Sales Consultant - Fintech (Melbourne)
At a glance
Mid-level Account Executive role at moomoo. Melbourne · full-time.
Pay not stated
growthroles summary, based on the employer's posting.
What you'll do
- Welcome walk-in clients, help them open accounts and set up the app, then explain its features and basic investment tools
- Answer client questions, handle straightforward issues and pass complex cases to the right team
- Explain market opportunities and platform offerings while supporting client acquisition targets and relevant cross-selling
- Follow up on store leads, book appointments and help run workshops, events, roadshows and community activities
- Keep store operations moving, complete onboarding and compliance checks, and protect client information
What you bring
- You have one to two years in customer service, ideally in financial advice or retail investment services
- You speak native-level English and can explain financial concepts clearly to clients
- You hold an active RG146 licence and can maintain it under regulatory requirements
- You understand financial markets and trading platforms at a basic level
Who this fits
This mid-level, client-facing role suits someone who enjoys helping people with investing and working in a store. The position is onsite in Melbourne, with rotating shifts that include weekends and holidays. The listing emphasizes individual client support and store operations, with no people-management responsibility stated.
From the employer
Join Moomoo as a Sales Consultant
Ready to change the way Australians invest? At Moomoo, you’re not just joining a leading global investment platform; you’re becoming part of a lively, purpose-driven team that believes smarter investing should be accessible to all. With more than 27 million users worldwide and a strong local presence, we’re shaking up wealth-tech—and we want you on our journey!
What You’ll Do
As our Sales Consultant in Melbourne, you’ll be the friendly face that welcomes clients into our experiential store—helping them get started, guiding them through our platform, and making sure their investing experience is smooth and enjoyable. If connecting with people and making financial concepts simple sounds exciting, this is your chance to shine in a fast-growing industry.
Your Day-to-Day:
• Assist walk-in clients with account opening and platform setup.
• Guide clients through the moomoo app’s features and basic investment tools.
• Address client inquiries, resolving straightforward matters and escalating complex cases as needed.
• Educate clients on market opportunities and moomoo’s platform offerings.
• Ensure smooth daily store operations in line with company standards.
• Support documentation, compliance checks, and back-end onboarding processes.
• Safeguard client confidentiality and comply with all local financial regulations.
• Maintain the validity of your personal RG146 license in line with regulatory requirements.
• Assist sales teams in achieving client acquisition goals and other KPIs.
• Follow up on in-store leads, schedule client appointments, and support event-related activities.
• Contribute to cross-selling investment products and services based on client needs (where applicable).
• Coordinate and support in-store events, workshops, and client engagement sessions.
• Assist with marketing campaigns, roadshows, and community engagement activities.
• Help promote strategic brand partnerships through store-level initiatives.
• Work closely with branch managers and colleagues to ensure seamless daily operations.
• Share feedback to improve service workflows and overall customer experience.
• Participate actively in team meetings, training, and professional development programs.
• Demonstrate commitment to maintaining RG146 compliance and ongoing professional development.
Requirements
- 1–2 years’ experience in customer service, preferbally financial advice, or retail investment services
- Basic knowledge of financial markets and trading platforms
- People-focused: great communicator (Native English speaker)
- Organised, detail-oriented, and comfortable with multitasking
- Willing to work rotating shifts, including weekends and holidays
- Tech-savvy and keen to learn new digital tools
- Customer-first problem solver who’s always ready to help
Preferred Qualifications
- Previous retail or store sales experience.
- Team management or training experience.
- Active Moomoo user.
- Familiar with local community resources.
- Experience in pop-up store or temporary retail space operations.
- Familiar with mall partnership processes and promotional calendar planning.
Benefits
Perks & Benefits
- Growth: Work for a leader in digital brokerage, with unlimited career opportunities
- Competitive rewards: Market-driven salary and performance bonuses that reflect your impact
- Coverage: Comprehensive insurance for you and your family
- Culture: A fun, diverse workplace with frequent team events and celebrations
- Surprises in store: More benefits revealed as you progress through the hiring process!
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