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

• 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.
  

Recruiting Process (estimated duration: 4 to 6 weeks)
If your application is shortlisted, please expect:

• Interview 1 (30 min) – Virtual introductory call with our People & Culture team
• Interview 2 (60 min) – Virtual/Onsite interview with the Hiring Manager
• Interview 3 (90 min) – Onsite case presentation with the Hiring Manager and other senior team members
• Interview 4 (60 min) – Onsite interview with our CEO/COO
• Background and Reference Checks

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