Wealth Advisor - Singapore

Syfe Private Limited; Hong Kong; Presencial; HKD 400 000 - 620 000; Tempo integral

Resumo da oferta

Syfe Private Limited in Hong Kong seeks a Senior Wealth Advisor to acquire and grow relationships across affluent and HNW segments, including professionals, business owners, and accredited investors. You will drive AUM growth and deliver personalised advisory backed by Syfe’s institutional-grade investment platform and proprietary portfolios.

You’ll build a strong pipeline, convert referrals and partnerships, and present investment ideas with confidence, while coordinating with product and

Qualificações

• 1-3 years in wealth management, sales, or advisory for affluent/HNW clients.
• Proven track record in acquiring clients and increasing wallet share.
• Strong interpersonal and presentation skills to earn trust from sophisticated investors.
• MAS-licensed or eligible under Financial Advisers Act.

Responsabilidades

• Build and grow a personal pipeline of affluent and accredited clients via referrals and partnerships.
• Drive new client acquisition and AUM growth by presenting Syfe’s investment proposition clearly.
• Provide curated investment advice and portfolio recommendations using Syfe models and strategies.
• Be the primary contact for advisory and investment-related matters.
• Collaborate with investment, product and marketing teams on targeting and onboarding.
• Prepare financial proposals, portfolio diagnostics, and implementation plans.
• Stay updated on market trends, portfolio strategy developments, and regulatory changes.

Conhecimentos

Client acquisition

Wealth management

Relationship building

Consultative advisory

Presentations

Digital advisory tools

MAS-licensed eligibility

Ferramentas

CRM software

Fintech platforms

Descrição da oferta de emprego

Syfe is on a mission to transform how wealth is managed in Asia, and we are scaling up our team to serve a new generation of high-net-worth investors who value expertise, transparency, and digital-first convenience. We are looking for a driven and experienced Senior Wealth Advisor to focus on acquiring and growing relationships across the affluent and HNW segments - including professionals, business owners, and accredited investors.

This is a front-line role where you will be responsible for driving AUM growth, acquiring new clients, and delivering personalised advisory backed by Syfe’s institutional-grade investment platform and proprietary portfolios. If you’re passionate about the markets, confident in engaging sophisticated clients, and excited by the opportunity to help shape the future of wealth in Asia, we’d love to hear from you.

Key Responsibilities

• Build and grow a personal pipeline of affluent and accredited clients through referrals, partnerships, and business development activities.
• Drive new client acquisition and AUM growth by delivering Syfe’s investment proposition clearly and credibly.
• Deliver curated investment advice and portfolio recommendations using a mix of Syfe’s model portfolios, thematic strategies, and customised solutions.
• Serve as the client’s primary point of contact for all advisory and investment-related matters.
• Work closely with the investment, product, and marketing teams to refine targeting, campaigns, and onboarding journeys.
• Develop financial proposals, portfolio diagnostics, and implementation plans in line with client goals.
• Stay up to date with market trends, portfolio strategy developments, and regulatory changes.

Minimum Qualifications

• 1-3 years of experience in a wealth management, sales, or investment advisory role covering affluent and/or HNW clients.
• Proven track record in client acquisition and growing wallet share through consultative advisory.
• Strong interpersonal and presentation skills, with the ability to inspire confidence and trust among sophisticated investors.
• Results-oriented, self-motivated, and comfortable in a dynamic, high-growth environment.
• Familiarity with digital advisory tools and a strong interest in fintech or start-ups is a plus.
• MAS-licensed or eligible under the Financial Advisers Act.

Come As You Are

We believe in the power of diversity and are dedicated to creating a welcoming and innovative environment for all our employees. So we embrace and encourage applications from candidates of all backgrounds and provide equal employment opportunities for all.

Due to the volume of applications, we regret that only shortlisted candidates will be notified.