Premier Client Service Specialist (Bilingual)

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, explore futuclearing.com or moomoo.com/us to discover the future of investing with confidence and innovation. Premier Client Service Specialist (Bilingual) Office Location: Dallas, TX or Jersey City, NJ About the Team & Role: 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. What You'll Do: 1. High-Net-Worth Client Deepening & Retention 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. 2. Market Expertise & Trading Support Closely monitor…