Job Description: Help walk-in clients open accounts and use the company’s app.
Answer basic questions and guide clients on platform features.
Explain investment tools and market opportunities.
Ensure the store runs smoothly and follows company policies.
Handle paperwork, compliance checks, and account setup.
Keep client information private and follow financial regulations.
Assist the sales team with leads, follow-ups, and meeting targets.
Help organize appointments and support events.
Recommend investment products based on client needs.
Help plan and run workshops, events, and promotions.
Support brand campaigns and community activities.
Work closely with team members and managers on daily tasks.
Share ideas to improve client service.
Join training sessions and team meetings.
2–3 years in customer service, finance, or investment services.
Knowledge of financial markets and investment products.
Strong communication and interpersonal skills.
Organized, detail-oriented, and able to multitask.
Familiar with financial compliance and documentation processes.
Certifications (preferred): RES5, CM-EIP, CM-SIP, M8, M8A.
Willing to work rotating shifts, weekends, and public holidays .
Comfortable with digital tools and CRM systems.
Client-first attitude with a proactive mindset.
Interested applicants, please click on “Apply Now” and provide the below details in your resume.
We regret only shortlisted candidates will be notified.
Important Note: Trust Recruit Pte Ltd is committed to safeguarding your personal data in accordance with the Personal Data Protection Act (PDPA).
Please read our privacy statement on our corporate website .
Trust Recruit Pte Ltd
EA License No: 19C9950
EA Personnel: Jordan Fung Si Jong
EA Personnel Reg No: R
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