Business Planning & Operation Manager, Private Wealth & Institutional Business

Moomoo Financial Singapore Pte. Ltd. (Moomoo Singapore) is an advanced financial technology company transforming the investing experience by offering a digitalised brokerage and wealth management platform - moomoo. Moomoo enhances the user experience with market data, news, and powerful analytical tools. Moomoo also embeds an unique digitalised investment community to connect all users, investors, companies, analysts, media and key opinion leaders.

In Singapore, Moomoo Financial Singapore Pte. Ltd. (www.moomoo.com/sg) offers investment products for trading via the moomoo platform, and it is a capital markets services licence holder regulated by the Monetary Authority of Singapore (Licence No. CMS101000). In June 2022, Moomoo Singapore became the first digital brokerage to receive all five memberships from the SGX Group for the securities and derivatives markets.

Business Planning and Operation Manger, Private Wealth

The Business Planning and Operation Manager will be responsible for building and optimizing the operational framework for private wealth business, covering high-net-worth clients, family offices and EAMs. This includes developing and executing comprehensive growth strategies to attract, engage, retain, and expand the client base. The role requires a deep understanding of client needs, coordination of internal resources, and enhancement of product and service penetration. Regular analysis of industry trends and competitive dynamics is also essential.

Key Responsibilities:

1. Business Management Framework Developments:

Develop and implement an operational framework for high-net-worth clients, family offices and EAMs, including but not limited to client segmentation, tiering client benefits scheme, and online client portal operation including in-app and website.

Responsible for scaling and meeting business growth targets, ensuring the effectiveness and continuous improvement of the operational framework. Regularly monitor market and competitor dynamics, produce relevant reports, and provide recommendations for operational strategy adjustments based on analytical findings.

2. Client Lifecycle Growth Strategies:

Formulate and execute growth strategies across the entire lifecycle of high-net-worth clients, family offices and EAMs, from acquisition to conversion, engagement, retention, and expansion.

Collaborate with other functions in the team, such as client facing personnels or marketing managers, to effectively implement growth strategies and achieve business objectives.

3. Go To Market planning and implementation

Identify key business scenarios and user needs based on the investment demands of high-net-worth clients, family office and EAMs.

Coordinate and implement GTM strategies with relevant function including sales and service personnels, marketing manager and other internal resources within private wealth business, to enhance conversion rates at critical stages and increase product and business penetration.

Our Values

• Integrity
• Integrity Story: Say No to Super High Leverage
• We hold fast to our value of integrity and attach great importance to user experience and risk management. Unlike some other brokerages, we don't try to attract users attention by claiming to enable super high-leverage financing for IPO subscriptions, which quickly reaches the limit
• Efficiency
• Efficiency Story: Promise Made to a User on New Year's Eve
• On February 11, 2021, Chinese New Year's Eve, a user wrote a post in the Community at around 8 AM and received Leaf's reply just 8 minutes later. According to the user's suggestion, we issued a letter to shareholders after releasing our annual report
• Service
• Service Story: Providing Excellent Services and Undertaking Our Responsibilities
• After Ant Group's IPO was suspended, we refunded all subscribers subscription fees and margin interest, bearing all the costs ourselves
• Excellence
• Excellence Story: Leaf Opens Our App Over 30 Times a Day
• According to statistics, Leaf opens our app over 30 times a day on average. He repeatedly checks every detail. While normal users might just enter a trading page and stop there, Leaf taps some seemingly boring or repetitive elements on the page. He continually assesses the app's loading speed and visual effects

Please note that only short-listed candidates will be contacted.

Qualifications:

• Bachelor's degree or above, with over 5 years of experience in business planning and operations (including at least 3 years of experience in private wealth segment), business management experiences with private banks are highly preferred
• Experience in establishment of sales operation framework and building operational and service systems for high net worth clients and institutions
• Familiarity with how client origination, financial advisors and investment consultants work, with the ability to integrate and connect online and offline service resources
• Logical thinking with good analytical skills
• Good communication skills and able to manage various stakeholders
• Sufficient knowledge in various asset classes and asset allocation, with an understanding of fundamental market landscape research methodologies
• Proficiency in English and Chinese, both speaking and writing, is required. Willing to travel between Shenzhen and Singapore occasionally

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!