Client Relations Officer

Kuala Lumpur, Kuala Lumpur Moomoo MY

Posted 2 days ago

Job Viewed

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Job Description

Overview

Moomoo MY Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

Client Relations Officer

Location: Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

Please note: only short-listed candidates will be contacted. Thank you.

Responsibilities
  1. Client Engagement and Relationship Management
    • Build and nurture relationships with existing clients, fostering trust and loyalty through regular communication, meetings, and providing 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.
  2. 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 in achieving KPI and revenue targets through client referrals and upselling of services.
  3. 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.
  4. 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.
  5. Reporting and Documentation
    • Maintain accurate client records, document communications, and prepare regular reports on client interactions, sales activities, and market feedback.
  6. Ad-hoc duties
    • 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 the stockbroking/finance services company or outbound call center is preferred. Fresh graduates are welcome to apply.
  • Exposure and possessing of product knowledge on capital market and investment-related field will be an advantage.
  • 5 working days per week
  • Language proficiency in English & Chinese.
  • Excellent communication, negotiation, and interpersonal skills. Good-looking 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. Passion and constantly seek improvement in work.
Benefits

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

  • Competitive compensation & benefits. Monthly salary package consists of basic salary +commission + shift allowance (if applicable).
  • Fun loving and diverse work environment.
  • Business casual work attire everyday.

Note: Please note that only short-listed candidates will be contacted. Thank you.

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Client Relations Officer

Kuala Lumpur, Kuala Lumpur Moomoo Financial Inc.

Posted 4 days ago

Job Viewed

Tap Again To Close

Job Description

1. Client Engagement and Relationship Management

• Build and nurture relationships with existing clients, fostering trust and loyalty through regular communication, meetings, and providing 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.

2. 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 in achieving KPI and revenue targets through client referrals and upselling of services.

3. 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.

4. 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.

5. Reporting and Documentation

• Maintain accurate client records, document communications, and prepare regular reports on client interactions, sales activities, and market feedback.

6. Any Ad-hoc Duties as Assigned

• 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 the stockbroking/finance services company or outbound call center is preferred. Fresh graduates are welcome to apply.

• Exposure and possessing of product knowledge on capital market and investment-related field will be an advantage.

• 5 working days per week.

• Language proficiency in English & Chinese.

• Excellent communication, negotiation, and interpersonal skills. Good 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. Passion and constantly seek improvement in work.

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

• Competitive compensation & benefits. Monthly salary package consists of basic salary + commission + shift allowance (if applicable).

• Fun loving and diverse work environment.

• Business casual work attire every day.

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

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This advertiser has chosen not to accept applicants from your region.

Client Relations Officer

Kuala Lumpur, Kuala Lumpur moomoo

Posted 7 days ago

Job Viewed

Tap Again To Close

Job Description

Client Engagement and Relationship Management

• Build and nurture relationships with existing clients, fostering trust and loyalty through regular communication, meetings, and providing 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.

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 in achieving KPI and revenue targets through client referrals and upselling of services.

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.

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.

Reporting and Documentation

• Maintain accurate client records, document communications, and prepare regular reports on client interactions, sales activities, and market feedback.

Minimum Qualifications

• 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 the stockbroking/finance services company or outbound call center is preferred. Fresh graduates are welcome to apply.

• Exposure and possessing of product knowledge on capital market and investment-related field will be an advantage.

• Language proficiency in English & Chinese.

• Excellent communication, negotiation, and interpersonal skills. Good 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.

Working Conditions

• 5 working days per week.

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

• Competitive compensation & benefits. Monthly salary package consists of basic salary + commission + shift allowance (if applicable).

• Fun loving and diverse work environment.

• Business casual work attire every day.

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

#J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.

Client Relations Officer

Kuala Lumpur, Kuala Lumpur Moomoo MY

Posted 1 day ago

Job Viewed

Tap Again To Close

Job Description

Overview

Moomoo MY Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia Client Relations Officer Location: Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia Please note: only short-listed candidates will be contacted. Thank you. Responsibilities

Client Engagement and Relationship Management

Build and nurture relationships with existing clients, fostering trust and loyalty through regular communication, meetings, and providing 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.

