Branch Associate (Investment Brokerage)

Moomoo SG; Singapore; On-site; SGD 36,000 - 54,000; Full time

Benefits offered by this job

Insurance coverage for employees

Career development opportunities

Business casual environment

Team bonding events

Rotating shifts support

Job summary

Moomoo is hiring a Branch Associate to deliver frontline customer service and support day-to-day operations of our physical experiential stores in Singapore.

You will assist with client onboarding, provide guidance on moomoo app features, and collaborate with internal teams to ensure a seamless client experience for retail brokerage and wealth management services.

Qualifications

• 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 able to multitask.
• Familiarity with compliance and documentation in the financial sector.

Responsibilities

• Client Servicing & Onboarding: Support walk-in clients with account opening and platform setup; provide guidance on app features; handle inquiries; educate on market opportunities.
• Store Operations: Ensure store operates smoothly; assist with documentation, compliance checks, and onboarding processes; maintain client confidentiality and adhere to regulations.
• Sales Support & Target Execution: Support sales teams in client acquisition and KPIs; assist with lead follow-ups and events; assist in cross-selling investment products.
• Marketing & Event Support: Coordinate in-store events, workshops, and client engagement; support campaigns and roadshows; promote brand partnerships.
• Team Collaboration: Work with branch managers on daily operations; provide feedback to improve workflows; participate in meetings and training.

Skills

Customer service

Financial advisory

Retail investment services

Interpersonal skills

Communication

Compliance knowledge

Education

RES5 certification

CM-EIP

CM-SIP

M8

M8A

Tools

CRM systems

Job description

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.

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 escalated 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

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

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
• Proficient in English; fluency in Mandarin 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

Benefits

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!