Financial Dealer

About moomoo:
moomoo is a next-generation investment and trading platform that empowers global investors through professional-grade, easy-to-use tools, real-time data, and actionable insights. Our mission is to provide an innovative, transparent, and community-driven investment experience for individuals at all levels of trading expertise.

About the Role:
As a Financial Dealer at moomoo, you will play a pivotal role in delivering outstanding service to our clients by executing trades, managing portfolio risk, and supporting a seamless trading experience. This role offers a unique opportunity to work at the intersection of technology and finance in a fast-paced, collaborative environment. You’ll leverage moomoo’s proprietary trading systems, real-time market data, and advanced analytical tools to support our growing client base.

This position is ideal for individuals who are passionate about the financial markets and thrive in a dynamic, innovative, and client-focused setting.

Key Responsibilities:

• Execute client trades (equities and options) via moomoo’s proprietary order management systems with precision and timeliness.
• Ensure all trading activities comply with regulatory requirements and internal policies.
• Provide trade support services, including:
• Monitoring client portfolio risks
• Managing margin calls
• Enforcing trading limits
• Respond to client trading inquiries promptly and professionally, delivering a high standard of service.
• Monitor market trends and provide insights to management on client behavior and financial market developments.
• Maintain and develop relationships with clients, execution brokers, and technology partners.
• Collaborate with internal teams to resolve operational or trade-related issues efficiently.
• Work with Product and Business teams on process improvements and platform enhancements.
• Maintain accurate and comprehensive trade and communication records.
• Ensure ongoing compliance with departmental procedures and financial regulations.
• Be prepared to work occasional night shifts as required.
• Perform other ad-hoc duties and projects as assigned.

• Bachelor's degree in finance, economics, or a related field.
• Minimum of 2 years of experience in financial services or trading roles.
• Strong understanding of financial markets, trading strategies, and investment products.
• Ability to analyze and interpret financial data and market trends effectively.
• Excellent communication and interpersonal skills to build rapport with clients.
• Proficiency in using trading platforms and financial software.
• Strong attention to detail and ability to work under pressure in a fast-paced environment.