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Strategic Investment Advisor

3 weeks ago

Singapore beBeeWealth Full time $90,000 - $120,000
Expert Advisor Opportunity">">

At Syfe, we are on a mission to empower individuals to grow their wealth for a better future. Our cutting-edge digital investment platform combines world-class financial expertise with best-in-class technology talent.

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As an Expert Advisor, you will play a crucial role in driving AUM growth and acquiring new clients across the affluent and high-net-worth segments. You will be responsible for delivering personalized advisory services backed by Syfe's institutional-grade investment platform and proprietary portfolios.

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  • Build and grow a personal pipeline of affluent and accredited clients through referrals, partnerships, and business development activities.">
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  • Drive new client acquisition and AUM growth by delivering Syfe's investment proposition clearly and credibly.">
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  • Deliver curated investment advice and portfolio recommendations using a mix of Syfe's model portfolios, thematic strategies, and customized solutions.">
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  • Serve as the client's primary point of contact for all advisory and investment-related matters.">
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  • Work closely with the investment, product, and marketing teams to refine targeting, campaigns, and onboarding journeys.">
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  • Develop financial proposals, portfolio diagnostics, and implementation plans in line with client goals.">
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  • Stay up to date with market trends, portfolio strategy developments, and regulatory changes.">
">Requirements">
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  • 5+ years of experience in a wealth management, sales, or investment advisory role covering affluent and/or high-net-worth clients.">
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  • Proven track record in client acquisition and growing wallet share through consultative advisory.">
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  • Strong interpersonal and presentation skills, with the ability to inspire confidence and trust among sophisticated investors.">
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  • Results-oriented, self-motivated, and comfortable in a dynamic, high-growth environment.">
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  • MAS-licensed or eligible under the Financial Advisers Act.">
">What We Offer">
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  • Autonomy and creativity in a flat, fast-moving culture.">
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  • Gain regional exposure and the opportunity to become a leading voice in Asia's wealth.">
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We believe in the power of diversity and are dedicated to creating a welcoming and innovative environment for all our employees. We welcome applications from candidates of all backgrounds and provide equal employment opportunities without discrimination.

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