About this role
The Senior Wealth Advisor will build and grow a personal pipeline of affluent and accredited clients while driving AUM growth through personalized advisory services. They will also collaborate with various teams to refine targeting and develop financial proposals aligned with client goals.
Candidates should have over 5 years of experience in wealth management or investment advisory roles, with a proven track record in client acquisition. Strong interpersonal and presentation skills are essential, along with familiarity with digital advisory tools.
What they're looking for
Wealth ManagementClient AcquisitionInvestment AdvisoryInterpersonal SkillsPresentation SkillsResults-OrientedSelf-MotivatedDigital Advisory Tools
Frequently asked questions
What does a Senior Wealth Advisor - Singapore at Syfe do?
The Senior Wealth Advisor will build and grow a personal pipeline of affluent and accredited clients while driving AUM growth through personalized advisory services. They will also collaborate with various teams to refine targeting and develop financial proposals aligned with client goals. Candidate…
What skills does this Senior Wealth Advisor - Singapore role need?
Key skills for this role include Wealth Management, Client Acquisition, Investment Advisory, Interpersonal Skills, Presentation Skills, Results-Oriented.
How much does a Senior Wealth Advisor - Singapore at Syfe pay?
The employer did not list a salary for this role. Most similar Singapore roles publish their band on the job page.
Is this Senior Wealth Advisor - Singapore role remote, hybrid, or on-site?
This role is on-site, based in Singapore.
How do I apply for this Senior Wealth Advisor - Singapore role?
You can apply directly on Syfe's careers page. ApplyLah can tailor your résumé and cover letter to this exact role in seconds first.