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 in achieving KPI and revenue targets through client referrals and upselling of services.

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.

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.

Reporting and Documentation

Maintain accurate client records, document communications, and prepare regular reports on client interactions, sales activities, and market feedback.

Ad-hoc duties

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 the stockbroking/finance services company or outbound call center is preferred. Fresh graduates are welcome to apply. Exposure and possessing of product knowledge on capital market and investment-related field will be an advantage. 5 working days per week Language proficiency in English & Chinese. Excellent communication, negotiation, and interpersonal skills. Good-looking 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. Passion and constantly seek improvement in work. Benefits

We offer a comprehensive and holistic work experience and package as follows: Competitive compensation & benefits. Monthly salary package consists of basic salary +commission + shift allowance (if applicable). Fun loving and diverse work environment. Business casual work attire everyday. Note:

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

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This advertiser has chosen not to accept applicants from your region.

Client Relations Officer

Kuala Lumpur, Kuala Lumpur Moomoo Financial Inc.

Posted 14 days ago

Job Viewed

Tap Again To Close

Job Description

1. Client Engagement and Relationship Management

• Build and nurture relationships with existing clients, fostering trust and loyalty through regular communication, meetings, and providing 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. 2. 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 in achieving KPI and revenue targets through client referrals and upselling of services. 3. 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. 4. 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. 5. Reporting and Documentation

• Maintain accurate client records, document communications, and prepare regular reports on client interactions, sales activities, and market feedback. 6. Any Ad-hoc Duties as Assigned

• 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 the stockbroking/finance services company or outbound call center is preferred. Fresh graduates are welcome to apply. • Exposure and possessing of product knowledge on capital market and investment-related field will be an advantage. • 5 working days per week. • Language proficiency in English & Chinese. • Excellent communication, negotiation, and interpersonal skills. Good 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. Passion and constantly seek improvement in work. We offer a comprehensive and holistic work experience and package as follows: • Competitive compensation & benefits. Monthly salary package consists of basic salary + commission + shift allowance (if applicable). • Fun loving and diverse work environment. • Business casual work attire every day. Please note that only short-listed candidates will be contacted. Thank you.

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This advertiser has chosen not to accept applicants from your region.

Client Relations Specialist (US Stock & Options Market)

Kuala Lumpur, Kuala Lumpur moomoo

Posted today

Job Viewed

Tap Again To Close

Job Description

Client Engagement and Relationship Management

  1. Build and nurture relationships with existing clients, fostering trust and loyalty through regular communication, meetings, and providing personalized support.
  2. Initiate and lead phone interactions with USA clients to introduce the company's services, assess their needs, and tailor solutions to their investment objectives.

Sales & Business Development

  1. Implement strategies to increase sales on deposit, stock trading & investment, and option trading by identifying opportunities within the existing client base and referral channels with inhouse CRM.
  2. Collaborate with cross-functional teams in achieving KPI and revenue targets through marketing campaigns.

Product and Service Customization

  1. Gather feedback from clients and analyze market trends to identify opportunities to promote new product features or improvements to existing services.
  2. Work closely with the product development team to design and implement tailored solutions that meet the diverse needs of clients in the USA stock and options market, and occasionally other international stock markets like HK, China, Singapore.

Market Analysis and Industry Knowledge

  1. Stay updated on the latest market trends, financial regulations, and US stock market developments.
  2. Use this knowledge to offer informed advice to clients, enabling them to make well-informed investment decisions aligned with their financial goals.

Reporting and Documentation

  1. Maintain accurate client records, document communications, and prepare regular reports on client interactions, sales activities, and market feedback

Any ad-hoc duties as assigned

  • 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, real estate, credit card, insurance, financial or investment products) is preferred. Fresh graduates are welcome to apply.
  • 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 take these financial licenses before starting work to educate clients on option trading business.
  • 5 working days per week, while additional night shift (5am-12pm) following US timezone during weekends and PH on rotational basis.
  • Language proficiency in English and Chinese is a must. Mastering Cantonese conversational skills would be an advantage.
  • 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.
  • Able to work on weekends occasionally and constantly seek improvement in work to hit KPI target.
  • 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

About Moomoo Financial Inc.

