# Relationship Manager, Private Wealth

> moomoo · Bangkok, Thailand · Full-time · Posted 2026-09-17

**Workplace:** on_site

## Description

**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.

## Requirements

-   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.

## Benefits

**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.

## Apply

[Apply at moomoo](https://apply.workable.com/moomoo/j/173643CBB2/apply)

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