Client Development Manager (Sydney)

Client Development Manager (Sydney)

21 Oct
|
Moomoo ANZ
|
Sydney

21 Oct

Moomoo ANZ

Sydney

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.
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
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
Robust 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 **** and ****.
Our local operation is highly connected to our global presence across eight world markets.
#J-*****-Ljbffr

📌 Client Development Manager (Sydney)
🏢 Moomoo ANZ
📍 Sydney

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