Premier Client Service Specialist

About Futu US Inc.

Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU).

Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that’s designed to elevate the investment experience.

Here’s a closer look at our key entities:

• Futu Clearing Inc.:
  An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally.
• Moomoo Financial Inc.:
  As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise.
• Moomoo Technology Inc.:
  Offering a data-rich trading platform, we provide unparalleled insights and tools to enhance your trading strategies. Note that this entity is not a licensed broker-dealer.

For deeper insights into our entities and affiliates, explor discover the future of investing with confidence and innovation.

Office

Location:

Dallas, TX or Jersey City, NJ

Moomoo Financial Inc. is seeking a client-focused professional to manage relationships with our high-net-worth clientele. This role sits at the intersection of product expertise, market knowledge, and premium service—you will help clients discover and love what our platform can do, engage them in meaningful conversations about the markets, and provide white-glove support to resolve their challenges.

We are looking for candidates with a strong background in private banking or wealth management, combined with experience in sales and trading. You possess a commercial mindset with the ability to identify client needs, uncover growth opportunities, and deepen relationships in a way that drives measurable business outcomes. You understand how sophisticated investors think, what drives their trading decisions, and how to build lasting relationships through trust, credibility, and responsiveness.

• Manage the full lifecycle of HNW client relationships, proactively engaging with clients to understand their core investment objectives in U.S. and Hong Kong equities.
• Drive client retention and asset growth by identifying at-risk clients, understanding the root cause of their concerns, and presenting tailored solutions to preserve and expand the relationship.
• Engage in goal-oriented conversations to uncover client needs and guide them toward the platform’s products and services that best support their financial goals.
• Proactively monitor client accounts and activity levels; identify signs of dissatisfaction or potential attrition and initiate outreach to address concerns.

• Closely monitor global capital markets and synthesize news, research reports, and market data into clear, actionable investment viewpoints to facilitate high-value conversations with sophisticated clients.
• Follow U.S. and Hong Kong equity markets, macroeconomic trends, and company‑specific news to stay informed on topics that matter to your clients.
• Synthesize market news, research reports, and data into concise, relevant talking points that spark client conversations and demonstrate your understanding of their interests.
• Supply clients with timely market information and platform tools on demand, supporting them in achieving their trading goals.
• Use your understanding of client portfolios and risk appetite to tailor market discussions to individual client needs.
• Serve as a subject matter expert on trading products, including equities, options, and margin, to support complex client inquiries and identify opportunities to deepen client relationships.

• Develop deep, hands‑on proficiency in the Moomoo platform’s features, tools, and trading capabilities.
• Proactively train clients on platform functionality, demonstrating how to use advanced tools to improve their trading efficiency and decision‑making.
• Stay current on product updates and new features; communicate…