HiringCafe
Posted 10mo ago

Branch Associate (Investment Brokerage)

@ Futu Holdings
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Singapore, Singapore, Singapore
OnsiteFull Time
Responsibilities:Client onboarding, Store operations, Sales support
Requirements Summary:2-3 years in customer service/financial advisory; knowledge of markets, platforms and products; strong communication; detail-oriented; compliance familiarity; certifications RES5, CM-EIP, CM-SIP, M8, M8A preferred; English required, Mandarin a plus; rotating shifts; CRM proficiency; customer-focused.
Technical Tools Mentioned:CRM, Brokerage Platforms, Financial Software, Moomoo App
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Job Description

Moomoo is more than just a global investment and trading platform—we’re a fast-growing force in the wealth-tech space, committed to transforming the way people invest. Since our founding in 2018, we've rapidly expanded across Singapore, Australia, Japan, Canada, and Malaysia, now empowering over 25 million users worldwide.

In Singapore, Moomoo Financial Singapore Pte. Ltd. is licensed and regulated by the Monetary Authority of Singapore (Licence No. CMS101000). In 2022, we became the first digital brokerage to earn all five SGX Group memberships across the securities and derivatives markets—a testament to our dedication to excellence and innovation.

But what truly sets us apart is our mission: to make investing a viable option for people to achieve their financial goals. We’re here to level the playing field—bringing powerful tools, real-time insights, and intuitive technology to empower investors at every stage of their journey.

Joining Moomoo means being part of a purpose-driven team that’s not only reshaping the future of investing, but building a world where smarter investing is within reach for all.  If you're excited about driving impact at the intersection of finance and technology, there's never been a better time to join us.

Branch Associate (Investment Brokerage)

Role Overview

As a Branch Associate at moomoo, you will play a vital frontline role in delivering exceptional customer service and supporting the day-to-day operations of our physical experiential stores. You’ll assist in customer onboarding, provide basic product and platform guidance, support in-store marketing initiatives, and collaborate with internal teams to ensure a seamless client experience. This role is ideal for someone looking to grow in the financial services sector with exposure to retail brokerage and wealth management.

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 escalate 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 (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.

 

 

Please note that only short-listed candidates will be contacted.