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.
Sales & 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
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, 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.
Benefits
- 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.
