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
- 2-3 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
- 5 working days in a week
- 13 months salary (Contractual bonus)
- Variable Bonus
- KPI incentive (twice a year)
- Nearby public transport
