Senior Wealth Advisor for HNW & Affluent Clients

Syfe; Singapore; On-site; SGD 80,000 - 160,000; Full time

Job summary

Syfe, APAC's leading digital wealth platform, seeks a driven Senior Wealth Advisor to acquire and grow relationships with affluent and HNW clients. You will deliver curated investment advice, using Syfe’s model portfolios and customised solutions, while serving as the primary contact for all advisory matters.

Join a fast-growing team that works closely with investment, product, and marketing to refine targeting, onboarding journeys, and client experiences across Asia-Pacific.

Qualifications

• 1-3 years of experience in wealth management, sales, or advisory roles focusing on affluent/HNW clients.
• Proven track record in acquiring clients and growing wallet share through consultative advisory.
• Strong interpersonal and presentation skills that inspire confidence.

Responsibilities

• Build and grow a pipeline of affluent and accredited clients.
• Drive client acquisition and AUM growth by presenting Syfe’s investment proposition.
• Deliver investment advice using Syfe's models and customised solutions.
• Be the primary contact for advisory and investment matters.
• Collaborate with investment, product, and marketing teams on campaigns and onboarding.
• Prepare financial proposals and portfolio diagnostics aligned with client goals.
• Stay informed on market trends and regulatory changes.

Skills

Client acquisition

AUM growth

Consultative advisory

Interpersonal skills

Presentation skills

Fintech interest

Tools

Digital advisory tools

Job description

Syfe, APAC's leading digital wealth platform, seeks a driven Senior Wealth Advisor to acquire and grow relationships with affluent and HNW clients. You will deliver curated investment advice, using Syfe’s model portfolios and customised solutions, while serving as the primary contact for all advisory matters.

Join a fast-growing team that works closely with investment, product, and marketing to refine targeting, onboarding journeys, and client experiences across Asia-Pacific.