active · Approximate location
Retail Store Associate (Investment Brokerage)
full timeKuala Lumpur, Federal Territory of Kuala Lumpur, MalaysiaPosted today
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AT A GLANCE
RetailFull TimeDays, Weekends, Rotating
Preferred
- 2+ years experience
- People Leadership
- Sales
- Customer Service
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
About the role
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
• Fresh graduated are encouraged to apply. Candidates with 1 -2 years’ experience in customer service, financial advisory, or retail experience would be added advantage.
• The working location for this role will rotate between three locations: KL Eco City, Pavilion Bukit Jalil, and One Utama, depending on business and operational needs.
• 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
We offer a comprehensive and holistic work experience and package as follows:
• Basic Salary + Shift allowance
• Monthly KPI Incentive + Monthly Travel Allowance
• Yearly dental, optical & health check allowances
• Convenient Access to Public Transport
• Career Development Opportunities in the Financial Services Industry
• Company Team Building & Bonding Activities
• Free-Flow Pantry Snacks & Drinks
• Dynamic, Multinational Working Environment
Please note that only short-listed candidates will be contacted. Thank you.
Benefits
- Dental
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