Wealth Advisor (Fintech) Wealth Advisor (Fintech) …

in Hong Kong
Permanent, Full time
Be the first to apply
in Hong Kong
Permanent, Full time
Be the first to apply
The Wealth Advisor is an important role of the company as he/she is responsible for giving clients wealth planning and investment advice via our wealthtech platform.

Role and Responsibilities

  • Analyze clients’ financial statuses (e.g. income, expenses and liabilities) and automate sound plans / budgets with digital tools
  • Help clients with long term financial planning decisions (retirement, education, tax and investments)
  • Perform financial needs analysis for clients using in-house proprietary system and provide investment advices
  • Develop financial reports, generate investment proposals and help clients implement their plans and carry out transactions
  • Maintain updated knowledge of regulations, practices and financial products
  • Engage in business development activities, including client presentations, demonstrations, proposal writing and meetings
  • Drive enhanced client experience by working closely with the executive team and collaborating with product/marketing teams

Qualifications and Education Requirements

  • Bachelor Degree with solid experience in customer experience/ banking industry.
  • Possess HKSI qualification or equivalent
  • CFP / CFA qualification preferred
  • Proficiency in both written English, Cantonese and Mandarin
  • Strong self-motivation and ability to work independently
  • 3-5 years of experience preferred
  • Strong understanding of tech start-ups and financial markets

Preferred Skills

  • Proven track record of successfully performing financial needs analysis for retail/affluent clients
  • Proven sales track record, results driven, persistent and good time management Skills
  • Client driven with a strong focus on providing holistic advice and high quality of service 
  • Strong interpersonal communication skills
  • An excellent understanding of financial planning, wealth management and understanding client needs

About Syfe

Syfe is one of the fastest growing digital wealth platforms in Singapore. We build personalized, diversified portfolios using proprietary algorithms and state-of-the-art technology. 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’s largest Digital Wealth Manager by leveraging technology to provide a superior investing experience for our customers. 

Syfe was named Best Digital Advisory Solution at DigFin Group Innovation 2021. Find out more about us at www.syfe.com

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