Executive, Marketing & Client Experience

📌 Core Information

🔹 Job Title: Executive, Marketing & Client Experience

🔹 Company: moomoo

🔹 Location: Kuala Lumpur, Kuala Lumpur, Malaysia

🔹 Job Type: Full-time

🔹 Category: Financial Services

🔹 Date Posted: June 5, 2025

🔹 Experience Level: 0-2 years

🔹 Remote Status: On-site

🚀 Job Overview

Key aspects of this role include:

• Acting as the first point of contact for clients, providing guidance on app usage, account opening, and available services.
• Delivering product overviews using demo stations and digital tools to educate clients about moomoo's offerings.
• Supporting branch marketing activities by distributing approved materials, promoting ongoing campaigns, and encouraging app feature exploration.
• Performing initial troubleshooting and escalating complex issues to senior team members.
• Maintaining the cleanliness, organization, and visual standards of the store, as well as supporting inventory management tasks.

ASSUMPTION: This role requires a high level of customer service and communication skills, with a strong focus on educating clients about the moomoo platform and its features.

📋 Key Responsibilities

✅ Greet and assist visitors at the Client Experience Centre, offering basic guidance on app usage, account opening, and available services.

✅ Provide product overviews using demo stations and digital tools, highlighting key features and benefits of moomoo's offerings.

✅ Assist in branch marketing activities by handing out approved marketing materials, helping clients understand ongoing promotions, and encouraging them to explore app features using guided messages.

✅ Conduct initial troubleshooting and escalate complex issues to senior team members for resolution.

✅ Maintain the cleanliness, organization, and visual standards of the store, ensuring a welcoming and professional environment for clients.

✅ Support inventory tracking, restocking, and distribution of marketing collaterals and devices, ensuring adequate supplies for branch operations.

✅ Gather and report customer feedback and service issues to support continuous improvement in client experience and platform development.

✅ Stay updated on platform features, educational content, and campaigns to better support clients and provide accurate information.

✅ Undertake ad-hoc tasks or special projects as assigned by management to support business needs and contribute to the success of the team.

ASSUMPTION: This role requires strong multitasking skills, as the Executive will need to balance customer service, marketing support, and store maintenance tasks throughout the day.

🎯 Required Qualifications

Education: Diploma or Degree in Business, Mass Communication, Finance, Marketing, or a related field.

Experience: 1-2 years of experience in retail, banking, fintech, or customer service.

Required Skills:

• Strong interest in finance and investment, with a willingness to learn and grow within the industry.
• Friendly, confident communicator who is comfortable with mobile apps and digital tools.
• Fluency in English, Bahasa Malaysia, and Chinese (Mandarin/Cantonese).
• Ability to work on weekends and public holidays as per the store’s schedule.

Preferred Skills:

• CMSRL holder - Dealing in Securities, Module 6 & 7
• Unit Trust Consultant - Computerised Unit Trust Examination

ASSUMPTION: While not explicitly stated, having a strong interest in finance and investment is crucial for success in this role, as the Executive will be expected to provide accurate information and guidance to clients about moomoo's services.

💰 Compensation & Benefits

Salary Range: The salary range for this role is estimated to be between RM 2,500 and RM 3,500 per month, based on industry standards for entry-level positions in the financial services sector in Kuala Lumpur.

Benefits:

• Competitive compensation package
• Fun loving and diverse work environment

Working Hours: Full-time position, with the expectation to work on weekends and public holidays as required by the store's schedule.

ASSUMPTION: The provided salary range is an estimate based on industry standards and may vary depending on the candidate's qualifications and experience.

📌 Applicant Insights

🔍 Company Context

Industry: Futu Holdings Limited operates in the financial services industry, offering investment platforms and services to clients worldwide.

Company Size: moomoo is part of Futu Holdings, which has 1,001-5,000 employees globally. This size allows for a diverse and dynamic work environment, with opportunities for growth and development.

