Wealth Management Intern

Syfe is a next-generation digital wealth manager in Singapore. Our vision is to improve the financial lives of the masses by offering them quality wealth management services at an affordable cost. With a strong core team and ample funding, we believe we are very well positioned to become the leading player in Singapore and start expanding to other countries in the
coming months.

Our team comprises deep domain specialists that have taken multiple startups from launch to market leadership. We have someone who has managed billions of dollars at top investment banks, someone with a PhD in Astronomy, a founding member of Singapore’s Derivative Exchange, and more. We are also culturally diverse – our team comprises people from Austria, India, Japan, and Singapore

ROLE AND RESPONSIBILITIES

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

The wealth management intern will assist 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
• High growth compensation
• Most importantly, having fun in doing what you do