Bank Associate / Branch Officer (Investment / Trading Company)
3000 - 3800 SGDTrust Recruit - Singapore Recruitment Agency
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 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: Lee Jun Siong (Johnson)
EA Personnel Reg No: R24120242
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