Sdr | Fintech | Sydney

Bluebird; Sydney; On-site; AUD 55,000 - 75,000; Full time

Job summary

Moomoo in Sydney seeks a Sales Consultant to welcome clients, guide them through the platform, and ensure a smooth investing experience. You’ll handle account openings, provide platform demos, and support store operations in a fast-growing wealth-tech environment.

The role emphasizes customer-first service, basic financial market knowledge, and strong communication skills to engage with clients and meet KPIs.

Qualifications

• 1–2 years’ experience in customer service, preferable financial advice, or retail investment services.
• Basic knowledge of financial markets and trading platforms.
• Native English speaker with strong communication skills.
• Willing to work rotating shifts, including weekends and holidays.
• Tech-savvy and keen to learn new digital tools.

Responsibilities

• Assist walk-in clients with account opening and platform setup.
• Guide clients through the moomoo app’s features and basic investment tools.
• Address client inquiries, resolving straightforward matters and escalating complex cases as needed.
• Educate clients on market opportunities and moomoo’s platform offerings.
• Ensure smooth daily store operations in line with company standards.
• Support documentation, compliance checks, and back-end onboarding processes.
• Safeguard client confidentiality and comply with all local financial regulations.
• Assist sales teams in achieving client acquisition goals and other KPIs.
• Follow up on in-store leads, schedule client appointments, and support event-related activities.
• Contribute to cross-selling investment products and services based on client needs.

Skills

Customer service

Communication

English proficiency

Organization

Job description

Join Moomoo as a Sales Consultant

Ready to change the way Australians invest? At Moomoo, you're not just joining a leading global investment platform; you’re becoming part of a lively, purpose-driven team that believes smarter investing should be accessible to all. With more than 27 million users worldwide and a strong local presence, we're shaking up wealth-tech, and we want you on our journey!

What You’ll Do

As our Sales Consultant in Sydney, you’ll be the friendly face that welcomes clients into our experiential store—helping them get started, guiding them through our platform, and making sure their investing experience is smooth and enjoyable. If connecting with people and making financial concepts simple sounds exciting, this is your chance to shine in a fast-growing industry.

Your Day-to-Day

• Assist walk-in clients with account opening and platform setup.
• Guide clients through the moomoo app’s features and basic investment tools.
• Address client inquiries, resolving straightforward matters and escalating complex cases as needed.
• Educate clients on market opportunities and moomoo’s platform offerings.
• Ensure smooth daily store operations in line with company standards.
• Support documentation, compliance checks, and back-end onboarding processes.
• Safeguard client confidentiality and comply with all local financial regulations.
• Maintain the validity of your personal RG146 license in line with regulatory requirements.
• Assist sales teams in achieving client acquisition goals and other KPIs.
• Follow up on in-store leads, schedule client appointments, and support event-related activities.
• Contribute to cross-selling investment products and services based on client needs (where applicable).
• Coordinate and support in-store events, workshops, and client engagement sessions.
• Assist with marketing campaigns, roadshows, and community engagement activities.
• Help promote strategic brand partnerships through store-level initiatives.
• Work closely with branch managers and colleagues to ensure seamless daily operations.
• Share feedback to improve service workflows and overall customer experience.
• Participate actively in team meetings, training, and professional development programs.
• Demonstrate commitment to maintaining RG146 compliance and ongoing professional development.

Requirements

• 1–2 years’ experience in customer service, preferable financial advice, or retail investment services
• Basic knowledge of financial markets and trading platforms
• People-focused: great communicator (Native English speaker)
• Organised, detail-oriented, and comfortable with multitasking
• Willing to work rotating shifts, including weekends and holidays
• Tech-savvy and keen to learn new digital tools
• Customer-first problem solver who’s always