Summary
The Branch Manager is responsible for the overall success and seamless operation of a moomoo physical investment store. This leadership role combines strategic business development, operational excellence, and team management to drive customer acquisition, strengthen client relationships, and ensure full compliance with local financial regulations. As the in-store face of the moomoo brand, the Branch Manager plays a pivotal role in delivering a premium client experience and expanding our offline footprint.
Key Responsibilities
Business Strategy & KPI Ownership
Take full ownership of branch KPIs and performance targets
Develop and execute local business strategies to achieve financial, operational, and growth objectives
Respond swiftly to changing market conditions and regulatory developments
Operations & Compliance
Oversee daily branch operations to ensure efficiency and service quality
Enforce compliance with financial services regulations and internal policies
Collaborate with Legal and Compliance teams to ensure regulatory alignment
Client Relationship Management
Lead the team in fostering strong, trust-based client relationships
Ensure timely and effective resolution of client issues with a high standard of in-person service
Host educational events and client engagement activities to enhance retention and identify upselling opportunities
Team Leadership & Development
Recruit, coach, and manage a high-performing branch team
Build a results-oriented and collaborative team culture
Design and implement ongoing training in compliance, product knowledge, and client servicing
Performance Monitoring & Analysis
Track and analyze key performance indicators (client growth, sales metrics, service satisfaction)




Derive actionable insights from data and market trends to improve branch effectiveness
Work cross-functionally with marketing, product, and tech teams to refine branch-level strategy
Marketing & Community Engagement
Lead in-store promotions, workshops, and local roadshows
Support brand positioning efforts through strategic marketing partnerships
Represent moomoo in community and industry events to attract high-net-worth individuals and strategic partners
5–8 years of experience
in financial services, ideally within retail brokerage, wealth management, or in-store financial sales; candidates with regular investment habits are highly preferred
Proven track record
of managing physical store operations and leading frontline teams
Robust leadership and people management
skills with the ability to inspire and drive team performance
In-depth understanding
of financial markets, trading platforms, and investment products
Knowledge of regulatory and compliance requirements
relevant to the country of operation
RG 146 certification
is essential for this role; candidates without certification must be willing to obtain it (sponsorship provided by the company)
Native-level proficiency in English
; business-level proficiency in a second language (e.g. Mandarin or Cantonese) is a strong plus
Flexibility to work
shifts, including weekends and public holidays as required
Experience in high-growth or start-up environments
is highly regarded
Proven ability to work effectively in
global teams and multicultural settings
Strong
project management and problem-solving skills
Demonstrated success in driving
cross-functional initiatives
and collaboration across departments

📌 Branch Manager (Investment Brokerage) (Sydney)
🏢 moomoo
📍 Sydney