Investment & Wealth Services Branch Associate

TRUST RECRUIT PTE. LTD.; Singapore; On-site; SGD 39,000 - 58,000; Full time

Job summary

Trust Recruit Pte. Ltd. operates branch-style retail financial services environments and seeks a Branch Associate to deliver frontline customer service, onboard clients, and guide them through basic platform features.

The role supports in-store marketing initiatives and collaborates with internal teams to ensure a seamless client experience. You will assist with account openings, provide guidance on investment tools, and help achieve sales KPIs while adhering to regulatory requirements and data

Qualifications

• 2-3 years of experience in customer service or financial services.
• Knowledge of financial markets and investment products.
• Strong interpersonal and communication skills.

Responsibilities

• Support walk-in clients with account opening and platform setup.
• Educate clients on market opportunities and platform offerings.
• Assist with in-store events, appointments, and lead follow-ups.
• Collaborate with branch managers to ensure smooth daily operations.
• Maintain client confidentiality and comply with financial regulations.

Skills

Customer service

Financial advisory

Retail investment

Interpersonal skills

Communication

Tools

CRM systems

Brokerage platforms

Job description

Trust Recruit Pte. Ltd. operates branch-style retail financial services environments and seeks a Branch Associate to deliver frontline customer service, onboard clients, and guide them through basic platform features.

The role supports in-store marketing initiatives and collaborates with internal teams to ensure a seamless client experience. You will assist with account openings, provide guidance on investment tools, and help achieve sales KPIs while adhering to regulatory requirements and data