Relationship Manager (Malaysia Market)
At a glance
Mid-level Account Management role at moomoo. Kuala Lumpur · full-time.
Pay not stated
Growth Roles summary, based on the employer's posting.
What you'll do
- Support HNW and high-value clients with trading needs across U.S. stocks, Malaysian stocks, options, and other offered assets
- Use calls, visits, in-platform messages, and WhatsApp to maintain contact and complete KYC activities
- Grow client assets, revenue, trading activity, and fund retention while strengthening loyalty and trust
- Refine sales scripts and operating procedures for different client needs, improving conversion efficiency
- Work with local and regional teams, join client events, and guide users through platform tools
What you bring
- Relevant experience in a bank, securities firm, or similar financial institution, with knowledge of industry processes and competitors
- A finance, accounting, economics, business, marketing, or related degree is preferred
- CMSRL for dealing in securities, including Modules 6 and 7, or willingness to earn it after joining
- Strong risk awareness, compliance judgment, communication, teamwork, and problem-solving execution
- English and Malay fluency, with Chinese reading and speaking as an advantage
Who this fits
You’ll suit a client-facing financial services role centered on HNW relationships, trading support, sales conversion, and KPI delivery. Prior trading experience in U.S. stocks, options, and Malaysian stocks, plus familiarity with Moomoo products, is useful. The role is onsite in Kuala Lumpur and includes occasional client events and other assigned duties.
From the employer
Moomoo is a comprehensive brokerage platform that empowers proactive investors to take control of their financial future with ease and confidence. We integrate professional trading data, global financial news, a trading community, and an innovative web platform to provide users with better data, tools, and performance.
Join our dynamic team at Moomoo as a Client Relations Specialist, where your passion for finance and technology can thrive.
- With a focus on High Net Worth (HNW) clients and High Value clients, provide comprehensive support and communication to clients based on their trading needs in U.S. stocks, Malaysian stocks, options, and other asset classes offered by Moomoo. Offer services in trading strategy, platform usage support, emotional guidance, and daily trading assistance. Build relationships with clients and achieve KPI goals.
- Proactively explore client potential by leveraging market insights, product offerings, rewards, and services. Utilize various communication methods such as phone calls, in-person visits, in-platform messaging, and Whatsapp messaging to achieve periodic client communication and KYC objectives. Drive asset growth, revenue growth, trading activity, and fund retention in clients’ Moomoo accounts, enhancing client loyalty and brand trust.
- Adapt and optimize sales scripts and SOPs based on diverse client needs to improve sales conversion efficiency.
- Actively collaborate with internal stakeholders based in-country and regional office to ensure the quality of client service and the achievement of key performance indicators (KPIs).
- From time to time, participate in client events and assist in any duties necessary. Events can include but are not limited to market outlook events, new store launch events, investment seminar and conference events.
- Have willingness and openness to learn and leverage AI tools to enhance productivity and efficiency in terms of customer service and product promotion. Able to articulate technology capabilities and guide users how best to navigate platform tools.
Requirements
- Bachelor’s degree or higher in finance, accounting, economics, business, marketing, or related fields preferred.
- At least 1 - 3 year of relevant work experience in financial institutions such as banks or securities firms, with familiarity with industry competitors and business processes. Strong risk awareness and compliance mindset.
- Prior experience in trading U.S. stocks, options, and Malaysian stocks, with familiarity with Moomoo products, is preferred.
- Possession of the Capital Market Services Representative’s License (CMSRL) for Dealing in Securities (passed Module 6 & 7 exams) or commitment to obtain it after joining.
- Strong communication and comprehension skills, team collaboration mindset, and execution ability. Responsible, proactive in identifying, understanding, and solving problems.
- Bumiputera candidates are encouraged to apply.
- Good command of English and Malay; proficiency in Chinese (reading and spoken) is an added advantage.
- Customer-oriented with a strong service mindset, committed to improving client service quality and satisfaction.
Benefits
We offer a comprehensive and holistic work experience and package as follows:
- Monthly salary package consists of basic salary + commission + shift allowance (if applicable).
- Convenient Access to Public Transport
- CMSRL Exam Sponsorship (during probation period)
- Career Development Opportunities in the Financial Services Industry
- Company Team Building & Bonding Activities
- Free-Flow Pantry Snacks & Drinks
- Dynamic, Multinational Working Environment
Please note that only short-listed candidates will be contacted. Thank you.
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