Branch Associate / Sales Executive (Investment/Trading)

Responsibilities

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Welcome and attend to walk-in customers, assist them with the onboarding process investment platform

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Provide basic guidance on products and platform features.

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Assist with documentation, compliance checks, and backend onboarding processes

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Handle basic client inquiries and escalate complex cases to relevant teams

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Educate clients on market opportunities and platform offerings

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Support sales teams in achieving client acquisition and relevant KPIs

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Provide on-site support during marketing campaigns and roadshows

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Assist in promoting strategic brand partnerships and community engagement efforts

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Work closely with branch managers and team members on daily operations and special initiatives

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Provide feedback to improve service workflows and customer experience

Requirements

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2-3 years of experience in customer service, financial advisory, or retail investment services.

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Familiarity with financial markets, brokerage platforms, and investment products.

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Proactive in problem-solving and dedicated to user experience.

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Familiarity with compliance and documentation requirements in the financial sector

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Tech-savvy and comfortable with digital platforms and CRM systems

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Willingness to work rotating shifts, weekends, and public holidays.

HOW TO APPLY

Interested applicants, please click on “Apply Now”. We regret only shortlisted candidates will be notified.

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