Syfe is APAC's largest and fastest-growing digital wealth platform, trusted with over US$10 billion in assets. We are fundamentally changing how hundreds of thousands of people across Asia-Pacific build wealth through a holistic approach to managing money rather than just pushing investment products. Backed by world-class investors and recognised as a leader in WealthTech, we are a team of passionate builders creating the future of wealth management.
The Right Profile
Syfe's Investment & 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.
Key Responsibilities
- New lead generation and enrichment of lead data
- Maintaining and updating lead/client data on CRM tools to ensure data accuracy
- Curating lists of existing clients to build rapport and engagement opportunities
- Assisting Syfe Advisors in handling client's portfolio allocation queries, preparing investment materials tailored to client's requirements
- Collaborating with the Marketing team on client outreach and scaling advisory efforts through AI-driven automation
- Supporting the Head of Investment Advisory on ad hoc projects and strategic initiatives
Preferred Qualifications
- Meticulous with strong attention to detail
- Analytical mindset with the ability to interpret data and draw meaningful insights
- Client-driven with a strong focus on delivering quality service and positive outcomes
- Strong interpersonal and communication skills, both written and verbal
- A collaborative team player who can also work independently and take initiative
- Basic knowledge of or open to learning design tools such as Figma for client presentation and materials
Additional Notes
Commitment period: 6 months minimum, 5 days per week
Preferred start date: June / July 2026
Come As You Are
We believe in the power of diversity and are dedicated to creating a welcoming and innovative environment for all our employees. So we embrace and encourage applications from candidates of all backgrounds and provide equal employment opportunities for all.
Due to the volume of applications, we regret that only shortlisted candidates will be notified.
