About SyfeSyfe is a digital investment platform with a mission to empower people to build their wealth for a better future.
Faced with information overload and competing priorities, people with the desire to improve their wealth and financial future lack the time, patience and know-how to put their money to work. Current solutions fail to solve the friction and problems faced with growing wealth, and as a result, people are not optimising their investment and savings.
Through Syfes revolutionary wealth management experience, people can grow their money to its fullest potential and manage wealth in one destination. Our innovative investment tools, strategies and access to the latest insights, support users in acting for their financial future, now. We offer leading institutional methodologies and partner with global asset managers to achieve the best outcomes for ones money. Across our markets in Singapore, Australia and Hong Kong, Syfes team comprises the brightest talent from leading technology and financial institutions. Currently, over 100,000 investors in Singapore alone trust Syfe to manage their money.
Since its founding, Syfe has raised more than US$50 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 2022, as well as being recognized as one of the Top LinkedIn Startups in Singapore
Find out more about us at www.syfe.com.
- The right profile
As a Sales Associate at Syfe, you will play a crucial role in driving the growth of our client base and expanding our market presence. You will be responsible for identifying potential clients, understanding their financial needs, and offering tailored investment solutions. Your goal is to build strong relationships with clients and help them achieve their financial objectives through our innovative platform.
If you are excited about a sales career that allows you to be a changemaker across a rapidly growing company, this role is the right fit for you!
- Identify and generate new sales opportunities through various channels, including networking, cold calling, and referrals.
- Conduct in-depth consultations with potential clients to understand their financial goals and investment preferences.
- Present and explain Syfes investment products and services to potential clients, demonstrating how our solutions can meet their needs.
- Build and maintain strong relationships with clients, providing ongoing support and guidance to ensure their satisfaction.
- Collaborate with the marketing team to develop and implement effective sales strategies and campaigns.
- Stay up-to-date with industry trends and market developments to effectively position Syfes offerings.
- Achieve and exceed monthly sales targets and performance metrics.
- Demonstrated tenacity and dedication to hard work, with the ability to overcome challenges and achieve goals.
- Experience in sales, preferably in the financial services or fintech industry.
- Strong understanding of investment products and financial markets.
- Excellent communication and interpersonal skills with the ability to build rapport with clients.
- Self-motivated and results-driven with a strong work ethic.
- Ability to work independently and as part of a team in a fast-paced environment.
- Proficiency in using CRM software and other sales tools.
Approximate duration: 4 weeks
If your application is shortlisted:
- Interview 1 (30 min) Online introductory call with our People & Culture team
- Interview 2 (60 min) In-person interview with the Hiring Manager
- Interview 3 (90 min) In-person case presentation with the Hiring Manager and another senior team member
- Background and Reference Checks
Job Type: Full-time