Client Development Manager
Core
Proactively identify, engage, and convert high-net-worth and high-value investor opportunities to drive client acquisition, asset growth, and revenue.
Role type
Client Development Manager (Sales)
Builds
New client relationships and revenue for moomoo's premium client sales team
Domain
Financial services / Wealth management / Brokerage
Deliverable
client delivery
Required skills
Sales pipeline management, high-net-worth client acquisition, outbound engagement, conversion of prospects, relationship management, KPI achievement, cross-functional collaboration, client event participation
Preferred skills
Share investing experience, superannuation experience, RG146 qualification
Technologies
moomoo platform
Responsibilities
Identify and develop new client opportunities through outbound engagement and referrals; progress prospects through the sales pipeline to conversion; build and maintain relationships with high-value clients; represent the company at client events and industry activities; collaborate with internal teams to support client acquisition and conversion; manage records of client interactions and sales pipeline progress.
Seniority
Mid-level, hands-on IC