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 more than US$50 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 2022, as well as being recognized as one of the Top LinkedIn Startups in Singapore 2022.

Responsibilities

Syfe's advisory team combines a wealth of experience in advising clients across the wealth spectrum and building tailored investment strategies geared to achieve their financial goals.

The Wealth Management Intern will assist the Syfe Advisors in building solutions to better service existing clients, making investment presentations, generating new leads and providing value added information about them.

• New lead generation and enrichment of lead data
• Updating lead / client data on CRM tools
• Curating list of existing clients for potential opportunities
• Assisting Syfe Advisors in portfolio construction and investment presentations based on client requirements
• Assist in ad hoc matters as dictated by Head of Investment Advisory

Preferred Skills

• Meticulous
• Analytical
• Client driven with a strong focus on quality of service
• Strong interpersonal communication skills
• Team player but independent

Additional Notes

• No hierarchies, opportunity to shape the company
• Opportunity to build something that has a genuine impact on the masses
• Opportunity to learn and grow fast; we are 110% meritocratic
• Most importantly, having fun in doing what you do

Location: Singapore, Hybrid working mode

Commitment period: 3 months minimum, 5 days per week

Preferred start date: Start of Feb 2024

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