About Syfe
Syfe is a digital investment platform with a mission to empower people to grow their money confidently, and choose the future they want to live. 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 100,000 investors trust Syfe to grow their wealth.
Since its founding, Syfe has raised US $52.4 million from world-class investors. The company has won multiple awards including WealthTech of the Year 2023 and Personal Finance Tech of the Year by Asia FinTech Awards. Syfe was also recognized as one of the Top LinkedIn Startups in Singapore 2022.
Find out more about us at www.syfe.com.
The Right Profile
The Wealth Advisor is an important role of the company as he/she is responsible for giving clients wealth planning and investment advice via our wealthtech platform.
Responsibilities
- Implement strategies and sales processes to identify, target and acquire clients across wealth spectrums
- Conduct goal based financial planning sessions for clients by analysing their financial statuses (e.g. income, expenses and liabilities), identifying needs & investment gaps and providing sound advice to grow their wealth
- Provide market color, advice clients on asset allocation using in-house proprietary tools and develop investment proposals / strategies to help clients implement their plans
- Deliver advice at scale using digital tools such as short video formats, webinars, blog articles and community engagement channels
- Engage in business development activities, including client presentations, demonstrations, proposal writing and meetings
- Work cross-functionally with the product/marketing teams to scope and drive initiatives that enhance the financial journeys of our clients and guide them to invest more confidently leading to growing wallet share
Minimum Qualifications
- Bachelor Degree with solid experience in customer experience/ banking industry
- CFP / CFA qualification preferred
- Proficiency in both spoken and written English and Mandarin
- Strong self-motivation and ability to work independently
- 3-5 years of experience preferred
- Strong understanding of tech start-ups and financial markets
Preferred Skills
- Proven sales track record, results driven, persistent and good time management skills
- Strong investment acumen, deep passion for financial markets with an effective combination of analytical and interpersonal skills
- Ability to develop deep client relationships with holistic advisory leading to growing wallet share
- Strong communication and presentation skills to consistently influence and win business
- An excellent understanding of financial planning, wealth management and understanding client needs
