Wealth Management Intern (Dec 2026 Start) - Singapore

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, 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/lateDec 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.