Job Description
About Us
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 seamlessly across major global exchanges including the US, Hong Kong, and Singapore
Key Responsibilities- Investment Advisory: Provide professional advisory services to clients on public/private funds, overseas derivatives, and other investment products, addressing inquiries with accuracy and clarity.
- Client Development: Identify and develop relationships with high-net-worth (HNW) potential clients while maintaining and deepening existing client partnerships to enhance long-term collaboration.
- Asset Allocation: Design customized asset allocation plans incorporating diversified financial products, aligned with clients’ risk appetites and financial objectives.
- Portfolio Monitoring: Monitor market trends and client portfolio performance, conducting regular reviews to optimize investment strategies.
- Transaction Support: Assist clients in executing subscription, redemption, and other transactional processes, ensuring compliance and operational efficiency.
- Compliance & Risk Control: Strictly adhere to regulatory requirements (e.g., SFC guidelines) and internal compliance policies to mitigate operational risks
Requirements- Education & Eligibility: Bachelor’s degree or above, with legal eligibility to work in Hong Kong.
- Experience: Minimum 5 years of experience in the financial industry, preferably with exposure to fund/derivatives services.
- Industry Knowledge: Solid financial knowledge to interpret product rules and market dynamics effectively.
- Languages: Proficiency in both written and spoken English and Chinese (Mandarin). Cantonese language skills are highly advantageous.
- Credentials: Professional qualifications such as CFA or CFP are strongly preferred.
- Core Attributes: High integrity, strong sense of responsibility, resilience under pressure, and excellent teamwork spirit.
