Wealth Management Intern
Syfe.com
Office
Singapore, Singapore
Internship
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.
ResponsibilitiesSyfe'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.
Preferred Skills
Additional Notes
Location: Singapore, Hybrid working modeCommitment period: 6 months minimum, 5 days per weekPreferred start date: January 2026
ResponsibilitiesSyfe'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 Head of Investment Advisory
Preferred Skills
- Meticulous
- Analytical
- Client driven with a strong focus on quality of service
- Strong interpersonal communication skills
- Team player but independent
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, Hybrid working modeCommitment period: 6 months minimum, 5 days per weekPreferred start date: January 2026
Wealth Management Intern
Office
Singapore, Singapore
Internship
October 1, 2025