Wealth Management & Financial Advisory·Posted on Nov 9·
Full-timeSingaporeNo salary listedIn-person
About the Job
Requirements
A bachelor's degree in finance, business, or a related field is required.
At least 2 years of client-facing experience in financial services, such as wealth management, banking, brokerage, insurance, or financial advisory, is required.
Candidates must be eligible to be registered as an appointed representative with MAS, with relevant CMFAS modules passed or willingness to complete them.
Candidates must have excellent written and spoken English and Chinese, including Mandarin, to serve Mandarin-speaking clients.
Candidates must be able to explain financial concepts simply and confidently to clients from different backgrounds.
Candidates must be organised and disciplined in following up with clients and keeping records.
Responsibilities
Engage existing clients by phone, email, and in person to introduce wealth advisory services and build lasting relationships.
Understand each client's goals, risk appetite, and investment experience through structured conversations.
Recommend suitable investment solutions and explain them in clear and simple terms.
Guide clients through onboarding, suitability assessments, and order placement.
Work with investment and product specialists to deliver market updates and product insights to clients.
Keep accurate client records and follow all regulatory and compliance requirements.
Assist with other ad hoc duties as assigned.
Desired Qualifications
Experience with investment products such as mutual funds or structured products is an advantage.
About Us Longbridge is a digital investment platform that gives investors access to global markets and a growing range of wealth products. In Singapore, we are building a wealth advisory service that pairs our technology with personal, human advice. We believe great advice should be clear, honest and easy to act on. Join us as we grow our wealth business in one of Asia's leading financial hubs.
About the Role As a Wealth Advisor, you will be the trusted first point of contact for our clients, helping them understand their options and find investment solutions that suit their goals. You will work closely with the Wealth Advisory Team Lead and with our investment and product specialists, who provide research, product materials and ongoing training. Your strength is taking that content and explaining it in a way clients can easily understand. Responsibilities
Engage existing clients by phone, email and in person to introduce our wealth advisory services and build lasting relationships
Understand each client's goals, risk appetite and investment experience through structured conversations
Recommend suitable investment solutions and explain them in clear and simple terms
Guide clients through onboarding, suitability assessments and order placement
Work with our investment and product specialists to deliver market updates and product insights to clients
Keep accurate client records and follow all regulatory and compliance requirements
Assist in other ad-hoc duties as assigned
Requirements
Bachelor's degree holder in finance, business or a related field
Minimum 2 years of client-facing experience in financial services, such as wealth management, banking, brokerage, insurance or financial advisory
Experience with investment products such as mutual funds or structured products is an advantage
Ability to explain financial concepts simply and confidently to clients of different backgrounds
Strong communication and relationship-building skills, with a proactive, client-first attitude
Organised and disciplined in following up with clients and keeping records
Eligible to be registered as an appointed representative with MAS, with relevant CMFAS modules passed or a willingness to complete them
Excellent command in both written and spoken English and Chinese (including Mandarin to serve Mandarin-speaking clients)