Sales Consultant - Fintech (Sydney)

Posted 2 Days Ago
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Sydney, New South Wales, AUS
In-Office
Junior
Fintech • Payments • Software • Financial Services
The Role
Assist walk-in clients with account opening, platform setup, and onboarding. Explain moomoo’s investment tools, resolve routine inquiries, support compliance checks, and follow up on leads. Contribute to client acquisition, cross-selling, events, marketing activities, store operations, and customer experience improvements while maintaining RG146 compliance.
Summary Generated by Built In
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 Sydney, 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.

BenefitsPerks & 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!

Skills Required

  • 1–2 years of experience in customer service, preferably financial advice or retail investment services
  • Basic knowledge of financial markets and trading platforms
  • Native English speaker and strong communication skills
  • Organized, detail-oriented, and comfortable multitasking
  • Willingness to work rotating shifts, including weekends and holidays
  • Technologically proficient and willing to learn digital tools
  • Customer-focused problem-solving skills
  • Active RG146 license and ongoing compliance
  • Previous retail or store sales experience
  • Team management or training experience
  • Active Moomoo user
  • Familiarity with local community resources
  • Experience with pop-up store or temporary retail operations
  • Familiarity with mall partnerships and promotional calendar planning

Futu Holdings Limited Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Futu Holdings Limited and has not been reviewed or approved by Futu Holdings Limited.

  • Healthcare Strength — Health insurance in the U.S. arm is described as strong, with some accounts citing employer-paid premiums for employees. Core medical coverage is listed across U.S. roles.
  • Retirement Support — Retirement programs are offered by region, including a U.S. 401(k) with employer contribution and Hong Kong MPF participation. PRC and Singapore roles align with statutory social insurance and CPF-related schemes.
  • Equity Value & Accessibility — Equity compensation exists via a group share incentive plan, with some roles in U.S. subsidiaries receiving RSUs at hire. Where granted, equity can meaningfully augment total compensation.

Futu Holdings Limited Insights

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The Company
HQ: Sham Chun Hu
855 Employees
Year Founded: 2012

What We Do

Futu Holdings Limited (Nasdaq: FUTU) 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, we serve over 26 million users through our one-stop digital platforms, Futubull and moomoo, enabling everyone to become a better investor on the go. At Futu, our mission remains unchanged since day 1: make investing easier and not alone. We empower investors of all levels to confidently navigate the market with all the essential tools and data to achieve their financial goals. Together, we strive to build a world where smarter investing is within reach for all.

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