About Syfe
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.
About the Role
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.
Who You Are
- 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.
Why This Role Is Unique
- Be at the forefront of investment storytelling in the digital age.
- Shape how a new generation of investors builds long-term wealth.
- Work with a mission-driven team that combines deep investment expertise with cutting-edge technology.
- Operate with autonomy and creativity in a flat, fast-moving culture.
- Gain regional exposure and the opportunity to become a leading voice in Asia’s wealth space.
You will thrive at Syfe if:
- You take initiative, act with drive and lead with an owner's mindset.
- You prefer open communication, remain humble and see feedback as a tool for personal and professional development.
- You flourish in a fast-paced and ever-changing landscape, where ambiguity is an opportunity to demonstrate your critical thinking and growth-oriented mindset.
- You come as you are. At Syfe, we believe in the power of diversity and are dedicated to creating a welcoming and innovative environment for all our employees. We embrace and encourage applications from candidates of all backgrounds and provide equal employment opportunities without discrimination based on any personal characteristic or status protected by law. If you require any accommodations to ensure a comfortable and positive interview experience, please don't hesitate to reach out.
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.