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Client Relations Officer - (Canada Market, Open to Fresh Graduates)

Salary undisclosed

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Moomoo is an investment and trading platform that empowers global investors with pro-grade, easy-to-use tools, data, and insights.

It provides users with the necessary information and technology to make more informed investment decisions. Investors have access to advanced charting tools, technical analytics, and Level 2 data. Moomoo grows with its users, cultivating a community where investors share, learn, and grow together in one place. Moomoo provides free access to investment courses, educational materials, and interactive events that any investor, at any level, can gain from. Users can join forum discussions, trading topics, and seminars to better their investment knowledge and insights.

Founded in Silicon Valley, California, moomoo operates as a global investment platform across multiple countries, including Singapore, Australia, Japan, and Malaysia. As a subsidiary of a Nasdaq Listed company, moomoo proudly serves as a global strategic partner of the New York Stock Exchange (NYSE), garnering numerous international accolades. More than just an investment platform, moomoo is your trusted companion on an enriching investment journey.

If you are looking to be a part of one of the most trend-setting fintech company in the industry and contributing to the revolution of how investors are investing? You are looking at the right place to be as we are currently hiring!

Client Relations Officer

Responsibilities

  1. Client Engagement and Relationship Management
  • Build and nurture relationships with existing clients, fostering trust and loyalty through regular communication, meetings, and personalized support.
  • Initiate and lead interactions with potential clients to introduce the company's services, assess their needs, and tailor solutions to their investment objectives.
  1. Sales & Business Development
  • Implement strategies to increase sales by identifying opportunities within the existing client base and developing plans to attract new clients.
  • Collaborate with cross-functional teams to achieve KPI and revenue targets through client referrals and upselling of services.
  1. Product and Service Customization
  • Gather feedback from clients and analyze market trends to identify opportunities for new products or improvements to existing services.
  • Work closely with the product development team to design and implement tailored solutions that meet the diverse needs of clients in the Malaysian stock market.
  1. Market Analysis and Industry Knowledge
  • Stay updated on the latest market trends, financial regulations, and stock market developments in the respective region(s).
  • Use this knowledge to offer informed advice to clients, enabling them to make well-informed investment decisions aligned with their financial goals.
  1. Reporting and Documentation
  • Maintain accurate client records, document communications, and prepare regular reports on client interactions, sales activities, and market feedback.
  1. Any ad-hoc duties as assigned

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 sales, client relations, or a similar role within a stockbroking/finance services company or outbound call center is preferred. Fresh graduates are welcome to apply.
  • Exposure to and knowledge of capital markets and investment-related fields will be an advantage.
  • Monday - Friday (5 am - 12 pm).
  • Language proficiency in English and Chinese is a must.
  • Excellent communication, negotiation, and interpersonal skills.
  • Strong computer literacy skills.
  • Independent, self-motivated, and quick-learning team player with strong result-driven skills. Able to work well under pressure, be meticulous and detail-oriented, and thrive in a dynamic and fast-paced environment. Passionate about work and constantly seeking improvement.

We offer a comprehensive and holistic work experience and package as follows:

  • Competitive compensation and benefits. The monthly salary package consists of a basic salary, commission, and shift allowance.
  • A fun-loving and diverse work environment.
  • Business casual work attire every day.

Please note that only shortlisted candidates will be contacted. Thank you.