Wealth Management Operations Associate

Longbridge Singapore; Singapore; On-site; SGD 50,000 - 80,000; Full time

Job summary

Longbridge Singapore is seeking a Wealth Management Operations Associate to support end-to-end operations for structured products and hedge funds, ensuring accurate trade booking, onboarding, lifecycle management, settlement, reconciliation, and regulatory compliance. The role collaborates across Front Office, Risk, Compliance, and external counterparties to ensure smooth post-trade processes.

You will work with Investment/Product teams and Custody to maintain data integrity and drive process

Qualifications

• 1–3 years of operations, fund administration, or back office experience in wealth/asset management or fund services.
• Good understanding of structured products and hedge fund structures.
• Familiarity with trade lifecycle processes, settlement, custody, and cash management.

Responsibilities

• Support the execution of structured products and onboarding of hedge funds, including accurate trade verification and settlement.
• Perform daily reconciliations between internal systems, custodians, and counterparties; investigate breaks and resolve issues.
• Maintain records of positions, cash flows, and valuations; escalate risks, exceptions, or breaches where needed.
• Coordinate with Relationship Managers, Investment Advisors, and Product teams; respond to operational inquiries from internal stakeholders and clients.

Skills

Operations experience

Back office support

Stakeholder communication

Education

Bachelor’s degree in Finance/Business/Accounting/Economics

Job description

Longbridge is a next-generation social-oriented wealth management platform dedicated to redefining the investing experience for the digital age. Headquartered in Singapore, we combine cutting-edge financial technology with a vibrant social ecosystem to empower investors of all levels to navigate global markets with confidence. Founded by a team of veterans from top-tier technology and financial institutions, our mission is to make high-quality financial services more accessible, transparent, and collaborative. Our platform integrates real-time market data, institutional-grade trading tools, and a community-driven insights engine, allowing users to trade across major global exchanges including the US, Hong Kong, and Singapore.

Job Summary

The Wealth Management Operations Associate is responsible for the end-to-end operational support of structured products and hedge fund investments offered to wealth management clients, ensuring accurate trade booking, funds onboarding, lifecycle management, settlement, reconciliation, and regulatory compliance. The role works closely with Front Office, Investment/Product teams, Risk, Finance, Compliance, Custody, and external counterparties to ensure smooth execution and post-trade processing.

Job Responsibilities

Transaction Support & Product Lifecycle Management

• Support the execution of structured products and onboarding of hedge funds.
• Maintain static data and investor records in internal systems.
• Ensure timely trade verification and settlement of transactions.
• Support ongoing lifecycle management of structured products and hedge funds.

Operational Control & Compliance

• Perform daily/periodic reconciliations between internal systems, custodians, and counterparties.
• Investigate and resolve breaks, discrepancies, and failed settlements in a timely manner.
• Maintain accurate records of positions, cash flows, and valuations.
• Escalate operational risks, exceptions, or breaches promptly.
• Assist with internal audits, external audits, and regulatory or management reporting.

Stakeholder Coordination

• Act as an operations liaison for Relationship Managers, Investment Advisors, and Product teams.
• Coordinate with fund administrators, custodians and external service providers.
• Respond to operational inquiries from internal stakeholders and, where required, clients.

Process Improvement & Workflow Controls

• Identify operational inefficiencies and propose process enhancements or automation.
• Assist in system enhancements, UAT testing, and implementation of new products or platforms.
• Contribute to the development and maintenance of standard operating procedures (SOPs).

Requirements & Qualifications

• Bachelor’s degree in Finance, Business, Accounting, Economics, or a related discipline.
• 1–3 years of experience in operations, fund administration, or back office roles within wealth management, asset management, or fund services.
• Good understanding of structured products and hedge fund structures.
• Familiarity with trade lifecycle processes, settlement, custody, and cash management.
• Experience with investment operations systems, fund administrators and custodians.
• Willingness to learn new products and adapt to regulatory or business