Client Relationship Manager - Key Accounts

moomoo • Toronto, ON

8h • Onsite

About The Position

As a Client Relationship Manager — Key Accounts at Moomoo Canada, you will have the opportunity to manage, deepen, and grow relationships with high-value clients across the Canadian market. In this client-facing role, you will provide a premium relationship experience to sophisticated investors by understanding their needs, supporting their client journey, and coordinating with internal teams to deliver timely and professional service. You will play an important role in client retention, asset growth, client activation, and business development. This is an opportunity for a relationship-driven professional who combines commercial awareness, strong communication skills, and a high level of client empathy. You will work closely with service, product, marketing, operations, and compliance partners to support a differentiated client experience and contribute to the continued growth of Moomoo Canada’s high-value client segment. The ideal candidate is comfortable working in a fast-paced financial services environment, understands the needs of active investors and high-value clients, and is able to communicate professionally with clients in English, Mandarin, and Cantonese.

Requirements

• Completion of the Canadian Securities Course, CSC, and Conduct and Practices Handbook, CPH.
• Minimum 5 years of experience in retail brokerage, wealth management, private banking, financial advisory, client relationship management, or a related financial services role.
• Experience working with high-value, high-net-worth, active investor, or sophisticated client segments.
• Strong understanding of investment products, brokerage platforms, trading workflows, and client service processes.
• Proven ability to manage client relationships, support business growth, and deliver a high-quality client experience.
• Strong relationship-building, consultative communication, and client engagement skills.
• Commercial mindset with the ability to identify client needs, business opportunities, and relationship development potential.
• Full professional fluency in English and Mandarin is required.
• Trilingual capability in English, Mandarin, and Cantonese is strongly preferred to support Canada’s Chinese-speaking client base.
• Strong attention to detail in documentation, data entry, client records, and compliance-related administrative work.
• Ability to manage multiple priorities, client relationships, and internal follow-ups in a fast-paced environment.

Nice To Haves

• Undergraduate degree in Finance, Economics, Business, or a related discipline.
• Strong familiarity with North American capital markets, including U.S. and Canadian equities, ETFs, fixed income, foreign exchange, and market structure.
• Familiarity with options, margin, order types, and trading-related risk concepts.
• Understanding of Canadian registered accounts, including RRSP, TFSA, FHSA, and other wealth planning topics.
• Knowledge of retirement planning, estate planning, tax-efficient investing, or cross-border wealth considerations.
• Progress toward or completion of PFP, CFP, CIM, CFA, or other relevant professional designations.
• Experience supporting sophisticated traders, active investors, or high-net-worth clients.
• Comfortable participating in client events, educational sessions, and relationship-building activities.

Responsibilities

• Manage and grow relationships with high-value clients across the Canadian market.
• Serve as a key point of contact for priority clients throughout the client lifecycle, including onboarding, activation, ongoing engagement, service support, and long-term relationship management.
• Build trusted client relationships through proactive communication, thoughtful follow-up, and professional service.
• Support client retention, asset growth, referral generation, and new-client conversion initiatives.
• Identify opportunities to deepen existing client relationships and improve client engagement.
• Work with internal partners to resolve client needs, service requests, and account-related matters in a timely and professional manner.
• Support the planning and execution of client engagement activities, educational sessions, appreciation events, and premium client programs.
• Provide structured client feedback and market insights to internal teams to help improve product, service, and client experience.
• Maintain accurate CRM records, client notes, service plans, follow-up actions, and documentation.
• Follow all applicable regulatory requirements, internal policies, client communication standards, and compliance procedures.
• Identify and escalate operational, conduct, service, or risk-related concerns when appropriate.

Benefits

• Competitive salary
• comprehensive benefits
• performance-based incentives
• Opportunities for professional growth in a fast-growing fintech company
• Beautiful office space in mid-town Toronto with stunning city views
• Work in a company that’s a global leader in online brokerage and wealth management

What This Job Offers

• Job Type: Full-time
• Career Level: Senior