Branch Associate, Wealth Tech & Client Onboarding

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 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.