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.
1. Premier Client Service & Relationship Management (Primary Focus)
- Act as the primary dedicated liaison for VIP clients, managing complex inquiries related to equities, options, margin, and account management.
- Lead and oversee the seamless end-to-end process for account funding, and stock transfers.
- Proactively monitor client relationships, identify potential needs, and provide dedicated support to enhance client satisfaction and loyalty.
- Serve as the key point of contact for premier clients, providing timely and accurate responses via email, phone, and other channels.
2. Client Retention & Strategic Support
- Proactively identify at-risk clients expressing dissatisfaction or intending to withdraw significant assets.
- Lead retention efforts by initiating direct contact, understanding the root cause of issues, and presenting tailored solutions to preserve the relationship.
- Develop and implement strategies to enhance client satisfaction and improve overall service delivery for the premier segment.
- Analyze client feedback and pain points to advocate for platform or service improvements that benefit the HNW client experience.
- Engage in goal-oriented conversations with customers to better understand their needs and guide them toward the products and services that best support their financial goals.
Requirements
- Bachelor’s degree or above in Business Management/Administration, Finance, Economics and/or related disciplines.
- Additional qualifications in financial planning or investment analysis are advantageous.
- Solid experience in outbound telesales, client relations or a similar role within the stockbroking/finance services company or outbound call center in related industries (fintech, stock brokerage, financial or investment products) is preferred.
- Candidates must have at least 1–3 years of relevant experience in a related field.
- Exposure and possessing of product knowledge on capital market, US stock market and investment related field will be an advantage.
- Must have US financial licenses (SIE, S7 and S63) or the willingness to licenses as part of probation requirements.
- Language proficiency in English and Mandarin (reading and spoken) is a must.
- Excellent communication, negotiation, and interpersonal skills.
- Computer literacy skills.
- Independent, self-motivated, and quick learning team player with strong result-driven skills.
- Able to work well under pressure, meticulous and detail-oriented, and able to thrive in a dynamic and fast-paced environment.
Benefits
We offer a comprehensive and holistic work experience and package as follows:
- 13-Month Salary (Contractual Bonus)
- Monthly salary package consists of basic salary + commission + shift allowance (if applicable).
- Convenient Access to Public Transport
- FINRA SIE 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.
Skills Required
- Bachelor's degree in Business Management, Finance, Economics or related discipline
- Additional qualifications in financial planning or investment analysis
- Experience in outbound telesales, client relations, stockbroking/finance services or related outbound call center
- 1-3 years of relevant experience in a related field
- Product knowledge of capital markets and US stock market
- Possess or be willing to obtain US financial licenses (SIE, Series 7, Series 63)
- Fluent reading and spoken English and Mandarin
- Excellent communication, negotiation, and interpersonal skills
- Computer literacy
- Independent, self-motivated, quick learner and team player with result-driven mindset
- Ability to work under pressure, meticulous and detail-oriented
Futu Holdings Limited Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Futu Holdings Limited and has not been reviewed or approved by Futu Holdings Limited.
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Healthcare Strength — Health insurance in the U.S. arm is described as strong, with some accounts citing employer-paid premiums for employees. Core medical coverage is listed across U.S. roles.
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Retirement Support — Retirement programs are offered by region, including a U.S. 401(k) with employer contribution and Hong Kong MPF participation. PRC and Singapore roles align with statutory social insurance and CPF-related schemes.
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Equity Value & Accessibility — Equity compensation exists via a group share incentive plan, with some roles in U.S. subsidiaries receiving RSUs at hire. Where granted, equity can meaningfully augment total compensation.
Futu Holdings Limited Insights
What We Do
Futu Holdings Limited (Nasdaq: FUTU) is a leading fintech company committed to transforming the investing experience for investors worldwide. With a global presence across Hong Kong, Singapore, the U.S., Australia, Canada, Japan, Malaysia, and New Zealand, we serve over 26 million users through our one-stop digital platforms, Futubull and moomoo, enabling everyone to become a better investor on the go. At Futu, our mission remains unchanged since day 1: make investing easier and not alone. We empower investors of all levels to confidently navigate the market with all the essential tools and data to achieve their financial goals. Together, we strive to build a world where smarter investing is within reach for all.
