Senior Retail Store Associate (Investment Brokerage)

About the role

We are looking for a customer-focused Senior Retail Store Associate to support clients with account opening, platform guidance, investment education, sales activities, and in-store events. 3–5 years’ experience in customer service, financial advisory, or retail is preferred. Strong communication skills and Mandarin or English proficiency are an advantage. Willingness to work shifts, weekends, and public holidays is required.

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

• 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 Mandarin or English is a plus.
• Willing to work rotating shifts, weekends, and public holidays.
• Strong customer-first mindset with a proactive attitude.

Benefits

We offer a comprehensive and holistic work experience and package as follows

• Competitive compensation and benefits.
• Fun loving and diverse work environment
• Business casual work attire everyday

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