Wealth Management Intern at Leading Global Fintech Investors And Regulated in 4 Robinson Rd, #11-01 The House Of Eden, Singapore, Singapore, 048543 Singapore

Job Description - Wealth Management Intern

About Syfe

Syfe is a digital investment platform with a mission to empower people to grow their wealth for a better future. Built on the pillars of advice, access and innovation, we cater to the full spectrum of an individual's wealth needs across diversified proprietary portfolios, cash management solutions and a state-of-the-art brokerage.

The Syfe team combines world-class financial expertise with best in-class technology talent. Excellence in execution is in our DNA and we offer equity ownership to all employees regardless of seniority and designation.

We are regulated by the financial authorities across Singapore, Hong Kong and Australia. In Singapore alone, where we are headquartered, over 250,000 investors trust Syfe to grow their wealth.

Since its founding, Syfe has raised US$79 million from world-class investors. The company has won multiple awards including Wealth Management Fintech of the Year by the Asian Banking and Finance Awards, as well as being recognized as one of the Top LinkedIn Startups in Singapore.

Responsibilities

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.

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 the Advisory team

Preferred Skills

Preferred Skills
Meticulous and Detail-Oriented
Strong analytical skills
Proficiency in Microsoft Office Suite
Proactiveness and takes initiative to problem-solve
Strong interpersonal communication skills
Passion for Wealth Management, relevant academic background preferred

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

Commitment period: 6 months minimum, 5 days per week

Preferred start date: August 2025 or earlier

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Wealth Management Intern

Job Description - Wealth Management Intern

About the Company

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