Client Relations Specialist (US Stock & Options Market)

Overview

Client Relations Specialist (US Stock & Options Market) — Moomoo MY, Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia Base pay range : MYR65,000.00 / yr - MYR75,000.00 / yr Responsibilities

Client Engagement and Relationship Management

Build and nurture relationships with existing clients, fostering trust and loyalty through regular communication, meetings, and providing personalized support. Initiate and lead phone interactions with USA clients to introduce the company\'s services, assess their needs, and tailor solutions to their investment objectives.

Sales & Business Development

Implement strategies to increase sales on deposit, stock trading & investment, and option trading by identifying opportunities within the existing client base and referral channels with inhouse CRM. Collaborate with cross-functional teams in achieving KPI and revenue targets through marketing campaigns.

Product and Service Customization

Gather feedback from clients and analyze market trends to identify opportunities to promote new product features or improvements to existing services. Work closely with the product development team to design and implement tailored solutions that meet the diverse needs of clients in the USA stock and options market, and occasionally other international stock markets like HK, China, Singapore.

Market Analysis and Industry Knowledge

Stay updated on the latest market trends, financial regulations, and US stock market developments. Use this knowledge to offer informed advice to clients, enabling them to make well-informed investment decisions aligned with their financial goals.

Reporting and Documentation

Maintain accurate client records, document communications, and prepare regular reports on client interactions, sales activities, and market feedback.

Ad-hoc Duties

Any ad-hoc duties as assigned.

Qualifications

Bachelor\'s degree or above in Business Management / Administration, Finance, Economics and / or related disciplines. Additional qualifications in financial planning or investment analysis are advantageous. Solid experience in outbound telesales, client relations or a similar role within stockbroking / finance services or related industries. Fresh graduates are welcome to apply. Exposure and possessing product knowledge on capital markets, US stock market and investment-related fields is advantageous. Must have US financial licenses (SIE, S7 and S63) or willingness to obtain them before starting to educate clients on option trading. 5 working days per week, with occasional night shifts (11pm-8am) following US timezone during weekends and public holidays on a rotational basis. English and Chinese language proficiency is a must; Cantonese skills are a plus. Excellent communication, negotiation, and interpersonal skills; computer literacy; and the ability to work independently and in a team. Able to work well under pressure, be meticulous and detail-oriented, and thrive in a dynamic, fast-paced environment. Ability to work on weekends occasionally and strive to hit KPI targets. Benefits

13-Month Salary (Contractual Bonus) Monthly salary package includes basic salary + commission + shift allowance (if applicable) Convenient access to public transport FINRA SIE Exam Sponsorship (during probation) Career development opportunities in the financial services industry Company team building & bonding activities Free-flow pantry snacks & drinks Dynamic, multinational working environment About the Company

About Moomoo Financial Inc. Moomoo Financial Inc. (MFI), also known as moomoo US, is an online broker-dealer regulated by FINRA and a member of SIPC. It offers an enhanced trading experience, including commission-free trading and mobile investing. About Futu Futu Holdings Limited (NASDAQ : FUTU) is a technology company that provides a fully digitized brokerage and wealth management platform. Moomoo Financial Inc. is an indirect subsidiary of Futu Holdings Limited. Disclaimer The above information is intended to indicate the general nature and level of work performed in this classification. It is not designed to be an exhaustive inventory of duties, responsibilities, and qualifications. Futu Holdings Limited is an equal opportunity employer; all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Seniority level

Entry level Employment type

Full-time Job function

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