Job Description

Description n
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We are seeking a proactive and results-driven Client Development Manager to join moomoo’s premium client sales team in our Sydney office.

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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.

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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.

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The role will also involve participating in client events and industry activities across Australia, with occasional interstate travel required.

Client Acquisition & Sales n

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



increase assets and expand product adoption.
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- Develop a solid understanding of clients’ investment and trading behaviours and identify opportunities to increase their engagement with the moomoo platform.
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- Build and maintain relationships with high-value clients through regular and proactive communication.
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- Develop tailored engagement approaches for different client segments based on their needs, behaviours and potential value.
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- Support the retention and long-term development of high-value client relationships.
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Client Engagement & Events nn
- Represent moomoo at client events, seminars, workshops and relevant industry activities.
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- Proactively engage prospective and existing clients during events and convert event interactions into follow-up opportunities.
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- Work closely with the broader team to support client acquisition and engagement initiatives.
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- Be willing and able to travel interstate when required for client meetings, events and business activities.
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Internal Collaboration nn
- Work closely with marketing, operations, product, trading and other internal teams to support client acquisition and conversion.
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- Share client insights, market feedback and common client needs with relevant internal teams.
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- Maintain accurate and timely records of client interactions, opportunities and sales pipeline progress.
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- Contribute ideas to improve client acquisition, conversion and engagement processes.
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Requirements n
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- Tertiary qualification in a relevant discipline, preferably in Business, Commerce, or Finance.
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- 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.
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- Demonstrated ability to proactively develop new business, build a sales pipeline and convert prospective clients.
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- Strong sales mindset with the confidence and persistence to initiate client conversations, follow up opportunities and drive outcomes.
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- Strong interpersonal and communication skills, with the ability to build trust and rapport with clients at all levels.
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- Commercially minded and results-oriented, with a strong focus on client acquisition, asset growth and revenue contribution.
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- Self-motivated with a results-oriented mindset, focused on client satisfaction and business outcomes.
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- Experience working collaboratively in a team environment.
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- Proven ability to manage high-net-worth clients and professionals effectively.
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- Experience with share investing or superannuation is a plus.
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- RG146 qualification to provide general advice
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Benefits n
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- A high degree of autonomy and self-direction, within a friendly, supportive team.
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- Generous contribution to private healthcare and gym membership.
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- Employee Perks Platform.
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- Competitive salary and bonus structure.
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- Support for ongoing education and training.

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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 setting. 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.

📌 Client Development Manager (Sydney)
🏢 moomoo
📍 Sydney