Cost & Strategic Processing Relationship Manager
ACI Worldwide
Relationship Manager, Private Wealth
About this role
About the role
We are looking for a Relationship Manager, Private Wealth to build and manage relationships with high-net-worth clients, drive new client acquisition and AUM growth, and provide tailored investment solutions while ensuring compliance with applicable regulatory requirements.
Relationship Manager, Private Wealth
Responsibilities
- Achieve personal KPIs related to new high-net-worth client acquisition, AUM growth, and revenue targets.
- Actively prospect and engage potential clients from own connections and resources, including high-net-worth individuals and corporate clients.
- Prepare and deliver sales presentations, proposals, and product pitches tailored to client needs.
- Promote brokerage products, equities, mutual funds, structured products, derivatives and private banking services.
- Conduct market and client research to identify potential sales and growth opportunities.
- Provide administrative support, including account openings, documentation, and compliance checks.
- Participate in client meetings, events, and roadshows to generate leads and strengthen relationships.
- Collaborate with internal teams (risk, operations, finance, compliance) to ensure smooth client journey.
- Comply with company policies, regulatory requirements, and relevant laws and regulations of the capital market.
- Education: Bachelor’s degree in finance, economics, business, or related fields; with relevant licenses issued by SEC such as IC or IP.
- Experience: At least 5 years of working experience in Wealth Management or Relationship Management functions facing HNWIs, private investment companies and family offices, focusing of trading/investment products. Proven track record of top sales performance in previous roles and portable AUM are a strong plus.
- Skills: Excellent communication, interpersonal, and analytical skills.
- Technical Knowledge: Familiarity with financial products, including equities, futures/options and wealth management products, is a huge plus. Proficiency in CRM systems and Microsoft Office is beneficial.
- Regulatory Knowledge: Understanding of KYC, AML, and compliance standards; regulatory certifications are a plus.
- Attributes: Professional, client-focused, proactive, and eager to learn and grow in wealth management.
We offer a comprehensive and holistic work experience and package as follows:
- Competitive compensation and benefits.
- Fun loving and diverse work environment
- Business casual work attire everyday
Please note that only short-listed candidates will be contacted.
Frequently Asked Questions
Is the salary disclosed for the Relationship Manager, Private Wealth position at moomoo?
The salary for this Relationship Manager, Private Wealth role at moomoo is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Relationship Manager, Private Wealth position at moomoo located?
This Relationship Manager, Private Wealth role at moomoo is based in Bangkok, Bangkok, Thailand. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Relationship Manager, Private Wealth role at moomoo full-time or part-time?
This is listed as a Full time position. It is posted as a Relationship Manager, Private Wealth role at moomoo.
How do I apply for the Relationship Manager, Private Wealth position at moomoo?
Click the "Apply Now" button on this page. You will be redirected to moomoo's official application portal hosted on workable where you can submit your application directly.
When was the Relationship Manager, Private Wealth job at moomoo posted?
This Relationship Manager, Private Wealth position at moomoo was posted on Sep 17, 2026. Apply as soon as possible — early applications are often reviewed first.
Relationship Manager, Private Wealth
moomoo
You'll be redirected to moomoo's official application page on workable.