Team Lead - Private Wealth

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.

Team Lead – Private Wealth

The Team Lead – Private Wealth will play a pivotal role in Moomoo SG’s next phase of Private Wealth growth. This is a player-coach position: the Team Lead is expected to personally drive client acquisition and meet KPIs in the first six months, while also recruiting and scaling a new frontline team within an established organisational structure.

The ideal candidate will be a commercially driven wealth-management professional with leadership experience, strong sourcing capabilities, and a passion for building high-performing teams to capture market opportunities.

Responsibilities

Business Acquisition & KPI Delivery (First 6 Months)

• Personally originate and acquire new HNWIs, Family Offices, and SME clients to accelerate AUM growth.
• Achieve individual and initial team KPIs for new client funding, AUM, and revenue during the ramp-up period.
• Leverage personal networks, strategic partnerships, and market insights to establish a solid book of business.
• Build and maintain a disciplined pipeline with clear conversion metrics and reporting.
• Collaborate with marketing, product, and channel teams to execute targeted acquisition campaigns.

Team Recruitment & Leadership

• Recruit a new team of Relationship Managers (RMs), Assistant RMs (ARMs), and other frontline roles in line with the approved team structure and expansion plan.
• Onboard, coach, and develop new hires to achieve productivity quickly and uphold Moomoo’s standards.
• Instil a collaborative, client-centric culture with high performance and compliance discipline.
• Establish ongoing coaching routines, performance reviews, and career-development pathways for team members.

Client Relationship Management & Service Excellence

• Provide strategic guidance and frontline support in servicing key clients, including complex onboarding, large AUM transitions, and cross-border structures.
• Partner with product specialists to deliver holistic, multi-asset investment solutions and private-market offerings.
• Promote consistent client service quality to enhance satisfaction, retention, and wallet share.

Process, Compliance & Governance

• Ensure the team operates in strict compliance with MAS regulations, AML/KYC standards, and Moomoo’s risk framework.
• Collaborate with internal partners (product, compliance, operations) to enhance onboarding and servicing efficiency.
• Monitor and continuously improve workflows to support business scalability and regulatory readiness.

• 8+ years of experience in private banking, wealth management, or related financial-services sectors.

• Proven track record of personally bringing in new clients and achieving AUM/revenue targets.
• 3+ years in leadership roles with experience in recruiting and scaling or managing frontline teams in growth environments.
• Strong understanding of HNWI and Family Office investment needs and Singapore’s regulatory framework (MAS, AML/KYC).
• Bachelor’s degree or above in Finance, Business, or related field; CFA/CFP is an advantage.

Skills & Competencies

• Entrepreneurial and results-oriented with the ability to produce business personally while scaling a team.
• Skilled in attracting, hiring, coaching, and retaining high-calibre relationship managers.
• Excellent commercial instincts, client-sourcing capabilities, and negotiation skills.
• Strong leadership presence with data-driven pipeline and performance-management practices.
• Proficiency in English and an added advantage for proficiency in Mandarin preferred to effectively serve regional HNWI clients.

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!