Executive, Marketing & Client Experience

📌 Core Information

🔹 Job Title: Executive, Marketing & Client Experience

🔹 Company: moomoo

🔹 Location: 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 at the Client Experience Centre
• Providing product overviews and assisting with app usage and account opening
• Supporting marketing activities and maintaining store cleanliness and organization
• Troubleshooting client issues and gathering customer feedback

ASSUMPTION: This role requires a high level of customer service and communication skills, as well as the ability to multitask and work in a fast-paced environment.

📋 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.

✅ 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 approved by the marketing and compliance teams.

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

✅ Maintain the cleanliness, organization, and visual standards of the store.

✅ Support inventory tracking, restocking, and distribution of marketing collaterals and devices.

✅ Gather and report customer feedback and service issues to support continuous improvement.

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

✅ Undertake ad-hoc tasks or special projects as assigned by management to support business needs.

ASSUMPTION: This role requires strong communication skills, attention to detail, and the ability to work well under pressure.

🎯 Required Qualifications

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

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

Required Skills:

• Strong interest in finance and investment
• Friendly, confident communicator who is comfortable with mobile apps and digital tools
• Fluency in English, Bahasa Malaysia, and Chinese (Mandarin/Cantonese)
• Available 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 on-the-job training will be provided, candidates with prior experience in finance or investment may have an advantage.

💰 Compensation & Benefits

Salary Range: The salary range for this role is not provided. However, based on industry standards for a similar role in Kuala Lumpur, the estimated salary range is RM 2,500 - RM 3,500 per month.

Benefits:

• Competitive compensation & benefits
• Fun loving and diverse work environment

Working Hours: Full-time, with the requirement to work on weekends and public holidays as per the store’s schedule

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

📌 Applicant Insights

🔍 Company Context

Industry: Futu Holdings Limited operates in the financial services industry, offering a one-stop digital platform for investing.

Company Size: Futu Holdings has 1,001-5,000 employees globally, with a presence in Hong Kong, Singapore, the U.S., Australia, Canada, Japan, Malaysia, and New Zealand.

Founded: Futu Holdings was founded in 2012 and is headquartered in Hong Kong.

Company Description:

• Futu Holdings Limited is a leading fintech company committed to transforming the investing experience for investors worldwide.
• The company serves over 26 million users through its one-stop digital platforms, Futubull and moomoo.
• Futu's mission is to make investing easier and not alone, empowering investors of all levels to confidently navigate the market.

Company Specialties:

• Investment services
• Financial technology
• Digital platforms

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

ASSUMPTION: Futu Holdings is a global company with a strong presence in Asia, offering opportunities for career growth and development.

📊 Role Analysis

Career Level: This role is an entry-level to mid-level position, suitable for candidates with 0-2 years of experience.

Reporting Structure: The Executive, Marketing & Client Experience will report directly to the Store Manager or a designated supervisor.

Work Arrangement: This is an on-site role, with the requirement to work on weekends and public holidays as per the store’s schedule.

Growth Opportunities:

• On-the-job training and development opportunities
• Potential career progression to senior roles within the company
• Exposure to a diverse range of clients and industries

ASSUMPTION: This role offers opportunities for career growth and development within the company, particularly for candidates who demonstrate strong performance and a commitment to learning.

🌍 Location & Work Environment

Office Type: The Client Experience Centre is a retail store environment, with a focus on providing a welcoming and engaging space for clients.

Office Location(s): Kuala Lumpur, Malaysia

Geographic Context:

• Kuala Lumpur is the capital and largest city of Malaysia, with a population of over 1.8 million people.
• The city is a major commercial and financial hub in Southeast Asia, with a diverse range of industries and businesses.
• Kuala Lumpur offers a vibrant and multicultural lifestyle, with a wide range of dining, entertainment, and cultural attractions.

