Branch Associate (Investment Brokerage)

Job description

# Branch Associate (Investment Brokerage) > moomoo · Singapore, Singapore · Full-time · Posted 2025-06-20 **Workplace:** on_site ## Description 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 Overview** As 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. **Responsibilities** - **Client Servicing & Onboarding** - Support walk-in clients with account opening and platform setup. - Provide guidance on the moomoo app features and basic investment tools. - Handle basic client inquiries and escalate complex cases to relevant teams. - Educate clients on market opportunities and moomoo’s platform offerings. - **Store Operations** - Ensure the store operates smoothly and complies with company standards. - Assist with documentation, compliance checks, and backend onboarding processes. - Maintain client confidentiality and adhere to all local financial regulations. - **Sales Support & Target Execution** - Support sales teams in achieving client acquisition and relevant KPIs. - Assist with in-store lead follow-ups, appointments, and event-related activities. - Participate in cross-selling investment products based on client needs (if applicable). - **Marketing & Event Support** - Help coordinate in-store events, workshops, and client engagement sessions. - Provide on-site support during marketing campaigns and roadshows. - Assist in promoting strategic brand partnerships and community engagement efforts. - **Team Collaboration** - Work closely with branch managers and team members on daily operations and special initiatives. - Provide feedback to improve service workflows and customer experience. - Participate in team meetings and internal training sessions. Please note that only short-listed candidates will be contacted. ## Requirements **Requirements** - 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. ## Benefits **Working 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! ## Apply [Apply at moomoo](https://apply.workable.com/moomoo/j/97EE11CEDE/apply) --- Powered by [Workable](https://www.workable.com)