Retail Associate / Investment Associate /Brokerage (REF:TYL)

Responsibilities (Retail Associate):

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

• Provide basic guidance on products and platform features.

• Assist with documentation, compliance checks, and backend onboarding processes

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

• Educate clients on market opportunities and platform offerings

• Support sales teams in achieving client acquisition and relevant KPIs

• Provide on-site support during marketing campaigns and roadshows

• Assist in promoting strategic brand partnerships and community engagement efforts

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

• Provide feedback to improve service workflows and customer experience
  

Requirements:

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

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

• Proactive in problem-solving and dedicated to user experience.

• Familiarity with compliance and documentation requirements in the financial sector

• Tech-savvy and comfortable with digital platforms and CRM systems

• Flexibility to work on weekends, public holidays, and shifts.

HOW TO APPLY:

Interested applicants, kindly send your resume in MS WORD format to ref24#trustrecruit.com.sg or please click on “Apply Now”.

We regret only shortlisted candidates will be notified.

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Trust Recruit Pte Ltd

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