Investment Platform Sales & Onboarding Specialist

TRUST RECRUIT PTE. LTD.; Singapore; On-site; SGD 36,000 - 58,000; Full time

Job summary

TRUST RECRUIT PTE. LTD. invites applications for a customer service role supporting financial advisory and retail investment services. You will welcome walk-in clients, assist with onboarding on the investment platform, and handle basic inquiries.

The role requires familiarity with financial markets, strong focus on user experience, and collaboration with sales, compliance, and branch teams. Shift work, weekends, and public holidays are required.

Qualifications

• 2–3 years of experience in customer service, financial advisory, or retail investment services.
• Familiarity with financial markets, brokerage platforms, and investment products.
• Proactive in problem-solving and dedicated to user experience.
• Familiarity with compliance and documentation requirements in the financial sector.
• Tech-savvy and comfortable with digital platforms and CRM systems.
• Willingness to work rotating shifts, weekends, and public holidays.

Responsibilities

• Welcome and attend to walk-in customers, assist them with the onboarding process investment platform.
• Provide basic guidance on products and platform features.
• Assist with documentation, compliance checks, and backend onboarding processes.
• Handle basic client inquiries and escalate complex cases to relevant teams.
• Educate clients on market opportunities and platform offerings.
• Support sales teams in achieving client acquisition and relevant KPIs.
• Provide on-site support during marketing campaigns and roadshows.
• Assist in promoting strategic brand partnerships and community engagement efforts.
• Work closely with branch managers and team members on daily operations and special initiatives.
• Provide feedback to improve service workflows and customer experience.

Skills

Customer service

Financial markets

CRM systems

Problem solving

Compliance awareness

Shift work

Tools

CRM Software

Job description

TRUST RECRUIT PTE. LTD. invites applications for a customer service role supporting financial advisory and retail investment services. You will welcome walk-in clients, assist with onboarding on the investment platform, and handle basic inquiries.

The role requires familiarity with financial markets, strong focus on user experience, and collaboration with sales, compliance, and branch teams. Shift work, weekends, and public holidays are required.