Role Overview

As a Retail Store Associate at Moomoo Malaysia, 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.

Key Responsibilities

Assist walk-in clients with account opening, platform setup, and app guidance
Handle inquiries and escalate complex cases
Educate clients on investment tools and platform features
Support daily operations and compliance checks
Manage documentation and backend onboarding
Ensure client data confidentiality
Help sales team with client acquisition and KPIs
Follow up with leads, set appointments, and assist in in-store events
Provide on-site support for marketing campaigns
Help promote brand and community engagement activities

Requirements

3 - 5 years experience in customer service, financial advisory, or retail experience would be added advantage.
Basic knowledge of financial markets, investment products, and brokerage platforms would be added advantage
Good communication and interpersonal skills
Passing an internal financial products e-learning assessment during the probation period is mandatory (training provided)
Proficient in Malay; Mandarin or English is a plus
Bumiputera candidates are encouraged to apply.
Willing to work rotating shifts, weekends, and public holidays
CSMRL license and Unit Trust Consultant (UTC) registration preferred (company can sponsor if needed)
Strong customer-first mindset with a proactive attitude

Benefits

We offer a comprehensive and holistic work experience and package as follows:

Basic Salary + Shift allowance
Monthly KPI Incentive + Monthly Travel Allowance
Yearly dental, optical & health check allowances
Convenient Access to Public Transport
Career Development Opportunities in the Financial Services Industry
Company Team Building & Bonding Activities
Free-Flow Pantry Snacks & Drinks
Dynamic, Multinational Working Environment

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

Senior Retail Store Associate (Investment Brokerage) - Penang Outlet