Investment Advisor

MetaComp; Hong Kong; On-site; HKD 900,000 - 1,200,000; Full time

Benefits offered by this job

Competitive base salary

Performance-linked bonus

Exposure to AI and new-economy deal流

Job summary

Alpha Ladder Group in Singapore seeks an Investment Advisor to support Relationship Managers in selling wealth investment products to high-net-worth individuals, family offices and corporate clients. You will explain products, prepare client proposals and assist in deal closure, without owning client relationships.

You will focus on fixed-income products, tokenised US equities, external funds and RWA assets, serving Asia-wide clients and contributing to product positioning and training for RMs

Qualifications

• 3–6 years in wealth / priority-banking with a proven sales record.
• Solid knowledge of fixed income, funds and structured products; crypto/ tokenised assets is a plus.
• Experience serving HNWI and family-office clients in HK or SG.

Responsibilities

• Act as product specialist for Wealth shelf: fixed-income, tokenised equities, external funds and RWA products.
• Prepare product briefs, FAQs and client materials with the Product team.
• Join RM client meetings to present products and address questions.

Skills

Sales targets

Presentation skills

Communication

Fluent Eng & Mandarin

High energy / results-driven

Education

Bachelor's degree in finance/economics

CFA or equivalent (advantage)

Job description

Alpha Ladder Group is a Singapore-headquartered fintech group established in 2018, serving internationally expanding enterprises across financing, payments, wealth and risk management. The Group's wealth business, Alpha Ladder WealthX, serves founders, corporate treasuries, family offices and institutional investors across Asia with a product shelf spanning fixed-income products, tokenised US equities, external funds and real-world asset (RWA) products.

Role Summary

The Investment Advisor is a product specialist supporting Relationship Managers in selling the Group's key wealth investment products to high-net-worth individuals, family offices and corporate clients. The role works alongside RMs in client meetings, explains products and structures, builds client proposals and supports deal closing. The role does not own client relationships.

Key Responsibilities

• Act as the product specialist for the Wealth product shelf: fixed-income products (FIP), tokenised US equities, external funds and RWA products
• Maintain in-depth knowledge of product terms, underlying assets, risk features and documentation
• Prepare product briefs, FAQs and client-facing materials with the Product team
• Client support with RMs
• Join RM client meetings to present products, answer questions and address client concerns
• Prepare investment proposals and allocation suggestions based on client needs and risk appetite
• Support onboarding, suitability and documentation steps with Compliance and Wealth Admin
• RM enablement
• Deliver product training and sales guidance to RMs across Hong Kong and Singapore
• Collect client and RM feedback and pass it to the Product team for product improvement
• Market and client insight
• Track market developments, competitor products and client demand in the HNWI and family-office segment
• Contribute to product positioning and new product ideas
• Compliance
• Conduct all activities in line with regulatory requirements in Hong Kong and Singapore, including professional-investor and suitability rules

Requirements

• 3 to 6 years of experience as a wealth / priority-banking relationship manager or investment counsellor at an international bank (e.g. Standard Chartered, Citi, HSBC), with a track record of meeting sales targets
• Solid knowledge of fixed income, funds and structured products; knowledge of digital assets or tokenised products is an advantage
• Experience serving HNWI and family-office clients in Hong Kong or Singapore
• Energetic, hands-on and target-driven; comfortable in a fast-moving, less structured environment; strong presentation skills and able to explain complex products in plain language
• Fluent in English and Mandarin; Cantonese is an advantage
• Bachelor's degree in finance, economics or a related field; CFA or equivalent is an advantage
• SFC Type 1 / Type 4 licensing eligibility or existing licence is an advantage

What We Offer

• A front-line role in a fast-growing Asia wealth platform at the frontier of innovation and capital
• Exposure to AI, compute, new energy and other new-economy deal flow
• Competitive base salary and performance-linked bonus

We are committed to creating an inclusive workplace where every individual feels respected, valued, and empowered to contribute. We celebrate diversity in all its forms—background, ethnicity, gender, identity, orientation, experience, and thought—and believe it strengthens our culture and our work. We are proud to be an equal opportunity employer and do not discriminate on the basis of race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, or any other protected characteristic.