# Director - Institutional Account Management

> moomoo · Singapore, Singapore · Full-time · Posted 2026-06-05

**Workplace:** on_site

## Description

Moomoo is more than just a global investment and trading platform—we’re a fast-growing force in the wealth-tech space, committed to transforming the way people invest. Since our founding in 2018, we've rapidly expanded across Singapore, Australia, Japan, Canada, and Malaysia, now empowering over **28 million users worldwide**.

In Singapore, Moomoo Financial Singapore Pte. Ltd. is licensed and regulated by the Monetary Authority of Singapore (Licence No. CMS101000). In 2022, we became the **first digital brokerage** to earn all five SGX Group memberships across the securities and derivatives markets—a testament to our dedication to excellence and innovation.

But what truly sets us apart is our mission: to **democratise investing** and make smart, data-driven financial decisions accessible to everyone. We’re here to **level the playing field**—bringing powerful tools, real-time insights, and intuitive technology to empower investors at every stage of their journey.

Joining Moomoo means being part of a purpose-driven team that’s not only reshaping the future of investing—but also **making wealth-building inclusive, informed, and inspiring**. If you're excited about driving impact at the intersection of finance and technology, there's never been a better time to join us.

**Director – Institutional Account Management**

The Director – Institutional Account Managementrole supports the institutional business in delivering high-quality service to External Asset Managers (EAMs) and their underlying clients. The role focuses on account administration, transaction execution support, client servicing, onboarding coordination and day-to-day relationship management activities. The role acts as a key point of contact for the EAMs.

**Responsibilities**

**Client Relationship & Service Support**

-   Provide proactive support to the institutional salespeople in managing relationships with External Asset Managers and their underlying clients.
-   Serve as a primary contact for day-to-day client servicing requests and enquiries.
-   Maintain regular communication with EAM representatives to ensure prompt resolution of operational and administrative matters.
-   Support client meetings, conduct platform demonstrations and follow up on action items.

**Account Opening & Client Onboarding**

-   Coordinate account opening, onboarding and periodic review processes for EAM-managed client accounts.
-   Review account documentation to ensure completeness and compliance with internal policies and regulatory requirements.
-   Liaise with Compliance and Onboarding teams to facilitate timely account approvals.
-   Track onboarding progress and provide status updates to the institutional salespeople and EAMs.

**Transaction & Execution Support**

-   Assist in processing investment transactions, foreign exchange deals, cash transfers, securities subscriptions/redemptions, and corporate action instructions.
-   Ensure accurate execution and booking of client instructions in accordance with internal procedures.
-   Monitor pending transactions and follow up with relevant stakeholders to ensure timely completion.
-   Support trade settlement and resolve transaction-related issues where required.

**Operational & Administrative Support**

-   Maintain accurate client records and documentation within the client management systems.
-   Support implementation of process improvements and service enhancement initiatives.
-   Contribute to internal projects that will add value to the institutional business

**Requirements**

**Education & Experience**

-   Bachelor's degree in Finance, Business, Economics, Banking, or a related discipline.
-   3–5 years of experience in servicing EAMs either in a brokerage or private bank setup
-   Familiarity with EAM business and fintech platforms is preferred.

**Technical Knowledge**

-   Understanding of wealth management products, including equities, fixed income, mutual funds, structured products, FX, and discretionary portfolio management.

**Competencies**

-   Strong client servicing and stakeholder management skills.
-   Excellent organisational skills with strong attention to detail.
-   Ability to manage multiple priorities and work effectively under pressure.
-   Strong communication and interpersonal skills.
-   Team-oriented mindset with a proactive and solution-driven approach.

**Key Success Measures**

-   Timely completion of account onboarding and documentation reviews.
-   High service quality and responsiveness to EAM and client requests.
-   Accuracy of transaction processing and operational support.

## Benefits

**Working at Moomoo, you will get**

-   Be a part of the world’s leading digital brokerage firm where growth and career development opportunities are endless.
-   Enjoy a competitive total compensation package that truly values your skills and contributions.
-   Comprehensive insurance coverage for employees and dependents to provide you a peace of mind
-   Fun loving and diverse work environment that hosts various team-bonding programs and company events
-   Business casual work attire everyday
-   **And Much More!**: Discover even more perks and benefits as we take you through the hiring process!

Please note that only short-listed candidates will be contacted.

## Apply

[Apply at moomoo](https://apply.workable.com/moomoo/j/D9CEE03FC6/apply)

---
Powered by [Workable](https://www.workable.com)