Wealth Management Intern (Dec 2026 Start) - Singapore

Syfe; Singapore; Presencial; SGD 20.000 - 27.000; Jornada completa

Descripción de la vacante

Syfe, APAC's leading digital wealth platform, seeks a Wealth Management Intern to assist Advisors in serving clients, preparing investment materials, and generating new leads. You will support CRM data accuracy, client outreach, and AI-driven advisory automation while contributing to KYC/AML processes and producing market content.

The role offers a full-time, 5-days-per-week commitment for at least 6 months, with a preferred start by mid/late Dec 2026 in Singapore.

Formación

• Meticulous with strong attention to detail.
• Analytical mindset with ability to interpret data and draw insights.
• Client-driven with focus on delivering quality service.
• Strong interpersonal and written/verbal communication skills.
• Collaborative team player who can also work independently.
• Willingness to learn design tools such as Figma for client materials.

Responsabilidades

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

Conocimientos

Attention to detail

Analytical mindset

Client-driven

Interpersonal communication

Collaborative

Figma (design tool)

Herramientas

Figma

Descripción del empleo

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's Investment & Advisory team combines a wealth of experience in advising clients across the wealth spectrum and building tailored investment strategies geared to achieve their financial goals.

The Wealth Management Intern will assist the Syfe Advisors in building solutions to better service existing clients, making investment presentations, generating new leads and providing value added information about them.

Key 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

Preferred Qualifications

• Meticulous with strong attention to detail
• Analytical mindset with the ability to interpret data and draw meaningful insights
• Client-driven with a strong focus on delivering quality service and positive outcomes
• Strong interpersonal and communication skills, both written and verbal
• A collaborative team player who can also work independently and take initiative
• Basic knowledge of or open to learning design tools such as Figma for client presentation and materials

Additional Notes

Commitment period: full-time, 5 days per week for a minimum of 6 months

Preferred start date: by mid/late Dec 2026

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.