URGENT HIRING! Branch Associate / (Investment, Retail Hours)

Responsibilities

Client Servicing & Onboarding

• Support walk-in clients with account opening and platform setup.

• Provide guidance on the app features and basic investment tools.

• Handle basic client inquiries and escalate complex cases to relevant teams.

• Educate clients on market opportunities and 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.

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.

• 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.

HOW TO APPLY:

Interested applicants, kindly send your resume in MS WORD format or please click on “Apply Now”.

We regret only shortlisted candidates will be notified.

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Trust Recruit Pte Ltd

EA License No: 19C9950

EA Personnel: Vivian Chung Fhui Tiin (G)

EA Personnel Reg No: R22106436