Branch Associate (Investment Brokerage)

moomoo; Singapore; On-site; SGD 42,000 - 60,000; Full time

Benefits offered by this job

Insurance coverage for employees and/y

Business casual attire

Team bonding events

Career development opportunities

Job summary

Moomoo is seeking a Branch Associate (Investment Brokerage) in Singapore to deliver frontline customer service, onboarding, and guidance on the moomoo app while supporting in-store operations and marketing initiatives.

You will work with the branch to ensure regulatory compliance, assist in lead generation, and participate in client engagement events, gaining exposure to retail brokerage and wealth management.

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 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.

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.
• 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.

Skills

Customer service

Financial advisory

Financial markets knowledge

Communication skills

Multitasking

Compliance knowledge

CRM systems

Mandarin language

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 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.

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.

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!