Elevate client service levels at Moomoo Canada as a Senior Client Engagement Manager. This role emphasizes building solid relationships and enhancing client satisfaction in the investment landscape.

Focused on high-net-worth clients, this senior position requires expertise in relationship management and a proactive approach to client needs. You will lead initiatives for onboarding, retention, and client service while ensuring compliance with relevant regulations. Your insights will be pivotal in improving product offerings and client experiences.

Key Responsibilities:
• Develop and maintain strong relationships with priority clients
• Act as the main contact during client onboarding and ongoing support
• Implement strategies for client retention and asset growth




• Organize client engagement events and programs
• Maintain accurate client records and provide valuable feedback

Requirements:
• 5+ years of experience in retail brokerage or related fields
• Completion of Canadian Securities Course and CPH required
• Bilingual in English and Mandarin, Cantonese preferred
• Strong understanding of financial instruments and client needs
• Proven track record in consultative communication and business growth

Apply your skills in client engagement and investment knowledge to enhance service quality at Moomoo Canada.
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📌 Senior Client Engagement Manager at Moomoo Canada (Ontario)
🏢 Moomoo Canada
📍 Ontario