Branch Manager

Overview

The Branch Manager is responsible for the overall success and smooth operations of a moomoo physical investment store. This leadership role combines strategic business development, operational excellence, and team management to drive customer acquisition, enhance client relationships, and ensure compliance with local financial regulations. As the face of the moomoo brand in-store, the Branch Manager plays a critical role in delivering a premium customer experience and expanding our offline presence.

Responsibilities

• Business Strategy & KPI Ownership
  
  • Take full ownership of branch KPIs
  • Drive local business strategy to meet financial, operational, and growth targets
  • Adapt quickly to market conditions and regulatory changes
• Operations & Compliance
  
  • Oversee and optimize daily operations, ensuring efficiency with strict compliance with financial industry regulations
  • Improve in-store workflows and service delivery standards
  • Coordinate with legal and compliance teams to ensure branch operations align with internal and regulatory requirements
• Client Relationship Management
  
  • Lead the team in building and maintaining strong, trust-based relationships with clients
  • Resolve client issues efficiently with a focus on in-person service excellence
  • Organize client engagement events and investment education sessions to enhance retention and upselling opportunities
  • Recruit, train, and manage high-performing sales and support teams
  • Foster a results-driven and positive workplace culture
  • Design and implement systematic training programs for compliance, product knowledge, and client servicing
• Team Leadership & Development
  
  • Recruit, train, and manage high-performing sales and support teams
  • Foster a results-driven and positive workplace culture
  • Design and implement systematic training programs for compliance, product knowledge, and client servicing
• Performance Monitoring & Analysis
  
  • Track branch KPIs such as client growth, sales performance, and customer satisfaction
  • Generate actionable insights from performance metrics and market trends
  • Collaborate cross-functionally (marketing, product, tech) to refine go-to-market strategies
• Marketing & Community Engagement
  
  • Support and lead in-store promotional events, workshops, and roadshows
  • Partner with marketing teams on brand positioning and customer outreach
  • Represent moomoo in cross-brand collaborations to attract high-net-worth individuals (HNWIs) and strategic partners

Our Values

• Integrity
• Integrity Story: Say No to Super High Leverage
• We hold fast to our value of integrity and attach great importance to user experience and risk management.
• Efficiency
• Efficiency Story: Promise Made to a User on New Year\'s Eve
• On February 11, 2021, a user asked for assistance and received a prompt reply, reflecting our commitment to timely responses and shareholder communication
• Service
• Service Story: Providing Excellent Services and Undertaking Our Responsibilities
• We have demonstrated accountability in delivering value to subscribers and managing responsibilities
• Excellence
• Excellence Story: Leaf Opens Our App Over 30 Times a Day
• Users frequently engage with the app to review details, reflecting our focus on performance and user experience

Please note that only short-listed candidates will be contacted.

Requirements

• 5-8 years of experience in financial services, including retail brokerage, wealth management, or in-store financial sales; someone with a regular investment habit is highly preferred
• Proven experience managing physical store operations and frontline teams
• Strong leadership skills with the ability to motivate and guide teams toward performance goals
• Deep understanding of financial markets, trading platforms, and investment products
• Knowledge of compliance requirements relevant to the country of operation
• Holds required certifications (RES5, CM-EIP, CM-SIP, M8 and M8A); however, the company will sponsor you to obtain the license
• Willingness to work shifts, including weekends and public holidays
• Experience working in high-growth or start-up environments
• Exposure to global teams and multicultural settings
• Project management and problem-solving skills
• Demonstrated ability to drive cross-departmental initiatives
• English speaking and Fluency in Mandarin is an added advantage
• Result-oriented, self-motivated with the ability to work under pressure and be a team player

Benefits

• Be a part of the world\'s leading digital brokerage firm where growth and career development opportunities are endless
• Enjoy a competitive total compensation package that truly values your skills and contributions
• Comprehensive insurance coverage for employees and dependents to provide you peace of mind
• Fun-loving and diverse work environment that hosts various team-bonding programs and company events
• Business casual work attire every day
• And Much More Discover even more perks and benefits as we take you through the hiring process

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Sales and Business Development