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Retail Store Associate (Investment Brokerage) - Penang Outlet

Posted 1 day ago

OfficeBayan Lepas, Penang, MalaysiaEN

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.
  • 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
  • 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.

Job details
Workplace
Office
Location
Bayan Lepas, Penang, Malaysia
Experience
EN

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