About Us

Longbridge is an AI-Powered online brokerage that serves global investors with optimal trading experiences through building worldwide trading infrastructure and networks. Established in March 2019, Longbridge holds 22 financial licenses and qualifications across the United States, Singapore, Hong Kong, New Zealand and other regions, having secured over US $150 million in strategic investments from major financial and investment institutions. Its subsidiary, Longbridge Securities (Hong Kong) Limited (CE No.: BPX066), holds Type 1, 2, 4, and 9 licenses issued by the Hong Kong Securities and Futures Commission (SFC).

Key Responsibilities

Provide professional advisory services to clients on public/private funds, overseas derivatives, and other investment products, addressing inquiries with accuracy and clarity.
Identify and develop relationships with high-net-worth potential clients while maintaining and deepening existing client partnerships to enhance long-term collaboration.
Design customized asset allocation plans incorporating diversified financial products, aligned with clients’ risk appetite and financial objectives.
Monitor market trends and client portfolio performance, conducting regular reviews to optimize investment strategies.
Assist clients in executing subscription, redemption, and other transactional processes, ensuring compliance and operational efficiency.
Strictly adhere to regulatory requirements (e.g., SFC guidelines) and internal compliance policies to mitigate operational risks

Requirements

Bachelor’s degree or above, with legal eligibility to work in Hong Kong. Proficiency in both English and Chinese (written and spoken)
Minimum 5 years of experience in the financial industry, preferably with exposure to fund/derivatives services. Solid financial knowledge to interpret product rules and market dynamics effectively
Professional qualifications such as CFA or CFP are highly preferred. Cantonese language skills are an advantage
High integrity, strong sense of responsibility, resilience under pressure, and excellent teamwork spirit

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