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$132 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.
The Right Profile
Syfe is looking for an exceptional and strategic individual who can accelerate our vision as we are going after a multi-billion dollar industry! We are seeking a Senior Wealth Advisory Lead in Hong Kong to cover the unique investment needs of clients across different wealth spectrums.
The ideal candidate should have a minimum 7 years of experience in sales or client relationship management, possess strong investment acumen and have a strong ability to adapt to new technologies. The right candidate is the one who is motivated by the unique opportunity to build the foundations of a high-impact and high-growth business!
Location: Hong Kong
Key Responsibilities
- Build highly focused sales strategies and processes to identify, target, and acquire clients across wealth spectrums (Affluent Retail, HNW, and Corporate clients).
- Provide in-depth market color, identify needs and investment gaps, advise clients on asset allocation using in-house proprietary tools and develop investment proposals / strategies to help clients implement their financial plans.
- Engage in business development activities, including active priority clients, HNIs or Corporate client reachouts, and conducting regular webinars or seminars.
- Drive enhanced client experience by working closely with the management team and sharing client insight 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.
- Coach and manage junior wealth advisor and customer success associate to uphold professional customer service and investment advisory standards.
- Engage in external associations, media and professional networks occasionally as needed to increase Syfe brand exposure and capture high potential clients.
- 7+ years of experience in business development / sales roles covering affluent retail, HNWIs, or corporate clients.
- Proven sales track record, persistent & good time management skills.
Strong investment acumen, deep passion for financial markets with an effective combination of analytical and interpersonal skills. - Results driven and adept in investment sales, management, marketing and strategic planning.
- Ability to develop deep client relationships with holistic advisory leading to growing wallet share.
- Team leader with strong communication and presentation skills to consistently influence and win business.
- Strong self-motivation and ability to work independently.
- Proficiency in spoken and written English, Cantonese, and Mandarin.
- You take initiative, act with drive and lead with an owner's mindset.
- You prefer open communication, remain humble and see feedback as a tool for personal and professional development.
- You flourish in a fast-paced and ever-changing landscape, where ambiguity is an opportunity to demonstrate your critical thinking and growth-oriented mindset.
- You come as you are. At Syfe, we believe in the power of diversity and are dedicated to creating a welcoming and innovative environment for all our employees. We embrace and encourage applications from candidates of all backgrounds and provide equal employment opportunities without discrimination based on any personal characteristic or status protected by law. If you require any accommodations to ensure a comfortable and positive interview experience, please don't hesitate to reach out.
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