Wealth Management Intern
Skills
Job description for Wealth Management Intern at Syfe Pte Ltd
Role & 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 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
Preferred start date: End February / start of March 2023
Interview process
For this internship, our interview process will be:
- Apply via Glints or our Syfe careers page
- HR team will shortlist your profile
- Interview(s) with our Senior Wealth Advisors, whom this role works closely with!
- If suitable, offer call with HR.
About the company
Syfe is one of the fastest growing digital investment platforms in Singapore. We provide a holistic investment solution for retail users - from passively managed wealth portfolios which are personalized and diversified using proprietary algorithms to active trading of single stock securities. Our mission is to enable sophisticated investing at a low cost.
In July 2021, we closed a S$40 million Series B funding round led by Valar Ventures , just 9 months after raising Series A. Our existing investors followed on their original investment in a short time frame, which speaks volumes about our rapid growth and our future ahead. Moving forward, we will accelerate our expansion across geographies, launch new products and grow our team.
The Syfe team consists of industry experts from finance, e-commerce, and technology. We come from startups as well as large corporations. Excellence in execution is in our DNA. We aim to become Asia Pacific’s largest Digital Investment Platform by leveraging technology to provide a superior investing experience for our customers.
Syfe was named Best Digital Advisory Solution at DigFin Group Innovation 2021 and Top Startups in to look out for in 2022 by TechCrunch. Find out more about us at www.syfe.com
