Senior Client Engagement Manager At Moomoo Canada Toronto

Senior Client Engagement Manager At Moomoo Canada Toronto

07 Sep
|
Moomoo Canada
|
Toronto

07 Sep

Moomoo Canada

Toronto

Elevate client service levels at Moomoo Canada as a Senior Client Engagement Manager. This role emphasizes building robust 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 robust 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 feedbackRequirements:
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
Solid understanding of financial instruments and client needs
Proven track record in consultative communication and business growthApply your skills in client engagement and investment knowledge to enhance service quality at Moomoo Canada.#J-18808-Ljbffr

📌 Senior Client Engagement Manager At Moomoo Canada Toronto
🏢 Moomoo Canada
📍 Toronto

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