About this role
About Longbridge Cafe
Longbridge Café is Asia’s pioneering "Investing + Lifestyle" flagship store, redefining traditional brokerages. Through specialty coffee, community events, and financial talks, it seamlessly integrates investing into everyday life for a new generation of modern investors
About Role
As a Customer Experience Specialist (Financial Advisor) at our flagship Longbridge Cafe, you will sit at the unique intersection of premium lifestyle and innovative wealth management. Moving away from traditional, rigid banking environments, you will act as the resident financial expert in a welcoming, community-centric space. Your mission is to deliver seamless, high-touch financial consultation and operational support, helping clients navigate Longbridge’s ecosystem of products. By building high-trust relationships, you will drive business growth, champion financial literacy, and seamlessly turn cafe visitors into lifelong platform users
Key Responsibilities
1. Personalized Financial Advisory & Onboarding
Requirements
Longbridge Café is Asia’s pioneering "Investing + Lifestyle" flagship store, redefining traditional brokerages. Through specialty coffee, community events, and financial talks, it seamlessly integrates investing into everyday life for a new generation of modern investors
About Role
As a Customer Experience Specialist (Financial Advisor) at our flagship Longbridge Cafe, you will sit at the unique intersection of premium lifestyle and innovative wealth management. Moving away from traditional, rigid banking environments, you will act as the resident financial expert in a welcoming, community-centric space. Your mission is to deliver seamless, high-touch financial consultation and operational support, helping clients navigate Longbridge’s ecosystem of products. By building high-trust relationships, you will drive business growth, champion financial literacy, and seamlessly turn cafe visitors into lifelong platform users
Key Responsibilities
1. Personalized Financial Advisory & Onboarding
- Guide & Onboard: Provide premium, face-to-face assistance with account registration, fund deposits, and platform walkthroughs.
- Tailored Solutions: Proactively engage with visitors to diagnose their financial goals and introduce customized wealth management solutions.
- Client Advocacy: Deliver world-class customer service, handling inquiries spanning both in-store experiences and complex financial processes.
- Retention & Growth: Cultivate client loyalty through proactive follow-ups and strategic product cross-recommendations.
- Vibe Alignment: Maintain an approachable yet deeply professional demeanor that complements the cafe’s upscale, casual atmosphere.
- Drive KPIs: Consistently meet and exceed individual and team targets for user acquisition, asset growth, and retention.
- Strategic Input: Participate in regular performance analysis and contribute innovative ideas to optimize sales conversion and service delivery.
- Bridge the Experience: Partner closely with the Barista/Cafe team to seamlessly transition guests from "coffee drinkers" to "financial service users."
- Store Synergy: Collaborate with the Store Manager and marketing operations to maximize foot traffic, user growth, and store satisfaction scores.
- Event Activation: Spearhead and support in-store marketing campaigns, lifestyle events, and community initiatives.
- Empower the Community: Host and facilitate small-scale "Financial Literacy" workshops and interactive seminars to raise brand awareness.
- Market Insights: De-clutter complex market trends for everyday consumers, positioning Longbridge as a transparent, educational partner.
- Regulatory Compliance: Strictly adhere to internal compliance policies and regional financial regulatory frameworks.
- Data Security: Maintain the utmost confidentiality and security of customer data, executing strict privacy protection protocols
Requirements
- Industry Experience: 1–3 years of proven experience in banking, wealth management, financial services, or fintech.
- Client-Facing Success: A strong track record in relationship management or consultative sales, with a knack for translating financial complexities into clear, actionable advice.
- Agility: Experience working in fast-paced, evolving environments with a history of successful cross-departmental teamwork.
- Customer-Centric Mindset: Highly analytical regarding user needs; obsessed with creating friction-free client journeys.
- Interpersonal Excellence: A natural relationship builder who establishes trust effortlessly across diverse demographics.
- Cultural Adaptability: Passionate about community engagement and energized by a "casual-professional" environment that flips traditional banking on its head.
- Education: Bachelor’s degree or above, preferably in Finance, Economics, Business Administration, or a related discipline.
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