Wealth Advisor — Client-First Investment Guidance

Longbridge

Singapore

Sur place

SGD 60 000 - 90 000

Plein temps

Il y a 4 heures

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Résumé du poste

Longbridge in Singapore is seeking a Wealth Advisor to be the trusted first point of contact for clients, explaining investment options and tailoring solutions to goals. You will collaborate with the Wealth Advisory Team Lead and product specialists to deliver clear, actionable guidance.

The role requires a finance degree, at least two years in financial services, and Mandarin-language capability to serve Mandarin-speaking clients.

Qualifications

Bachelor's degree in finance, business or related field.
Minimum 2 years of client-facing experience in financial services.
Experience with mutual funds or structured products is an advantage.
Ability to explain financial concepts clearly to clients.
Willingness to obtain MAS appointed representative status and CMFAS modules.
Fluency in English and Mandarin to serve Mandarin-speaking clients.

Responsabilités

Engage existing clients by phone, email and in person to introduce wealth advisory services.
Understand clients' goals, risk appetite and experience through structured conversations.
Recommend suitable investment solutions and explain them in clear terms.
Guide clients through onboarding, suitability assessments and order placement.
Work with investment and product specialists to deliver market updates and product insights.
Keep accurate client records and comply with regulatory requirements.
Assist in other ad-hoc duties as assigned.