Wealth Advisors - Hong Kong

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 is looking to hire two (2) exceptional and strategic individuals who can accelerate our vision as we are going after a multi-billion dollar industry! We are hiring these Wealth Advisors in Hong Kong to cover the unique investment needs of clients across different wealth spectrums. The right candidates are motivated by the unique opportunity we’re offering to build the foundations of a high-impact and high-growth business.

Responsibilities

• Build and implement highly focused sales strategies and processes to identify, target, and acquire clients across wealth spectrums (Affluent Retail, HNW, and Corporate clients).

• Engage in client engagement activities, including active priority clients, HNWIs or Corporate client reach outs, and conducting regular webinars or seminars.

• Enhance client experience and sharing client insights with the product and marketing teams.

• Maintain updated knowledge of regulations, practices and financial products.

• Optimise client lifetime value / wallet size by driving client longevity and cross-selling strategy.

Minimum Qualifications

• Bachelor/Masters Degree with solid experience in finance or banking industry.

• Minimum 3 years of experience in sales covering affluent retail, HNWIs, or corporate clients.

• Proven sales track record, persistent and good time management skills.

• Strong investment acumen, deep passion for financial markets with an effective combination of analytical and interpersonal skills.

• Ability to develop deep client relationships with holistic advisory leading to growing wallet share.

• Strong communication and presentation skills to consistently influence and win businesses.

• Proficiency in spoken and written English, Cantonese, and Mandarin.

Preferred Qualifications

• Currently licensed representative or relevant individual.

• Hold a CFP / CFA qualification.

• Existing HNWI, Corporate or SME client network is a plus.
  
  

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.