Retail Store Associate (Investment Brokerage)

moomoo; Kuala Lumpur; On-site; MYR 48,000 - 60,000; Full time

Job summary

A financial services firm in Kuala Lumpur is seeking a Retail Store Associate to provide exceptional customer service in a dynamic environment. The ideal candidate will assist clients with account openings and platform guidance while supporting daily operations. A strong customer-first mindset along with experience in customer service or retail is required. This position offers a comprehensive benefits package, including bonuses and incentives, and encourages growth in the financial services sector.

Benefits

13 months salary

Variable bonus

KPI incentive

Nearby public transport

Qualifications

• 2–3 years of experience in customer service, financial advisory, or retail.
• Basic knowledge of financial markets, investment products, and brokerage platforms is an advantage.
• Willingness to work rotating shifts, weekends, and public holidays.

Responsibilities

• Assist walk-in clients with account opening and platform setup.
• Handle inquiries and complex cases.
• Educate clients on investment tools and features.
• Support daily operations and compliance checks.
• Manage documentation and onboarding.

Skills

Customer service experience

Knowledge of financial markets

Communication skills

Interpersonal skills

Proficiency in Malay

Knowledge of brokerage platforms

Job description

Role Overview

As a Retail Store Associate at Moomoo Malaysia, 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

• Assist walk-in clients with account opening, platform setup, and app guidance.
• Handle inquiries and escape complex cases.
• Educate clients on investment tools and platform features.
• Support daily operations and compliance checks.
• Manage documentation and backend onboarding.
• Ensure client data confidentiality.
• Help sales team with client acquisition and KPIs.
• Follow up with leads, set appointments, and assist in in-store events.
• Provide on-site support for marketing campaigns.
• Help promote brand and community engagement activities.

• 2–3 years’ experience in customer service, financial advisory, or retail experience would be added advantage.
• Basic knowledge of financial markets, investment products, and brokerage platforms would be added advantage.
• Good communication and interpersonal skills.
• Proficient in Malay; Mandarin or English is a plus.
• Willing to work rotating shifts, weekends, and public holidays.
• CSMRL license and Unit Trust Consultant (UTC) registration preferred (company can sponsor if needed).
• Strong customer-first mindset with a proactive attitude.

• 5 working days in a week
• 13 months salary (Contractual bonus)
• Variable Bonus
• KPI incentive (twice a year)
• Nearby public transport