Role Overview
The Branch Manager is responsible for the overall success and smooth operations of a moomoo physical investment store. This leadership role combines strategic business development, operational excellence, and team management to drive customer acquisition, enhance client relationships, and ensure compliance with local financial regulations. As the face of the moomoo brand in-store, the Branch Manager plays a critical role in delivering a premium customer experience and expanding our offline presence.
Key Responsibilities
Business Strategy & KPI Ownership
- Take full ownership of branch KPIs.
- Drive local business strategy to meet financial, operational, and growth targets.
- Adapt quickly to market conditions and regulatory changes.
Operations & Compliance
- Oversee and optimize daily operations, ensuring efficiency and strict compliance with financial industry regulations.
- Improve in-store workflows and service delivery standards.
- Coordinate with legal and compliance teams to ensure branch operations align with internal and regulatory requirements.
Client Relationship Management
- Lead the team in building and maintaining strong, trust-based relationships with clients.
- Resolve client issues efficiently with a focus on in-person service excellence.
- Organize client engagement events and investment education sessions to enhance retention and upselling opportunities.
Team Leadership & Development
- Recruit, train, and manage high-performing sales and support teams.
- Foster a results-driven and positive workplace culture.
- Design and implement systematic training programs for compliance, product knowledge, and client servicing.
Performance Monitoring & Analysis
- Track branch KPIs such as client growth, sales performance, and customer satisfaction.
- Generate actionable insights from performance metrics and market trends.
- Collaborate cross-functionally (marketing, product, tech) to refine go-to-market strategies.
Marketing & Community Engagement
- Support and lead in-store promotional events, workshops, and roadshows.
- Partner with marketing teams on brand positioning and customer outreach.
- Represent moomoo in cross-brand collaborations to attract high-net-worth individuals (HNWIs) and strategic partners.
- 5–8 years of experience in financial services, including retail brokerage, wealth management, or in-store financial sales or someone with regular investment habit is highly preferred
- Proven experience managing physical store operations and frontline teams.
- Strong leadership skills with the ability to motivate and guide teams toward performance goals.
- Deep understanding of financial markets, trading platforms, and investment products.
- Knowledge of compliance requirements relevant to the country of operation.
- Native-level proficiency in Malay.
- Business-level proficiency in a second language (Mandarin and English is a plus).
- Willingness to work shifts, including weekends and public holidays.
- Experience working in high-growth or start-up environments.
- Exposure to global teams and multicultural settings.
- Project management and problem-solving skills.
- Demonstrated ability to drive cross-departmental initiatives.
Why Join Us?
Be part of a fast-growing fintech with global ambitions and the stability of a well-capitalized parent company.
Enjoy autonomy and ownership in driving local branch success.
Collaborate in a multilingual, innovative, and dynamic work environment.