Branch Associate (Investment Brokerage)

MOOMOO FINANCIAL SINGAPORE PTE. LTD.; Singapore; Sur place; SGD 40 000 - 60 000; Plein temps

Avantages offerts par ce poste

Competitive compensation

Insurance coverage

Diverse work environment

Business casual dress

And Much More!

Résumé du poste

MOOMOO FINANCIAL SINGAPORE PTE. LTD. seeks a Branch Associate to deliver exceptional customer service in our physical stores.

You will assist with onboarding, guide clients on moomoo app features, support in‑store marketing initiatives, and collaborate with internal teams to ensure a seamless client experience. This role is ideal for someone aiming to grow in financial services with exposure to retail brokerage and wealth management, requiring 2–3 years of relevant experience and familiarity

Qualifications

• 2–3 years experience in customer service, financial advisory, or retail investment services.
• Knowledge of financial markets, brokerage platforms, and investment products.
• Certifications such as RES5, CM‑EIP, CM‑SIP, M8 and M8A are highly preferred.
• Willingness to work rotating shifts, weekends and public holidays.

Responsabilités

• Client servicing and onboarding: assist walk‑in clients with account opening and platform setup, guide on moomoo app features and basic investment tools.
• Store operations: ensure smooth store operations, uphold compliance checks, and maintain client confidentiality.
• Sales support and KPI execution: assist sales teams with client acquisition and in‑store follow‑ups.
• Marketing and event support: coordinate in‑store events and campaigns, support partner initiatives.
• Team collaboration: work with branch managers and teams, provide feedback to improve processes.

Connaissances

Customer service

Financial markets

Brokerage platforms

CRM systems

Communication skills

Outils

CRM systems

Stock trading platforms

Description du poste

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.

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!

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 elevate 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.

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.
• 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.

Our Values

• Integrity
• Integrity Story: Say No to Super High Leverage
• We hold fast to our value of integrity and attach great importance to user experience and risk management. Unlike some other brokerages, we don’t try to attract users’ attention by claiming to enable super high‑leverage financing for IPO subscriptions, which quickly reaches the limit.
• Efficiency
• Efficiency Story: Promise Made to a User on New Year's Eve
• On February 11, 2021, Chinese New Year's Eve, a user wrote a post in the Community at around 8 AM and received Leaf's reply just 8 minutes later. According to the user's suggestion, we issued a letter to shareholders after releasing our annual report.
• Service
• Service Story: Providing Excellent Services and Undertaking Our Responsibilities

• After Ant Group’s IPO was suspended, we refunded all subscribers’ subscription fees and margin interest, bearing all the costs ourselves.

• Excellence
• Excellence Story: Leaf Opens Our App Over 30 Times a Day
• According to statistics, Leaf opens our app over 30 times a day on average. He repeatedly checks every detail. While normal users might just enter a trading page and stop there, Leaf taps some seemingly boring or repetitive elements on the page. He continually assesses the app’s loading speed and visual effects.

Please note that only short-listed candidates will be contacted.