Retail Store Associate (Investment Brokerage)

moomoo; Kuala Lumpur; On-site; MYR 24,000 - 36,000; Full time

Job summary

moomoo is seeking a Retail Store Associate to enhance customer experience in its Kuala Lumpur stores. The role involves client onboarding, store operations, driving sales support, and event coordination. Ideal candidates will have experience in customer service and knowledge of financial markets, with opportunities for growth in the financial services sector.

Qualifications

• 2-3 years of experience in customer service, financial advisory, or retail investment services.
• Knowledge of financial markets and investment products.
• Proficient in Malay; fluency in Mandarin or English is a plus.

Responsibilities

• Support walk-in clients with account opening and platform setup.
• Ensure the store operates smoothly and complies with company standards.
• Help coordinate in-store events and client engagement sessions.

Skills

Customer service

Communication

Problem-solving

Detail-oriented

Tech-savvy

Education

CSMRL license holder (preferred)

Registration as a Unit Trust Consultant (preferred)

Job description

Role Overview

As a Retail Store 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.

Key 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.

• 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.
• CSMRL license holder and registration as a Unit Trust Consultant (UTC) are preferred for this role; however, the company will sponsor you to obtain the licenses whenever its needed.
• Proficient in Malay; fluency in Mandarin or English 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.