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Senior Wealth Advisor - Singapore

Tingkatkan aset manajemen klien kaya dengan Syfe

Sebagai Senior Wealth Advisor, Anda akan membangun dan mengembangkan hubungan dengan klien kaya dan high-net-worth. Anda akan menggunakan platform investasi Syfe untuk memberikan nasehat investasi yang disesuaikan dan meningkatkan aset manajemen klien. Anda akan bekerja sama dengan tim investasi, produk, dan pemasaran untuk meningkatkan strategi dan perjalanan onboarding.

Kenapa Menarik?

Bergabung dengan Syfe untuk mempengaruhi masa depan manajemen kekayaan di Asia

Tanggung Jawab Utama

  • Membangun dan mengembangkan pipa klien pribadi melalui referensi, mitra, dan aktivitas pengembangan bisnis
  • Meningkatkan penambahan klien baru dan pertumbuhan aset manajemen dengan menyampaikan proposisi investasi Syfe
  • Memberikan nasehat investasi yang disesuaikan dan rekomendasi portofolio menggunakan model portofolio Syfe
  • Bertindak sebagai titik kontak utama klien untuk semua masalah nasehat dan investasi
  • Bekerja sama dengan tim investasi, produk, dan pemasaran untuk meningkatkan strategi dan perjalanan onboarding

Persyaratan

  • Pernah bekerja di bidang manajemen kekayaan, penjualan, atau nasehat investasi selama 5+ tahun
  • Memiliki catatan sukses dalam penambahan klien dan pertumbuhan aset melalui nasehat konsultatif
  • Memiliki keterampilan interpersonal dan presentasi yang kuat untuk mempengaruhi investor yang cerdas
  • Orientasi hasil, mandiri, dan nyaman dengan target yang tinggi

Skills Wajib

wealth managementinvestment advisoryclient acquisitionfinancial planningcommunicationsales

Konteks Indonesia

Overlap Jam Kerja:
Fleksibel — atur jam kerjamu sendiri
Lihat selisih gaji remote (USD) vs lokal →

Keywords

wealth managementinvestment advisoryclient acquisitionaffluent clientshigh-net-worthfinancial advisoryremotefull-timeasia-pacificsyfe
Lihat Deskripsi Asli dari Manatal Career Pages

Deskripsi asli dari Manatal Career Pages

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 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. This is a front-line role where you will be responsible for driving AUM growth, acquiring new clients, and delivering personalised advisory backed by Syfe's institutional-grade investment platform and proprietary portfolios. If you're passionate about the markets, confident in engaging sophisticated clients, and excited by the opportunity to help shape the future of wealth in Asia, we'd love to hear from you. 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 5+ 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. Preferred Qualifications 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.

Konteks Gaji

Posisi Marketing serupa di LokerDollar dibayar sekitar $150k/yr (kisaran $25.543k–250k/yr, dari 27 listing aktif).

Perekrutan di Syfe

Syfe punya 21 lowongan aktif lain di LokerDollar dan telah merekrut di sini sejak 10 Agu 2026 — di kategori Marketing, Product, Engineering.

Lihat semua lowongan Syfe →
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Perusahaan
Syfe
Sumber
Manatal Career Pages
Tipe Pekerjaan
full time
Lokasi
Remote
Kategori
Level
senior
DipostingNew
10 Agu 2026

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