Business Development Executive, Institutional Business
Moomoo is a comprehensive brokerage platform that empowers proactive investors to take control of their financial future with ease and confidence. We integrate professional trading data, global financial news, a trading community, and an innovative web platform to provide users with better data, tools, and performance.
Join our dynamic team at Moomoo as a Business Development team for the institutional business, where your passion for finance and technology can thrive.
1. Business Development
- Identify and pursue new institutional business opportunities across target segments including asset managers, hedge funds, family offices, introducing brokers, and corporate entities.
- Participate in client meetings, networking events, industry conferences, and engagements to expand the firm's institutional presence and brand visibility.
- Coordinate with the marketing team to plan and execute campaigns, events, and thought leadership initiatives targeted at institutional prospects.
2. Institutional Strategy Execution
- Support the execution of institutional sales and business development initiatives as directed by leadership.
- Assist in implementing strategic projects designed to grow and scale the institutional business.
- Support the onboarding process for new institutional clients, ensuring documentation completeness, KYC/AML compliance, and timely account activation.
- Liaise with operations, compliance, and finance teams to streamline institutional client workflows and resolve operational issues.
3. Client Engagement & Business Intelligence
- Build and maintain strong relationships with institutional clients through regular, proactive engagement.
- Understand clients' business objectives, investment needs, trading requirements, and service expectations.
- Stay informed about fintech brokerage industry developments, competitor activity, and regulatory changes that may impact institutional client needs.
4. Teamwork & Collaboration
- Work closely with internal stakeholders — including operations, compliance, legal, finance, and technology — to ensure efficient execution of client requests.
- Collaborate across departments to deliver timely, effective, and client-centric solutions.
- Coordinate with the marketing team to align institutional business development efforts with broader brand and campaign strategies.
5. Performance Management
- Achieve assigned business development and client engagement KPIs, including funded account conversions and pipeline progression targets.
- Monitor sales pipeline and business opportunities to ensure timely follow-up, accurate reporting, and deal progression.
- Maintain high standards of client service while contributing to overall team performance.
Requirements
- Bachelor’s degree in Marketing, Business, Finance, or a related field.
- Minimum of 1-2 years in business development, marketing (including sales and remisier), or a relevant field, preferably within the financial services, investment, or technology sectors.
- Proven track record in sales support, business development, sales, or related roles, ideally within the financial services industry.
Skills & Expertise:
- Industry Knowledge: Familiarity with financial capital markets, stockbroking industry, and relevant products and operations.
- Communication: Excellent verbal and written communication skills with the ability to effectively interact with regulatory officials, senior executives, and internal teams.
- Analytical Skills: Strong problem-solving capabilities and analytical thinking.
- Project Management: Highly organized, with the ability to manage multiple projects simultaneously and pay attention to detail.
- Strategic Thinking: Ability to identify opportunities for collaboration and navigate complex regulatory environments.
Benefits
We offer a comprehensive and holistic work experience and package as follows:
- KPI Incentive
- Convenient Access to Public Transport
- SIDC Sponsorship
- Career Development Opportunities in the Financial Services Industry
- Company Team Building & Bonding Activities
- Free-Flow Pantry Snacks & Drinks
- Dynamic, Multinational Working Environment
Please note that only short-listed candidates will be contacted. Thank you.
As published by workable
First name, Last name, Email, Headline, Phone, Address, Education, Experience, Summary, Resume, Add your portfolio link, Cover letter, Will you now or in the future require sponsorship for employment visa status to work in the country?, Are you a friend or family of a current employee of the company?, What is your Expected Gross Salary?
- Do you have experience trading US equities and/or options? yes / no
- Are you currently a Moomoo user? yes / no
- Do you have experience in client relationship maintenance for Institutional client? If yes, kindly elaborate more written answer