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moomooSydney, Australia

Client Development Manager

Posted 4d ago

We are seeking a proactive and results-driven

  • Client Development Manager to join moomoo’s premium client sales team in our Sydney office.
  • This is a sales-oriented role focused on identifying, engaging and converting high-value client opportunities. You will be responsible for proactively developing new client relationships, progressing prospects through the sales pipeline, and driving client acquisition, asset growth and revenue contribution.
  • In addition to developing new business, you will build strong relationships with high-value clients, identify opportunities within the existing client base, and work closely with internal teams to deliver a strong client experience.
  • The role will also involve participating in client events and industry activities across Australia, with occasional interstate travel required.

Client Acquisition & Sales

  • Proactively identify and develop new client opportunities, with a particular focus on high-net-worth and high-value investors.
  • Build and manage a strong pipeline of prospective clients through outbound engagement, referrals, events, internal leads and other acquisition channels.
  • Engage prospective clients to understand their investment and trading needs, identify relevant opportunities, and convert qualified prospects into active clients.
  • Take ownership of the full client acquisition process, from initial outreach and qualification through to follow-up, conversion and closing.
  • Consistently follow up with prospective clients and actively progress opportunities through the sales pipeline.
  • Achieve agreed KPIs across client acquisition, asset growth, revenue contribution and other key business outcomes.

Client Development & Growth

  • Identify growth opportunities within the existing client base, including opportunities to deepen client engagement, increase assets and expand product adoption.
  • Develop a strong understanding of clients’ investment and trading behaviours and identify opportunities to increase their engagement with the moomoo platform.
  • Build and maintain relationships with high-value clients through regular and proactive communication.
  • Develop tailored engagement approaches for different client segments based on their needs, behaviours and potential value.
  • Support the retention and long-term development of high-value client relationships.

Client Engagement & Events

  • Represent moomoo at client events, seminars, workshops and relevant industry activities.
  • Proactively engage prospective and existing clients during events and convert event interactions into follow-up opportunities.
  • Work closely with the broader team to support client acquisition and engagement initiatives.
  • Be willing and able to travel interstate when required for client meetings, events and business activities.

Internal Collaboration

  • Work closely with marketing, operations, product, trading and other internal teams to support client acquisition and conversion.
  • Share client insights, market feedback and common client needs with relevant internal teams.
  • Maintain accurate and timely records of client interactions, opportunities and sales pipeline progress.
  • Contribute ideas to improve client acquisition, conversion and engagement processes.

Requirements

  • Tertiary qualification in a relevant discipline, preferably in Business, Commerce, or Finance.
  • 2+ years of experience in sales, business development or client acquisition within financial services, preferably in brokerage, wealth management, asset management, financial planning or a related field.
  • Demonstrated ability to proactively develop new business, build a sales pipeline and convert prospective clients.
  • Strong sales mindset with the confidence and persistence to initiate client conversations, follow up opportunities and drive outcomes.
  • Strong interpersonal and communication skills, with the ability to build trust and rapport with clients at all levels.
  • Commercially minded and results-oriented, with a strong focus on client acquisition, asset growth and revenue contribution.
  • Self-motivated with a results-oriented mindset, focused on client satisfaction and business outcomes.
  • Experience working collaboratively in a team environment.
  • Proven ability to manage high-net-worth clients and professionals effectively.
  • Experience with share investing or superannuation is a plus.

RG146 qualification to provide general advice

  • Benefits
  • A high degree of autonomy and self-direction, within a friendly, supportive team.
  • Generous contribution to private healthcare and gym membership.
  • Employee Benefits Platform.
  • Competitive salary and bonus structure.
  • Support for ongoing education and training.

Moomoo Australia and New Zealand has a culture where all employees are valued and respected. We provide a workplace that fosters continuous professional development, in an inclusive environment. We are a certified ‘Great Place to Work' in 2025 and 2026. Our local operation is highly connected to our global presence across eight world markets.