessment Questions:

• How do you align with the company's value of integrity, and can you provide an example of a time when you demonstrated this value?
• How comfortable are you working in a fast-paced and dynamic environment, and can you describe a time when you successfully navigated a challenging situation?
• How would you describe your work style, and how do you think it would fit with the company's work environment?

ASSUMPTION: Futu Holdings Limited values candidates who are aligned with their company values and have a strong work ethic, as well as the ability to work collaboratively and independently.

⚠️ Potential Challenges

• Managing a diverse portfolio of Private Wealth clients with varying investment needs and preferences
• Keeping up with the fast-paced and dynamic nature of the wealth management industry
• Balancing independent work and collaboration within a team setup
• Adapting to the company's unique culture and work environment

ASSUMPTION: The role presents several challenges, including managing a diverse portfolio of clients, keeping up with industry trends, and balancing independent work and collaboration.

📈 Similar Roles Comparison

• This role differs from other business development roles in the wealth management industry in its focus on Chinese background Private Wealth clients eligible to invest in Singapore
• The role requires a strong understanding of the wealth management landscape and the ability to develop a good network within the segment
• Career progression in this role may involve advancement within the Private Wealth department or expansion of responsibilities based on performance and company growth

ASSUMPTION: This role is unique in its focus on Chinese background Private Wealth clients eligible to invest in Singapore, requiring a strong understanding of the wealth management landscape and the ability to develop a good network within the segment.

📝 Sample Projects

• Developing and implementing a strategic initiative to drive business growth through direct prospecting, referring channels, and events
• Conducting a comprehensive analysis of moomoo's platforms, products, and solutions to identify areas for improvement and better match the general needs of private wealth clients
• Managing the sales cycle for a high-net-worth individual, from initial contact to client retention and partnership

ASSUMPTION: These sample projects are designed to give candidates an understanding of the key responsibilities and requirements of the role, as well as the types of initiatives they may be expected to develop and implement.

❓ Key Questions to Ask During Interview

• Can you describe the typical client profile for this role, and how the company supports the relationship manager in understanding and serving these clients?
• How does the company approach internal improvements on platforms, products, and solutions to better match the general needs of private wealth clients?
• What opportunities are there for career advancement and growth within the Private Wealth department or other departments within the company?
• How does the company support work-life balance for its employees, particularly for those in on-site roles?
• Can you provide an example of a time when the company demonstrated its commitment to making investing easier and not alone for its users?

ASSUMPTION: These key questions are designed to help candidates better understand the role, the company, and the work environment, as well as to demonstrate their interest and engagement in the interview process.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through the Workable application portal
• Tailor your resume and cover letter to highlight your relevant experience and skills for this role
• Prepare for behavioral and situational interview questions that focus on your problem-solving skills and ability to work independently
• Research the company and the wealth management industry to demonstrate your understanding of the market and the role
• Follow up with the hiring manager within one week of submitting your application to express your interest and reiterate your qualifications

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.