Retail Associate/ Investment/ Shift Hours

TRUST RECRUIT PTE. LTD.; Singapore; Sur place; SGD 42 000 - 62 000; Plein temps

Résumé du poste

Trust Recruit Pte Ltd in Singapore invites applications for a client-focused role supporting walk-in clients, onboarding accounts, and guiding app features. You will also handle inquiries and educate clients on opportunities while ensuring compliance and confidentiality.

The role covers store operations, marketing/event support, and collaboration with branch managers. Willingness to rotate shifts, including weekends/holidays, and CRM proficiency are required.

Qualifications

• 2–3 years of experience in customer service, financial advisory, or retail investment services.
• Knowledge of financial markets, brokerage platforms, and investment products.
• Familiarity with compliance and documentation requirements in the financial sector.
• Certifications (RES5, CM-EIP, CM-SIP, M8 and M8A) are highly preferred.
• Willingness to work rotating shifts, weekends, and public holidays.
• Tech-savvy with CRM systems.
• Customer-first mindset with proactive problem-solving.

Responsabilités

• Support walk-in clients with account opening and platform setup.
• Provide guidance on app features and basic investment tools.
• Handle basic client inquiries and escalate complex cases.
• Educate clients on market opportunities and platform offerings.
• Ensure store operates smoothly and complies with company standards.
• Assist with documentation, compliance checks, and backend onboarding processes.
• Maintain client confidentiality and adhere to local regulations.
• Support sales teams in achieving client acquisition and KPIs.
• Assist with in-store lead follow-ups, appointments, and events.
• Participate in cross-selling investment products based on client needs.

Connaissances

Customer service

Financial advisory

Retail investment services

Description du poste

Responsibilities

Client Servicing & Onboarding

• Support walk-in clients with account opening and platform setup.
• Provide guidance on the app features and basic investment tools.
• Handle basic client inquiries and elevate complex cases to relevant teams.
• Educate clients on market opportunities and 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.

Requirements

• 2–3 years of experience in customer service, financial advisory, or retail investment services.
• Knowledge of financial markets, brokerage platforms, and investment products.
• 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.
• 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.

We regret only shortlisted candidates will be notified.

Important Note: Trust Recruit Pte Ltd is committed to safeguarding your personal data in accordance with the Personal Data Protection Act (PDPA).

Please read our privacy statement on our corporate website www.trustrecruit.com.sg.

Trust Recruit Pte Ltd

EA License No: 19C9950

EA Personnel: Vivian Chung Fhui Tiin (K)

EA Personnel Reg No: R22106436