Branch Associate - Investment Brokerage

Company Overview

Moomoo is a rapidly expanding global investment and trading platform dedicated to revolutionizing investment accessibility. Founded in 2018, we have grown our presence across Singapore, Australia, Japan, Canada, and Malaysia, empowering over 25 million users globally. Our Singapore subsidiary, Moomoo Financial Singapore Pte. Ltd., holds a license regulated by the Monetary Authority of Singapore and is notable for being the first digital brokerage with full SGX Group memberships.

Position Summary

The Branch Associate will be central in providing outstanding front-line customer service and ensuring smooth operations at our physical stores. The role involves onboarding customers, educating them on our platform features, supporting sales and marketing initiatives, and collaborating internally to enhance client experiences. This role is well-suited for those seeking growth within the financial services and wealth management areas.

Key Responsibilities

• Assist walk-in clients with account creation and platform configuration.
• Provide basic tutorials and demonstrations of the moomoo app and investment tools.
• Address routine client queries and escalate complex issues appropriately.
• Inform clients about market trends and our platform's offerings.
• Maintain operational efficiency and compliance within the store environment.
• Support backend processes including documentation and regulatory verifications.
• Safeguard client privacy and comply with financial regulations.
• Collaborate with sales teams to help meet customer acquisition targets and KPIs.
• Manage lead follow-ups, appointment scheduling, and support event activities.
• Facilitate cross-selling of investment services when relevant.
• Coordinate and support in-store marketing events, workshops, and community engagements.
• Work alongside branch leadership on operational and strategic initiatives.
• Contribute feedback to refine service delivery and customer satisfaction.
• Engage in team meetings and ongoing training programs.

Required Qualifications

• 2-3 years of experience in customer service, financial advisory, or retail investment industries.
• Understanding of financial markets, brokerage platforms, and investment products.
• Excellent verbal and written communication skills with strong interpersonal aptitude.
• Attention to detail, well-organized, and capable of handling multiple tasks efficiently.
• Knowledge of financial compliance and document handling.
• Preferred certifications include RES5, CM-EIP, CM-SIP, M8, and M8A.
• Fluency in English required; Mandarin language skills advantageous.
• Willingness to work rotating shifts, including weekends and public holidays.
• Comfortable with technology and adept at digital platforms and CRM software.
• A proactive mindset focused on customer satisfaction and issue resolution.

Employee Benefits

• Join a top-tier digital brokerage with extensive prospects for advancement and career development.
• Receive a competitive compensation package reflecting your expertise and input.
• Comprehensive insurance coverage for employees and their family members.
• Experience a dynamic and inclusive workplace culture with team-building activities and company events.
• Enjoy a business casual dress code every day.
• Additional perks and benefits unveiled through the recruitment process.