Branch Associate (Investment Brokerage)

Moomoo is more than just a global investment and trading platform—we're a fast-growing force in the wealth-tech space, committed to transforming the way people invest. Since our founding in 2018, we've rapidly expanded across Singapore, Australia, Japan, Canada, and Malaysia, now empowering over 25 million users worldwide.In Singapore, Moomoo Financial Singapore Pte. Ltd. is licensed and regulated by the Monetary Authority of Singapore (Licence No. CMS101000). In 2022, we became the first digital brokerage to earn all five SGX Group memberships across the securities and derivatives markets—a testament to our dedication to excellence and innovation.But what truly sets us apart is our mission: to make investing a viable option for people to achieve their financial goals. We're here to level the playing field—bringing powerful tools, real-time insights, and intuitive technology to empower investors at every stage of their journey. Joining Moomoo means being part of a purpose-driven team that's not only reshaping the future of investing, but building a world where smarter investing is within reach for all.  If you're excited about driving impact at the intersection of finance and technology, there's never been a better time to join us.Branch Associate (Investment Brokerage)Role OverviewAs a Branch Associate at moomoo, you will play a vital frontline role in delivering exceptional customer service and supporting the day-to-day operations of our physical experiential stores. You'll assist in customer onboarding, provide basic product and platform guidance, support in-store marketing initiatives, and collaborate with internal teams to ensure a seamless client experience. This role is ideal for someone looking to grow in the financial services sector with exposure to retail brokerage and wealth management.ResponsibilitiesClient Servicing & OnboardingSupport walk-in clients with account opening and platform setupProvide guidance on the moomoo app features and basic investment toolsHandle basic client inquiries and escalate complex cases to relevant teamsEducate clients on market opportunities and moomoo's platform offeringsStore OperationsEnsure the store operates smoothly and complies with company standardsAssist with documentation, compliance checks, and backend onboarding processesMaintain client confidentiality and adhere to all local financial regulationsSales Support & Target ExecutionSupport sales teams in achieving client acquisition and relevant KPIsAssist with in-store lead follow-ups, appointments, and event-related activitiesParticipate in cross-selling investment products based on client needs (if applicable)Marketing & Event SupportHelp coordinate in-store events, workshops, and client engagement sessionsProvide on-site support during marketing campaigns and roadshowsAssist in promoting strategic brand partnerships and community engagement effortsTeam CollaborationWork closely with branch managers and team members on daily operations and special initiativesProvide feedback to improve service workflows and customer experienceParticipate in team meetings and internal training sessions  Please note that only short-listed candidates will be contacted.RequirementsRequirements 2-3 years of experience in customer service, financial advisory, or retail investment services Knowledge of financial markets, brokerage platforms, and investment products Strong interpersonal and communication skills, both verbal and written Detail-oriented, organized, and comfortable with multitasking Familiarity with compliance and documentation requirements in the financial sector Holds required certifications (RES5, CM-EIP, CM-SIP, M8 and M8A) is highly preferred for this role Proficient in English; fluency in Mandarin is a plus Willingness to work rotating shifts, weekends, and public holidays Tech-savvy and comfortable with digital platforms and CRM systems Customer-first mindset with a proactive approach to problem-solving BenefitsWorking at Moomoo, you will get Be a part of the world's leading digital brokerage firm where growth and career development opportunities are endless Enjoy a competitive total compensation package that truly values your skills and contributions Comprehensive insurance coverage for employees and dependents to provide you a peace of mind Fun loving and diverse work environment that hosts various team-bonding programs and company events Business casual work attire everyday And Much More!: Discover even more perks and benefits as we take you through the hiring process!