Retail Store Associate (Investment Brokerage)

Role Overview

As a Retail Store 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.

Key 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.

• 2–3 years of experience in customer service, financial advisory, or retail investment services.
• Knowledge of financial markets, brokerage platforms, and investment products.
• Strong interpersonal and communication skills, both verbal and written.
• Detail-oriented, organized, and comfortable with multitasking.
• Familiarity with compliance and documentation requirements in the financial sector.
• CSMRL license holder and registration as a Unit Trust Consultant (UTC) are preferred for this role; however, the company will sponsor you to obtain the licenses whenever its needed.
• Proficient in Malay; fluency in Mandarin or English is a plus.
• Willingness to work rotating shifts, weekends, and public holidays.
• Tech-savvy and comfortable with digital platforms and CRM systems.
• Customer-first mindset with a proactive approach to problem-solving.