Senior Wealth Advisor for HNW AUM Growth

Syfe Pte. Ltd.; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

Syfe Pte. Ltd. seeks a Senior Wealth Advisor to acquire and grow relationships across the affluent and HNW segments in Asia-Pacific, serving professionals, business owners, and accredited investors.

You will drive new client acquisition and AUM growth, delivering personalised advisory backed by Syfe's investment platform and model portfolios, while partnering with investment, product, and marketing teams. Join a forward-looking fintech culture that values expertise, transparency, and

Qualifications

• 1–3 years in wealth management, sales or advisory for affluent/HNW clients.
• Proven track record in acquiring clients and growing wallet share.
• Strong interpersonal and presentation skills, confident with sophisticated investors.
• Results-oriented, self-motivated in a high-growth environment.
• Familiarity with digital advisory tools; fintech interest is a plus.
• MAS-licensed or FAA-eligible.

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 model portfolios and customised solutions.
• Serve as the client's primary point of contact for advisory and investment matters.
• Collaborate with investment, product, and marketing teams on targeting, campaigns, and onboarding.
• Develop financial proposals, portfolio diagnostics, and implementation plans aligned with client goals.
• Stay updated with market trends, portfolio strategy developments, and regulatory changes.

Skills

Affluent client advisory

Client acquisition

Relationship management

Education

MAS-licensed or FAA eligible

Job description

Syfe Pte. Ltd. seeks a Senior Wealth Advisor to acquire and grow relationships across the affluent and HNW segments in Asia-Pacific, serving professionals, business owners, and accredited investors.

You will drive new client acquisition and AUM growth, delivering personalised advisory backed by Syfe's investment platform and model portfolios, while partnering with investment, product, and marketing teams. Join a forward-looking fintech culture that values expertise, transparency, and