job description
Syfe is revolutionizing wealth management in Asia by blending institutional-grade investment strategies with a seamless digital experience. As we expand our footprint, we're seeking a Head of Wealth Advisory (Director) to lead our advisory team from the vibrant hub of Bali, Indonesia. This is a unique opportunity to shape the future of wealth management while enjoying the flexibility of remote work in one of the world's most inspiring locations.
In this role, you will drive client acquisition, oversee portfolio management, and ensure our advisory services meet the highest standards of excellence. You'll work closely with cross-functional teams to refine our digital-first approach, leveraging technology to deliver personalized financial solutions. Ideal candidates are strategic thinkers with a passion for fintech innovation and a deep understanding of Asian markets.
Join us in building a next-generation wealth management platform that empowers clients to achieve their financial goals—all while working from paradise.
Responsibility
- Lead and expand the wealth advisory team, fostering a culture of excellence and client-centric service.
- Develop and execute strategies to grow Syfe’s client base in Asia, with a focus on high-net-worth individuals.
- Oversee portfolio construction and investment recommendations, ensuring alignment with client goals and risk profiles.
- Collaborate with product and tech teams to enhance our digital advisory platform and client experience.
- Monitor market trends and regulatory changes to adapt advisory strategies and maintain compliance.
- Build and maintain relationships with key stakeholders, including financial institutions and industry partners.
- Drive thought leadership through content creation, webinars, and public speaking engagements.
- Ensure seamless onboarding and ongoing support for clients, delivering exceptional service at every touchpoint.
Qualifications
- Bachelor’s degree in Finance, Economics, or a related field; MBA or CFA is a plus.
- Minimum of 10 years of experience in wealth management, private banking, or financial advisory, with at least 5 years in a leadership role.
- Proven track record of managing high-net-worth client portfolios and driving business growth.
- Strong understanding of digital wealth management platforms and fintech innovations.
- Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients.
- Familiarity with Asian financial markets and regulatory environments.
- Strategic mindset with analytical and problem-solving capabilities.
- Ability to work independently in a remote setting while collaborating effectively with global teams.