Premier Client Service Specialist

Responsibilities

• Manage the full lifecycle of high-net-worth (HNW) client relationships, focusing on retention and asset growth in U.S. and Hong Kong equities.
• Provide market expertise by synthesizing global capital markets news, research, and data into actionable insights for sophisticated investors.
• Act as a product advocate, training clients on Moomoo platform features, advanced trading tools, and new functionality.
• Serve as the primary point of contact for HNW inquiries regarding account management, trading, funding, and complex problem resolution.
• Orchestrate exclusive client engagement events, such as investment salons and site visits, to foster community and brand loyalty.
• Collaborate cross-functionally with Product, Trading, Operations, and Compliance teams to improve the premier service experience.

Requirements

• Active Series 7 and 63 licenses.
• 3+ years of experience in financial services, specifically within private banking, wealth management, or sales and trading.
• Proven experience working directly with high-net-worth or institutional clients.
• Strong understanding of equity and options markets and macroeconomic trends.
• Demonstrated ability to master and teach complex technology platforms.
• Exceptional communication skills with the ability to build credibility with sophisticated investors.

Preferred Qualifications

• Experience in a front-office, client-facing role at a private bank or investment firm.
• Background in equities trading, sales, or investment advisory.
• Familiarity with U.S. and Hong Kong market structures and trading conventions.
• Experience managing corporate accounts or multi-entity structures.

Benefits

• Comprehensive paid medical benefits for you and your dependents.
• 401k employer contribution and matching.
• Generous paid time off and paid holidays.
• Performance-based bonuses.
• Opportunities for professional growth and cross-functional development.

About the Company

moomoo (Futu US Inc.) is a leading digital brokerage and wealth management platform. We aim to innovate the investing landscape by providing data-rich trading tools and unparalleled market insights to retail and sophisticated investors globally.