Retail Store Associate / Branch Officer (Investment / Trading / Retail hours)

TRUST RECRUIT PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A recruitment agency in Singapore is looking for a Retail Associate who will attend to walk-in customers, assist with onboarding processes, and educate clients on investment opportunities. Candidates should have 2-3 years of experience in customer service or retail investment services and be flexible to work on weekends. The position emphasizes problem-solving and familiarity with digital platforms.

Qualifications

• 2-3 years of experience in customer service or retail investment services.
• Familiarity with financial markets and investment products.
• Proactive and dedicated to user experience.

Responsibilities

• Welcome and attend to walk-in customers.
• Assist with documentation and compliance checks.
• Educate clients on market opportunities.

Skills

Customer service

Problem-solving

Familiarity with compliance

Tech-savvy

Flexibility

Tools

CRM systems

Job description

Responsibilities (Retail Associate)

• 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 elevate 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

Requirements

• 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
• Flexibility to work on weekends, public holidays, and shifts.

HOW TO APPLY

Interested applicants, kindly send your resume in MS WORD format or please click on “Apply Now”.

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: Lee Jun Siong (Johnson)

EA Personnel Reg No: R24120242