About the role
AI summarisedSenior Wealth Advisor role at Syfe in Singapore.
Wealth ManagementOnsiteInvestments & Advisory
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.
Requirements
- 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.