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Open nowPosted 471 days ago

Branch Associate (Investment Brokerage)

Workable (global search)108,016 open roles

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Singapore
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Your applicationOpen nowBranch Associate (Investment Brokerage)Workable (global search) · Singapore
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  4. 14.9%14 days
  5. 34.0%30 days
This job: posted 471 days ago

Workable (global search) median: 7 days open

The posting

Moomoo Singapore is a holistic wealth-tech platform building an intelligent investing ecosystem across its digital platform, physical experience stores and investor education community. Through the moomoo app, it provides everyday investors and professional clients with access to global markets, diverse investment products, advanced trading tools and AI-powered insights.

Since launching in March 2021, Moomoo Singapore has evolved beyond an investing platform into a popular financial literacy resource and full-spectrum wealth platform, supporting investors from their first trade to managing sophisticated portfolios. It surpassed two million customers in Singapore in June 2026, with users spanning retail investors to private wealth and institutional clients.

Moomoo Financial Singapore Pte. Ltd. is a subsidiary of Nasdaq-listed Futu Holdings Limited (Nasdaq: FUTU). The firm is regulated by the Monetary Authority of Singapore and holds a Capital Markets Services Licence (CMS101000) and Major Payment Institution Licence (PS20200617). It also has exempt financial adviser status and is authorised to provide Digital Payment Token services. Moomoo Trustee (Singapore) Pte. Ltd. is a licensed trust company, while Moomoo Singapore is a DP Clearing Member, SGX-ST Trading Member, and SGX-DT Trading and Clearing Member of Singapore Exchange.

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!
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