Retail Investment Expert

6 days ago

Chatswood, Australia beBeeInvestor Full time $40,000 - $60,000

As a Retail Store Associate, you will be the friendly face that welcomes clients into our experiential store—helping them get started, guiding them through our platform, and making sure their investing experience is smooth and enjoyable.

Your role will involve welcoming and assisting new clients with account opening and app navigation. You will answer basic questions and help clients feel confident using Moomoo's innovative features. Additionally, you will support marketing events and workshops, work with your team to keep store operations on track and clients happy, assist sales efforts by following up on leads and supporting client acquisition goals, and help with documentation and compliance always keeping client information safe.

Requirements
  • 1-2 years' experience in customer service preferably financial advice or retail investment services
  • Basic knowledge of financial markets and trading platforms
  • People-focused: great communicator English; Mandarin/Cantonese a plus
  • Organised detail-oriented and comfortable with multitasking
  • Willing to work rotating shifts including weekends and holidays
  • Tech-savvy and keen to learn new digital tools
  • Customer-first problem solver who's always ready to help
Benefits
  • Growth Work for a leader in digital brokerage with unlimited career opportunities
  • Competitive rewards Market-driven salary and performance bonuses that reflect your impact
  • Coverage Comprehensive insurance for you and your family
  • Culture A fun diverse workplace with frequent team events and celebrations
  • Surprises in store More benefits revealed as you progress through the hiring process

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