Retail Store Associate (Investment Brokerage)

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