Wealth Advisor - Singapore

Syfe; Singapore; Sur place; SGD 80 000 - 160 000; Plein temps

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Client acquisition

AUM growth

Consultative advisory

Interpersonal skills

Presentation skills

Fintech interest

Outils

Digital advisory tools

Description du poste

Syfe is APAC's largest and fastest-growing digital wealth platform, trusted with over US$10 billion in assets. We are fundamentally changing how hundreds of thousands of people across Asia-Pacific build wealth through a holistic approach to managing money rather than just pushing investment products. Backed by world-class investors and recognised as a leader in WealthTech, we are a team of passionate builders creating the future of wealth management.

The Right Profile

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.

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.