Work Schedule: Full-time, with the requirement to work on weekends and public holidays as per the store’s schedule

ASSUMPTION: Kuala Lumpur offers a dynamic and multicultural work environment, with opportunities for personal and professional growth.

💼 Interview & Application Insights

Typical Process:

• Online application submission
• Phone or video screening
• In-person or video interview with the Store Manager or a designated supervisor
• Background check and reference check

Key Assessment Areas:

• Communication skills and customer service
• Product knowledge and understanding of the company's platforms
• Problem-solving and troubleshooting skills
• Adaptability and ability to work in a fast-paced environment

Application Tips:

• Highlight any relevant experience in customer service, retail, or finance
• Demonstrate a strong interest in finance and investment
• Showcase your communication skills and ability to work well under pressure
• Prepare for behavioral and situational interview questions that focus on customer service and problem-solving

ATS Keywords: Customer Service, Marketing, Finance, Digital Tools, Troubleshooting, Inventory Management, Feedback Gathering, App Usage, Branch Marketing, Promotions, Team Collaboration, Bilingual Communication, Client Support, Organization, Visual Standards

ASSUMPTION: The application process for this role is likely to be competitive, with a focus on strong communication skills and customer service experience.

🛠️ Tools & Technologies

• moomoo app
• Demo stations and digital tools
• Inventory management software
• Customer relationship management (CRM) software

ASSUMPTION: The tools and technologies required for this role are primarily digital, with a focus on the moomoo app and other digital platforms.

👔 Cultural Fit Considerations

Company Values:

• Make investing easier and not alone
• Empower investors of all levels
• Build a world where smarter investing is within reach for all

Work Style:

• Fast-paced and dynamic work environment
• Collaborative and team-oriented culture
• Focus on continuous learning and improvement

Self-Assessment Questions:

• Do you have a strong interest in finance and investment?
• Are you comfortable working in a fast-paced and dynamic environment?
• Do you have strong communication skills and the ability to work well under pressure?

ASSUMPTION: Futu Holdings values candidates who are passionate about finance and investment, and who are able to thrive in a fast-paced and dynamic work environment.

⚠️ Potential Challenges

• The role requires working on weekends and public holidays as per the store’s schedule
• The work environment can be fast-paced and demanding, with a focus on meeting sales and customer service targets
• The role may involve handling complex client issues and troubleshooting
• The role requires a high level of customer service and communication skills, which can be challenging at times

ASSUMPTION: While this role offers opportunities for career growth and development, it also presents unique challenges that candidates should be aware of.

📈 Similar Roles Comparison

• This role is similar to a Customer Service Representative or Retail Sales Associate role in the finance or investment industry
• However, this role is unique in that it requires a high level of customer service and communication skills, as well as the ability to multitask and work in a fast-paced environment
• This role offers opportunities for career growth and development within the company, particularly for candidates who demonstrate strong performance and a commitment to learning

ASSUMPTION: While this role is similar to other customer service and retail sales roles, it is unique in its focus on finance and investment, and offers opportunities for career growth and development within the company.

📝 Sample Projects

• Assisting clients with account opening and app usage
• Providing product overviews and demonstrations to clients
• Supporting marketing activities and promotions
• Gathering and reporting customer feedback and service issues

ASSUMPTION: These sample projects are intended to give candidates an idea of the types of tasks and responsibilities they may be expected to perform in this role.

❓ Key Questions to Ask During Interview

• What are the key priorities for this role in the first 90 days?
• How does this role support the company's mission to make investing easier and not alone?
• What opportunities are there for career growth and development within the company?
• What are the biggest challenges facing the company and this role in the coming year?
• How does the company support work-life balance for its employees?

ASSUMPTION: These key questions are intended to help candidates better understand the role, the company, and the opportunities for career growth and development.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Tailor your resume and cover letter to highlight your relevant experience and skills
• Prepare for behavioral and situational interview questions that focus on customer service and problem-solving
• Follow up with the hiring manager within one week of submitting your application

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