About the role
AI summarisedWealth Advisory Director role at Syfe in Singapore.
Wealth ManagementOnsiteInvestments & Advisory
Key Responsibilities
- Team Leadership & Governance: Lead the wealth advisory team by mentoring talent and raising the bar for advisory quality while ensuring all operations remain strictly compliant with regional regulatory standards.
- Strategic Growth & Platform Scalability: Define Syfe's end-to-end HNW strategy and business plan while collaborating with product teams to digitise and scale advisory services for the mass affluent segment.
Requirements
- 8–12+ years of experience in wealth management, investment advisory, or client-facing / sales roles, with strong exposure to HNW clients and proven experience mentoring or leading advisory teams.
- Proven track record in client acquisition and AUM growth, with the ability to independently originate opportunities.
- Strong grounding in markets, financial products, and portfolio allocations, with the ability to engage in sophisticated investment discussions.
- Demonstrated ability to lead initiatives, influence stakeholders, and contribute at a strategic level.