Senior Retail Store Associate (Investment Brokerage) - Penang Outlet
Full-time
Senior Executive
2 weeks ago
Role OverviewAs a Retail Store Associate at Moomoo Malaysia, you will play a vital frontline role in delivering exceptional customer service and suppo.....
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.
- 3 - 5 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.
We offer a comprehensive and holistic work experience and package as follows:
- Basic Salary + Shift allowance
- Monthly KPI Incentive
- 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.
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