Strategic Wealth Advisory Intern

SYFE PTE. LTD.; Singapore; On-site; SGD 20,000 - 27,000; Full time

Job summary

Syfe is APAC's largest and fastest-growing digital wealth platform, seeking a Wealth Management Intern to assist the Advisory team with client services, lead generation, and material preparation. The role involves supporting KYC/AML processes, portfolio materials, and event logistics for a six-month full-time commitment.

You will collaborate with Syfe Advisors, help scale advisory efforts with AI-driven automation, and contribute to client outreach and market commentary activities.

Qualifications

• Strong attention to detail and organization.
• Analytical mindset with data interpretation.
• Client-driven with focus on service quality.
• Team player with initiative and independence.

Responsibilities

• Generate new leads and enrich lead data to support advisory outreach
• Maintain and update lead and client data in CRM tools to ensure accuracy and completeness
• Curate lists of existing clients to identify rapport-building and engagement opportunities
• Support Syfe Advisors with client portfolio allocation queries and prepare investment materials tailored to client requirements
• Partner with the Marketing team on client outreach and help scale advisory efforts through AI-driven automation
• Support KYC/AML compliance processes, including risk assessments and case management for Accredited Investor applications
• Produce recurring investment content, including monthly portfolio factsheets and market commentary
• Design marketing assets in Figma for product campaigns and client-facing materials
• Assist with client event planning and logistics
• Support the Head of Investment Advisory on ad hoc projects and strategic initiatives

Skills

Lead generation

CRM data management

KYC/AML basics

Analytical thinking

Tools

Figma

Job description

Syfe is APAC's largest and fastest-growing digital wealth platform, seeking a Wealth Management Intern to assist the Advisory team with client services, lead generation, and material preparation. The role involves supporting KYC/AML processes, portfolio materials, and event logistics for a six-month full-time commitment.

You will collaborate with Syfe Advisors, help scale advisory efforts with AI-driven automation, and contribute to client outreach and market commentary activities.