Moomoo Financial Inc. (MFI), also known as moomoo US, is an online broker-dealer registered with and regulated by FINRA (the "Financial Industry Regulatory Authority") and a member of the SIPC (the "Securities Investor Protection Corporation"). As a next-generation broker-dealer, MFI offers an enhanced trading experience, including commission-free trading and convenient mobile investing.

About Futu

Futu Holdings Limited (NASDAQ: FUTU) is an advanced technology company that transforms the investing experience through its fully digitized brokerage and wealth management platform. Moomoo Financial Inc. is an indirect wholly owned subsidiary of Futu Holdings Limited. With a focus on innovation, Futu aims to revolutionize the industry by combining technology with comprehensive investment services.

Disclaimer

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.

#J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.

Client Relations Specialist (US Stock & Options Market)

Kuala Lumpur, Kuala Lumpur Moomoo MY

Posted 10 days ago

Job Viewed

Tap Again To Close

Job Description

Client Relations Specialist (US Stock & Options Market) – Kuala Lumpur, Malaysia

Moomoo MY Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

Overview

The Client Relations Specialist will engage with clients primarily in the USA stock and options market, supporting relationship management, sales development, product customization, market analysis, and reporting activities. The role requires collaborative work with internal teams to meet KPI targets and deliver tailored financial services solutions.

Responsibilities
  • Client Engagement and Relationship Management: Build and nurture relationships with existing clients, foster trust and loyalty through regular communication and meetings, and provide personalized support.
  • Initiate and lead phone interactions with USA clients to introduce services, assess needs, and tailor solutions to their investment objectives.
  • Sales & Business Development: Implement strategies to increase sales on deposits, stock trading & investment, and option trading by identifying opportunities within the existing client base and referral channels.
  • Collaborate with cross-functional teams to achieve KPI and revenue targets through marketing campaigns.
  • Product and Service Customization: Gather client feedback and analyze market trends to identify opportunities to promote new features or improvements; work with product development to design tailored solutions for USA stock and options markets, and occasionally other markets (HK, China, Singapore).
  • Market Analysis and Industry Knowledge: Stay updated on market trends, financial regulations, and US stock market developments; provide informed advice to help clients make well-informed investment decisions.
  • Reporting and Documentation: Maintain accurate client records, document communications, and prepare regular reports on client interactions, sales activities, and market feedback.
  • Ad-hoc duties as assigned.
Qualifications
  • Bachelor's degree or higher in Business Management/Administration, Finance, Economics 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 sector or related industries; fresh graduates are welcome to apply.
  • Exposure to and knowledge of capital markets and the US stock market is advantageous.
  • Must have US financial licenses (SIE, Series 7, and Series 63) or willingness to obtain them before starting to educate clients on option trading.
  • 5 working days per week, with additional night shifts (5am–12pm) following US time zones during weekends and public holidays on a rotational basis.
  • Language proficiency in English and Chinese; Cantonese conversational skills are a plus.
  • Excellent communication, negotiation, and interpersonal skills.
  • Computer literacy; independent, self-motivated, quick learner, and strong team orientation with result-driven focus.
  • Ability to work under pressure in a dynamic, fast-paced environment; willingness to work on weekends occasionally and strive to hit KPI targets.
Benefits
  • 13-Month Salary (Contractual Bonus)
  • Monthly salary package includes 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
About Moomoo Financial Inc.

Moomoo Financial Inc. (MFI), also known as moomoo US, is an online broker-dealer registered with and regulated by FINRA and a member of the SIPC. As a next-generation broker-dealer, MFI offers an enhanced trading experience, including commission-free trading and convenient mobile investing.

About Futu

Futu Holdings Limited (NASDAQ: FUTU) is an advanced technology company that transforms the investing experience through its fully digitized brokerage and wealth management platform. Moomoo Financial Inc. is an indirect wholly owned subsidiary of Futu Holdings Limited. With a focus on innovation, Futu aims to revolutionize the industry by combining technology with comprehensive investment services.

Disclaimer

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.

Job Details
  • Seniority level: Entry level
  • Employment type: Full-time
  • Job function: Business Development

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Client Relations Specialist (US Stock & Options Market)

Kuala Lumpur, Kuala Lumpur Moomoo Inc.

