Branch Associate / Branch Officer (Investment / Trading Company)

TRUST RECRUIT PTE. LTD.

Singapore, Singapore
Not specified
2-3 years customer service experience
Familiarity with financial markets
Knowledge of compliance documentation
Trust Recruit Pte. Ltd. is seeking a Branch Associate/Branch Officer for their investment trading company in Singapore. The role entails assisting customers with onboarding processes, providing guidance on investment products, and supporting sales initiatives, requiring experience in customer service and familiarity with financial markets

Job Summary

  • The role involves welcoming walk-in customers and guiding them through the investment platform onboarding process.
  • Candidates must assist with documentation, compliance checks, and backend processes while educating clients on market opportunities.
  • The position requires flexibility to work weekends, public holidays, and shifts to support branch operations and marketing initiatives.

Matching Summary

Match Score: 75

Trust Recruit Pte. Ltd. is seeking a Branch Associate/Branch Officer for their investment trading company in Singapore. The role entails assisting customers with onboarding processes, providing guidance on investment products, and supporting sales initiatives, requiring experience in customer service and familiarity with financial markets.

Skills & Requirements

Must-have

  • 2-3 years customer service experience
  • Familiarity with financial markets
  • Knowledge of compliance documentation
  • Tech-savvy with CRM systems
  • Flexibility for weekend shifts

Nice-to-have

  • Proactive problem-solving skills
  • Dedication to user experience
  • Experience in marketing campaigns
  • Strong communication abilities

Key Requirements

  • 2-3 years experience in customer service or financial advisory
  • Familiarity with brokerage platforms and investment products
  • Comfortable with digital platforms and CRM systems

Work Rights

Not specified

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