About the role
About us Endowus is an award-winning independent fee-only wealth & fund platform. Licensed in Singapore (MAS 101051) and Hong Kong (SFC BQR225), Endowus is the first digital advisor in the region to span private wealth and public pension (CPF & SRS in Singapore). We proudly serve as a fund investment platform and fiduciary advisor to over 250,000 individuals, family offices, charities, endowments, and institutions. Today, we work with 80+ global leading asset managers across major asset classes – public markets, private markets, hedge funds and alternatives – and make it our job to assess and access their Best-in-Class funds, and advise clients on how to invest in these funds to reach their goals. Our mission is clear: help people invest better so they can live easier today, and better tomorrow.
The team has deep domain knowledge in finance and technology, bringing together decades of experience from various banks and tech companies. We treasure our diversity in background and experience, and we look for people who share these beliefs in our mission. Roles &
Responsibilities Build, shape and grow the Endowus Singapore business in line with our mission and values. Client-centric: You will be on the front lines, advising prospective and current clients, and delivering the highest level of client experience via multiple channels including phone, email, online and in-person Play a key role in onboarding new clients and nurturing existing clients, and help them with questions ranging from financial advisory to operational and administrative matters. Wealth advisory: Advise clients on their investment needs in a holistic manner and guide them through our investment solutions, and build long-term client relationships. Collaboration: Share the voice of the client to the broader company, offering insights to all areas of the business to help build a better product and experience. Collaborate with internal teams, e.g. Product, Operations and Investment Office, to improve the client experience and provide input on new product/investment initiatives.
