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moomoo

Global investing platform offering data tools

Branch Associate - Investment Brokerage

Customer SupportConfirmed live in the last 24 hours
Full-timeSingaporeNo salary listedIn-person

About the Job

Requirements

  • Two to three years of experience in customer service, financial advisory, or retail investment services.
  • Knowledge of financial markets, brokerage platforms, and investment products.
  • Strong verbal and written communication skills.
  • Attention to detail, organization, and ability to multitask.
  • Familiarity with financial-sector compliance and documentation requirements.
  • Required certifications RES5, CM-EIP, CM-SIP, M8, and M8A are highly preferred.
  • Proficiency in English; Mandarin fluency is a plus.
  • Willingness to work rotating shifts, weekends, and public holidays.
  • Technology proficiency and comfort with digital platforms and customer relationship management systems.
  • Customer-first approach and proactive problem-solving.

Responsibilities

  • Support walk-in clients with account opening and platform setup.
  • Guide clients on moomoo app features and basic investment tools.
  • Handle basic client inquiries and escalate complex cases to relevant teams.
  • Educate clients about market opportunities and the platform's offerings.
  • Ensure smooth store operations and compliance with company standards.
  • Assist with documentation, compliance checks, and backend onboarding processes.
  • Maintain client confidentiality and adhere to local financial regulations.
  • Support sales teams in achieving client acquisition goals and relevant key performance indicators.
  • Assist with in-store lead follow-ups, appointments, and event-related activities.
  • Participate in cross-selling investment products based on client needs, where applicable.
  • Help coordinate in-store events, workshops, and client engagement sessions.
  • Provide on-site support during marketing campaigns and roadshows.
  • Assist in promoting brand partnerships and community engagement efforts.
  • Work 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.

Desired Qualifications

  • Mandarin fluency is a plus.
  • RES5, CM-EIP, CM-SIP, M8, and M8A certifications are highly preferred.

About the Company

moomoo

Global investing platform offering data tools

Moomoo is a global investing platform that provides stocks, ETFs, options, and crypto with real-time market data and a set of trading tools. It helps users make informed decisions by offering features like real-time quotes, technical analysis tools, and in-depth order book data all in one place. Its products are designed to be easy for beginners while powerful enough for experienced traders, combining accessible data with advanced analytics to support a wide range of investment strategies. Compared to other platforms, moomoo stands out by offering a broad mix of assets across markets and a comprehensive toolkit in one place, focusing on both user-friendliness and depth of analysis. The company’s goal is to help global investors grow their financial potential over time, empowering people at all levels of experience to pursue their investment journey.

Company size
51-200
Company stage
Not listed
Total funding
Not listed
Headquarters
Palo Alto, CA
Founded
2018

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