Posted 17 days ago

Job Viewed

Tap Again To Close

Job Description

Client Engagement and Relationship Management

  1. Build and nurture relationships with existing clients, fostering trust and loyalty through regular communication, meetings, and providing personalized support.
  2. Initiate and lead phone interactions with USA clients to introduce the company's services, assess their needs, and tailor solutions to their investment objectives.

Sales & Business Development

  1. Implement strategies to increase sales on deposit, stock trading & investment, and option trading by identifying opportunities within the existing client base and referral channels with inhouse CRM.
  2. Collaborate with cross-functional teams in achieving KPI and revenue targets through marketing campaigns.

Product and Service Customization

  1. Gather feedback from clients and analyze market trends to identify opportunities to promote new product features or improvements to existing services.
  2. Work closely with the product development team to design and implement tailored solutions that meet the diverse needs of clients in the USA stock and options market, and occasionally other international stock markets like HK, China, Singapore.

Market Analysis and Industry Knowledge

  1. Stay updated on the latest market trends, financial regulations, and US stock market developments.
  2. Use this knowledge to offer informed advice to clients, enabling them to make well-informed investment decisions aligned with their financial goals.

Reporting and Documentation

  1. Maintain accurate client records, document communications, and prepare regular reports on client interactions, sales activities, and market feedback

Any ad-hoc duties as assigned

  • 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, real estate, credit card, insurance, financial or investment products) is preferred. Fresh graduates are welcome to apply.
  • 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 take these financial licenses before starting work to educate clients on option trading business.
  • 5 working days per week, while additional night shift (5am-12pm) following US timezone during weekends and PH on rotational basis.
  • Language proficiency in English and Chinese is a must. Mastering Cantonese conversational skills would be an advantage.
  • 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.
  • Able to work on weekends occasionally and constantly seek improvement in work to hit KPI target.
  • 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

About Moomoo Financial Inc.

Moomoo Financial Inc. (MFI), also known as moomoo US, is an online broker-dealer registered with and regulated by FINRA (the "Financial Industry Regulatory Authority") and a member of the SIPC (the "Securities Investor Protection Corporation"). As a next-generation broker-dealer, MFI offers an enhanced trading experience, including commission-free trading and convenient mobile investing.

About Futu

Futu Holdings Limited (NASDAQ: FUTU) is an advanced technology company that transforms the investing experience through its fully digitized brokerage and wealth management platform. Moomoo Financial Inc. is an indirect wholly owned subsidiary of Futu Holdings Limited. With a focus on innovation, Futu aims to revolutionize the industry by combining technology with comprehensive investment services.

Disclaimer

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.

#J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.

Client Relations Specialist (US Stock & Options Market)

Kuala Lumpur, Kuala Lumpur moomoo

Posted today

Job Viewed

Tap Again To Close

Job Description

Client Engagement and Relationship Management Build and nurture relationships with existing clients, fostering trust and loyalty through regular communication, meetings, and providing personalized support. Initiate and lead phone interactions with USA clients to introduce the company's services, assess their needs, and tailor solutions to their investment objectives. S ales & Business Development Implement strategies to increase sales on deposit, stock trading & investment, and option trading by identifying opportunities within the existing client base and referral channels with inhouse CRM. Collaborate with cross-functional teams in achieving KPI and revenue targets through marketing campaigns. Product and Service Customization Gather feedback from clients and analyze market trends to identify opportunities to promote new product features 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 USA stock and options market, and occasionally other international stock markets like HK, China, Singapore. Market Analysis and Industry Knowledge Stay updated on the latest market trends, financial regulations, and US stock market developments. Use this knowledge to offer informed advice to clients, enabling them to make well-informed investment decisions aligned with their financial goals. Reporting and Documentation Maintain accurate client records, document communications, and prepare regular reports on client interactions, sales activities, and market feedback Any ad-hoc duties as assigned 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, real estate, credit card, insurance, financial or investment products) is preferred.

