About the role
Senior Wealth Advisor - Singapore role based on the published job description. Key responsibilities and requirements were extracted directly from the posting for quick review.
Wealth ManagementOnsiteInvestments & Advisory
Key Responsibilities
- 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.
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.
- 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.