# Branch Associate (Investment Brokerage)

**Company:** [moomoo](http://jobs.workable.com/companies/rYBPx6Li26wNSnbH8JV4qn.md)
**Location:** Singapore, Singapore
**Workplace:** on site
**Employment type:** Full-time

[Apply for this job](http://jobs.workable.com/view/85336119-b713-439b-bf83-d32bed2baa82)

## Description

Moomoo is more than just a global investment and trading platform—we’re a fast-growing force in the wealth-tech space, committed to transforming the way people invest. Since our founding in 2018, we've rapidly expanded across Singapore, Australia, Japan, Canada, and Malaysia, now empowering over **25 million users worldwide**.

In Singapore, Moomoo Financial Singapore Pte. Ltd. is licensed and regulated by the Monetary Authority of Singapore (Licence No. CMS101000). In 2022, we became the **first digital brokerage** to earn all five SGX Group memberships across the securities and derivatives markets—a testament to our dedication to excellence and innovation.

But what truly sets us apart is our mission: to make investing a viable option for people to achieve their financial goals. We’re here to **level the playing field**—bringing powerful tools, real-time insights, and intuitive technology to empower investors at every stage of their journey.

Joining Moomoo means being part of a purpose-driven team that’s not only reshaping the future of investing, but **building a world where smarter investing is within reach for all**.  If you're excited about driving impact at the intersection of finance and technology, there's never been a better time to join us.

**Branch Associate (Investment Brokerage)**

**Role Overview**

As a Branch 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.

**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.

Please note that only short-listed candidates will be contacted.

## Requirements

**Requirements**

-   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.
-   Holds required certifications (RES5, CM-EIP, CM-SIP, M8 and M8A) is highly preferred for this role.
-   Proficient in English; fluency in Mandarin 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.

## Benefits

**Working at Moomoo, you will get**

-   Be a part of the world’s leading digital brokerage firm where growth and career development opportunities are endless.
-   Enjoy a competitive total compensation package that truly values your skills and contributions.
-   Comprehensive insurance coverage for employees and dependents to provide you a peace of mind
-   Fun loving and diverse work environment that hosts various team-bonding programs and company events
-   Business casual work attire everyday
-   **And Much More!**: Discover even more perks and benefits as we take you through the hiring process!