Fresh graduates are welcome to apply. 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 take these financial licenses before starting work to educate clients on option trading business. 5 working days per week, while additional night shift (5am-12pm) following US timezone during weekends and PH on rotational basis. Language proficiency in English and Chinese is a must. Mastering Cantonese conversational skills would be an advantage. 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. Able to work on weekends occasionally and constantly seek improvement in work to hit KPI target. 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 About Moomoo Financial Inc. Moomoo Financial Inc. (MFI), also known as moomoo US, is an online broker-dealer registered with and regulated by FINRA (the "Financial Industry Regulatory Authority") and a member of the SIPC (the "Securities Investor Protection Corporation"). As a next-generation broker-dealer, MFI offers an enhanced trading experience, including commission-free trading and convenient mobile investing. About Futu Futu Holdings Limited (NASDAQ: FUTU) is an advanced technology company that transforms the investing experience through its fully digitized brokerage and wealth management platform. Moomoo Financial Inc. is an indirect wholly owned subsidiary of Futu Holdings Limited. With a focus on innovation, Futu aims to revolutionize the industry by combining technology with comprehensive investment services. Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.

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This advertiser has chosen not to accept applicants from your region.

Client Relations Specialist (US Stock & Options Market)

Kuala Lumpur, Kuala Lumpur Moomoo MY

Posted 10 days ago

Job Viewed

Tap Again To Close

Job Description

Client Relations Specialist (US Stock & Options Market) – Kuala Lumpur, Malaysia

Moomoo MY Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia Overview The Client Relations Specialist will engage with clients primarily in the USA stock and options market, supporting relationship management, sales development, product customization, market analysis, and reporting activities. The role requires collaborative work with internal teams to meet KPI targets and deliver tailored financial services solutions. Responsibilities

Client Engagement and Relationship Management: Build and nurture relationships with existing clients, foster trust and loyalty through regular communication and meetings, and provide personalized support. Initiate and lead phone interactions with USA clients to introduce services, assess needs, and tailor solutions to their investment objectives. Sales & Business Development: Implement strategies to increase sales on deposits, stock trading & investment, and option trading by identifying opportunities within the existing client base and referral channels. Collaborate with cross-functional teams to achieve KPI and revenue targets through marketing campaigns. Product and Service Customization: Gather client feedback and analyze market trends to identify opportunities to promote new features or improvements; work with product development to design tailored solutions for USA stock and options markets, and occasionally other markets (HK, China, Singapore). Market Analysis and Industry Knowledge: Stay updated on market trends, financial regulations, and US stock market developments; provide informed advice to help clients make well-informed investment decisions. Reporting and Documentation: Maintain accurate client records, document communications, and prepare regular reports on client interactions, sales activities, and market feedback. Ad-hoc duties as assigned. Qualifications

Bachelor's degree or higher in Business Management/Administration, Finance, Economics 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 sector or related industries; fresh graduates are welcome to apply. Exposure to and knowledge of capital markets and the US stock market is advantageous. Must have US financial licenses (SIE, Series 7, and Series 63) or willingness to obtain them before starting to educate clients on option trading. 5 working days per week, with additional night shifts (5am–12pm) following US time zones during weekends and public holidays on a rotational basis. Language proficiency in English and Chinese; Cantonese conversational skills are a plus. Excellent communication, negotiation, and interpersonal skills. Computer literacy; independent, self-motivated, quick learner, and strong team orientation with result-driven focus. Ability to work under pressure in a dynamic, fast-paced environment; willingness to work on weekends occasionally and strive to hit KPI targets. Benefits

13-Month Salary (Contractual Bonus) Monthly salary package includes 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 About Moomoo Financial Inc.

Moomoo Financial Inc. (MFI), also known as moomoo US, is an online broker-dealer registered with and regulated by FINRA and a member of the SIPC. As a next-generation broker-dealer, MFI offers an enhanced trading experience, including commission-free trading and convenient mobile investing. About Futu

Futu Holdings Limited (NASDAQ: FUTU) is an advanced technology company that transforms the investing experience through its fully digitized brokerage and wealth management platform. Moomoo Financial Inc. is an indirect wholly owned subsidiary of Futu Holdings Limited. With a focus on innovation, Futu aims to revolutionize the industry by combining technology with comprehensive investment services. Disclaimer

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Job Details

Seniority level: Entry level Employment type: Full-time Job function: Business Development

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