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.

Senior Retail Store Associate (Investment Brokerage)