Founded: Futu Holdings was founded in 2012, with a mission to make investing easier and more accessible for investors worldwide.

Company Description:

• Futu Holdings Limited is a leading fintech company committed to transforming the investing experience for investors worldwide.
• With a global presence across Hong Kong, Singapore, the U.S., Australia, Canada, Japan, Malaysia, and New Zealand, Futu serves over 26 million users through its one-stop digital platforms, Futubull and moomoo.
• At Futu, the mission remains unchanged since day 1: make investing easier and not alone. They empower investors of all levels to confidently navigate the market with all the essential tools and data to achieve their financial goals.

Company Specialties:

• Investment platforms and services
• Financial technology
• Client experience and education

Company Website: https://www.futuholdings.com/en-us/

ASSUMPTION: Futu Holdings Limited is a well-established and growing fintech company, with a strong focus on providing innovative investment solutions and exceptional client experiences.

📊 Role Analysis

Career Level: This role is an entry-level position, ideal for candidates seeking to begin their career in the financial services industry or gain experience in customer service and marketing within the fintech sector.

Reporting Structure: The Executive, Marketing & Client Experience will report directly to the Client Experience Centre Manager and work closely with the marketing and compliance teams to ensure accurate and compliant client communication.

Work Arrangement: This is an on-site, full-time position, with the expectation to work on weekends and public holidays as required by the store's schedule.

Growth Opportunities:

• Developing a strong understanding of the financial services industry and moomoo's investment platforms.
• Gaining experience in customer service, marketing, and client education within the fintech sector.
• Potential career progression into roles such as Client Experience Centre Manager, Marketing Specialist, or other related positions within the company.

ASSUMPTION: This role offers a unique opportunity for candidates to gain experience in multiple aspects of the financial services industry, with potential for growth and development within the company.

🌍 Location & Work Environment

Office Type: The Client Experience Centre is a physical storefront location, designed to provide a welcoming and engaging environment for clients to learn about and interact with moomoo's investment platforms.

Office Location(s): Kuala Lumpur, Malaysia

Geographic Context:

• Kuala Lumpur is the capital and largest city of Malaysia, with a population of approximately 1.8 million people.
• The city is a major commercial and financial hub in Southeast Asia, with a diverse and multicultural population.
• Kuala Lumpur offers a vibrant and dynamic work environment, with numerous opportunities for personal and professional growth.

Work Schedule: Full-time position, with the expectation to work on weekends and public holidays as required by the store's schedule.

ASSUMPTION: Working in Kuala Lumpur offers candidates the opportunity to live and work in a dynamic and multicultural city, with a strong focus on growth and development within the financial services industry.

💼 Interview & Application Insights

Typical Process:

• Online application submission through the provided link.
• Phone or video screening to assess communication skills and cultural fit.
• In-person or virtual interview with the Client Experience Centre Manager and a member of the marketing team to discuss the role, responsibilities, and company culture.
• Background check and reference verification for successful candidates.

Key Assessment Areas:

• Communication skills and ability to clearly explain complex financial concepts to clients.
• Customer service experience and ability to handle client inquiries and troubleshoot issues.
• Fluency in English, Bahasa Malaysia, and Chinese (Mandarin/Cantonese).
• Interest in finance and investment, with a willingness to learn and grow within the industry.

Application Tips:

• Tailor your resume to highlight relevant customer service, marketing, and communication skills, as well as any experience or interest in the financial services industry.
• Prepare for the interview by researching moomoo's investment platforms and familiarizing yourself with their features and benefits.
• Be ready to discuss your personal investment goals and how you can help clients achieve their financial objectives.

ATS Keywords: Customer service, marketing, finance, investment, client education, communication, troubleshooting, inventory management, branch marketing, app usage, product overviews, client experience.

ASSUMPTION: The application process for this role is likely to be competitive, with a strong focus on communication skills, customer service experience, and a genuine interest in the financial services industry.

