Senior Wealth Advisor - Singapore

Build and grow a personal pipeline of affluent and accredited clients

As a Senior Wealth Advisor at Syfe, you will build and grow a personal pipeline of affluent and accredited clients through referrals, partnerships, and business development activities. You will drive new client acquisition and AUM growth by delivering Syfe's investment proposition clearly and credibly, while delivering curated investment advice and portfolio recommendations using Syfe's model portfolios, thematic strategies, and customised sol...

Why This Role?

Opportunity to help shape the future of wealth in Asia with a leader in WealthTech managing over US$10 billion in assets

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 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 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

Requirements

5+ years of experience in wealth management, sales, or investment advisory 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 ability to inspire confidence and trust among sophisticated investors
Results-oriented and self-motivated approach to work
Stay up to date with market trends, portfolio strategy developments, and regulatory changes