Senior Wealth Advisory Lead

About Syfe

Syfe is a digital investment platform with a mission to empower people to grow their wealth for a better future. Built on the pillars of advice, access and innovation, we cater to the full spectrum of an individual's wealth needs across diversified proprietary portfolios, cash management solutions and a state-of-the-art brokerage.

The Syfe team combines world-class financial expertise with best in-class technology talent. Excellence in execution is in our DNA and we offer equity ownership to all employees regardless of seniority and designation.

We are regulated by the financial authorities across Singapore, Hong Kong and Australia. In Singapore alone, where we are headquartered, over 250,000 investors trust Syfe to grow their wealth.

Since its founding, Syfe has raised US$132 million from world-class investors. The company has won multiple awards including Wealth Management Fintech of the Year by the Asian Banking and Finance Awards, as well as being recognized as one of the Top LinkedIn Startups in Singapore.

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 Advisory Lead 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

Why This Role Is Unique

You will thrive at Syfe if :

Recruiting Process (estimated duration : 4 to 6 weeks)

If your application is shortlisted, please expect :

Due to the volume of applications, we regret that only shortlisted candidates will be notified.

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