🛠️ Tools & Technologies

• moomoo investment platform
• Demo stations and digital tools for product overviews
• Inventory management software
• Customer relationship management (CRM) system

ASSUMPTION: The tools and technologies required for this role are primarily focused on client education and support, with a strong emphasis on moomoo's investment platforms and digital tools.

👔 Cultural Fit Considerations

Company Values:

• Make investing easier and not alone
• Empower investors of all levels to confidently navigate the market
• Provide exceptional client experiences and support

Work Style:

• Customer-focused and client-centric
• Collaborative and team-oriented
• Adaptable and willing to learn and grow within the industry

Self-Assessment Questions:

• Do you have a genuine interest in finance and investment, and a desire to help clients achieve their financial goals?
• Are you comfortable working in a fast-paced, dynamic environment, with a focus on customer service and client education?
• Do you thrive in a collaborative and team-oriented work environment, with a strong emphasis on client support and empowerment?

ASSUMPTION: Futu Holdings Limited and moomoo place a strong emphasis on cultural fit, with a focus on customer-centric values, collaboration, and a willingness to learn and grow within the financial services industry.

⚠️ Potential Challenges

• Handling complex client inquiries and troubleshooting issues, requiring strong problem-solving skills and patience.
• Balancing multiple responsibilities, including customer service, marketing support, and store maintenance, which may require multitasking and time management skills.
• Working on weekends and public holidays, as required by the store's schedule, which may impact work-life balance for some candidates.
• Adapting to a fast-paced and dynamic work environment, with a focus on continuous learning and growth within the financial services industry.

ASSUMPTION: While this role offers numerous opportunities for growth and development, candidates should be prepared to face potential challenges related to the fast-paced nature of the financial services industry and the diverse range of responsibilities required for success in this position.

📈 Similar Roles Comparison

• Compared to other entry-level customer service roles in the financial services industry, this position offers a unique opportunity to gain experience in both customer service and marketing, with a focus on client education and empowerment.
• In terms of industry-specific context, this role is part of a growing fintech company with a strong global presence, offering candidates the opportunity to work in a dynamic and innovative environment.
• Career path comparison: This role is an entry-level position, with potential for growth and development into roles such as Client Experience Centre Manager, Marketing Specialist, or other related positions within the company.

ASSUMPTION: This role offers a unique combination of customer service, marketing, and client education responsibilities, with potential for growth and development within the financial services industry.

📝 Sample Projects

• Developing and delivering a client education workshop on the basics of investing and the features of moomoo's investment platforms.
• Creating and distributing marketing materials to promote ongoing campaigns and encourage clients to explore app features using guided messages.
• Conducting a customer satisfaction survey to gather feedback and identify areas for improvement in client experience and platform development.

ASSUMPTION: These sample projects are designed to highlight the key responsibilities and required skills for this role, with a focus on client education, marketing support, and continuous improvement in client experience and platform development.

❓ Key Questions to Ask During Interview

• Can you describe the typical day-to-day responsibilities for this role, and how they may vary depending on the needs of the store and its clients?
• How does the marketing team support the work of the Client Experience Centre, and what opportunities are there for collaboration and knowledge-sharing between the two departments?
• What are the most rewarding aspects of working in a Client Experience Centre, and what challenges may I face in this role?
• How does moomoo support the professional development and growth of its employees, particularly those in entry-level positions?
• What is the work-life balance like for employees in this role, and how does the company support employees in maintaining a healthy work-life balance?

ASSUMPTION: These key questions are designed to provide candidates with a deeper understanding of the role, the company culture, and the opportunities for growth and development within the financial services industry.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through the provided link.
• Tailor your resume to highlight relevant customer service, marketing, and communication skills, as well as any experience or interest in the financial services industry.
• Prepare for the interview by researching moomoo's investment platforms and familiarizing yourself with their features and benefits.
• Be ready to discuss your personal investment goals and how you can help clients achieve their financial objectives.
• Follow up with the hiring manager within one week of submitting your application to express your interest in the role and confirm receipt of your application.

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.