Wealth Advisor
Wealth Advisor
Longbridge- Posted 11 hours ago
- Be among the first 10 applicants
Job Description
Job Description
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
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
- 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)
More Info
Key Skills
About Company
Asset & Wealth Management, Private Wealth Advisor, Executive Director, SingaporeGoldman Sachs (Singapore) Pte
G
Skills:
Derivatives, Warrants, Bonds, Mutual Funds, investment products, Fixed Income, Equities
Premier Private Client - Client Advisor, International Wealth, Global Consumer Financial ServicesOcbc Bank
Skills:
investment products, Hi, wealth management sales, Treasury Products, Bancassurance, banking products and services, CACS Paper 1, unit trusts