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Retail Store Associate (Investment Brokerage)

Early Applicant
  • Posted 5 months ago
  • Be among the first 10 applicants

Job Description


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
  • Proficient in Malay; Mandarin or English is a plus
  • 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

More Info

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About Company

Job ID: 141427863

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Malaysia, Kuala Lumpur

Skills:

Financial Advisorybrokerage platformsretail experienceinvestment productsUnit Trust Consultant UTC registrationCSMRL licenseFinancial Marketscustomer service

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