Total 6 job vacancies by Phillip Securities Pte Ltd

Are you passionate about helping others grow their wealth and achieve financial freedom?

Do you have an entrepreneurial mindset and a drive to succeed? PhillipCapital, with its robust Wealth Management arm, is looking for dedicated professionals to join our team as Wealth Management Consultants.

As a Wealth Manager with PhillipCapital, you will have the unique opportunity to offer a diverse range of exclusive financial products and services to your clients. With our established presence in stockbroking, wealth management, and financial planning, you will collaborate with clients to develop personalized financial strategies that align with their goals. From wealth accumulation to risk management, you will be the trusted advisor guiding them on their financial journey.

Principal Responsibilities

• Provide Tailored Wealth Management Solutions: Help clients grow and protect their assets with customized wealth management strategies.
• Offer an Extensive Range of Products: Recommend financial products from PhillipCapital’s unique offerings to meet client needs, ranging from investments to insurance and retirement planning.
• Investment Advisory: Advise clients on a variety of investment strategies aimed at growing their wealth and achieving long-term financial success.
• Client Relationship Building: Focus on establishing and maintaining strong relationships with clients, understanding their needs, and delivering exceptional service to ensure their satisfaction.
• Risk & Protection Planning: Develop and present comprehensive strategies in risk management to safeguard client wealth and ensure long-term financial security.

Job Highlights

• Work Flexibility: Whether you prefer to work from home or the office, we offer the freedom to work from wherever you feel most comfortable.
• Flexible Hours: Manage your own schedule and work at your own pace, with the freedom to balance personal and professional life.
• Collaborative Success: Join a team of like-minded professionals who push each other to succeed, providing a supportive and motivating environment for growth.
• Access to Resources: Gain invaluable insights and mentorship from industry leaders and access to tools that will empower you to excel in your career.
• Be Dual-Licensed: Get licensed to provide both investment and insurance solutions — expanding your earning potential and allowing you to serve clients with a full 360° wealth management approach.

Requirements

• Strong Communication Skills: Excellent interpersonal and communication skills are a must.
• Adaptability: Able to thrive in a fast-paced environment and open to continuous learning and growth.
• Educational Qualifications: Minimum of A Levels, Local or IB Diploma.
• Advantageous: CMFAS certificates or relevant financial qualifications.

At PhillipCapital, we believe in empowering our Wealth Management Consultants with the right tools, resources, and support to succeed. With our well-established Wealth Management arm, you will have the platform to grow and deliver exceptional service to your clients while achieving your own career goals.

Join us and be part of an inspiring journey towards financial success. Apply today to become a Wealth Management Consultant with PhillipCapital!

Contact us: Entrepreneur@phillip.com.sg or +65 6531 5431

Find out more: https://www.phillip.com.sg/sg/entrepreneurship/

Phillip Investor Centre is a one-stop financial hub. We offer holistic financial solutions, which includes global stocks trading as well as wealth management advisory service. We are strategically located in neighbourhoods around Singapore to provide convenience to clients. We are looking for positive, results-oriented, and adaptable individuals to join our Phillip Family.

Our Opportunity:

Phillip Investor Centre is the branch network of PhillipCapital Group and is primarily responsible for helping individuals and families with their financial investment needs, be it wealth accumulation or protection. Phillip Investor Centre has the solution for everyone.

Building strong, personal relationships with our clients is a key component to our Partnership in Finance.

Our Investment Consultant/Relationship Manager will pursue this mission through:

• Connecting with clients and placing clients’ interest first.
• Delivering unparalleled quality in service
• Presenting clients with our wide array of financial services and products.

What you'll do:

You will acquire, build and manage a relationship practice made of both new and existing clients, focusing on:

• Client Acquisition and Retention
• Asset Growth and Protection
• Provision of client focused solutions

Typical daily activities include:

• Proactively participate in business development/client acquisition activities.
• Reviewing prospect/client portfolios.
• Propose needs-based solutions to prospects/ clients.
• Attending and responding to customer queries professionally (in person and via phone)

Our Incentive program rewards both your effort in client acquisition and retention. Incentive begins with your first closure. We value integrity, open communication, and relentless focus on the client.

What you need to have:

• A Diploma/Degree, preferably in Business, Banking & Finance, or Engineering
• Applicants with at least 2 years of progressive career track record of sales experience in financial services Industry will be considered for Relationship Manager position.
• Applicants who are new-to-financial industry who possess positive attitude and aptitude will be considered.
• Financial Advisory experience and accreditation in CMFAS M5, M6, M8, M9 & HI is an advantage.
• An initiator and team player.
• Good communication skills.

Phillip Investor Centre is a one-stop financial hub. We offer holistic financial solutions, which includes global stocks trading as well as wealth management advisory service. We are strategically located in neighbourhoods around Singapore to provide convenience to clients. We are looking for positive, results-oriented, and adaptable individuals to join our Phillip Family.

Our Opportunity:
Phillip Investor Centre is the branch network of Phillip Capital Group and is primarily responsible for helping individuals and families with their financial investment needs, be it wealth accumulation or protection. Phillip Investor Centre has the solution for everyone.
Building strong, personal relationships with our clients is a key component to our Partnership in Finance.

Our Marketing Associate will pursue this mission through:

• Delivering unparalleled service and high quality customer experience
• Assisting Branch Manager and sales staff in meeting or exceeding client's needs

What you'll do:
Equipped with the passion for helping clients, you will be responsible for:

• Proactively uncovering business opportunities during servicing
• Organising and participating in branch events (seminars, webinars and roadshows)
• Handling general administrative duties in branch

What you need to have:

• A Diploma/Degree, preferably in Business, Banking & Finance, or Engineering
• Meticulous
• Basic understanding of the rules and regulations governing financial industry is preferred.
• Ability to work independently and effectively as part of the team in a branch while handling multiple tasks and responsibilities simultaneously.
• Possess good spoken and written communication skills
• Customer-oriented with good interpersonal skills

Job Description:

In a high-paced trading environment, you will be responsible for operating and maintaining the daily trading infrastructure and processes that enables the team to market make various financial products across different exchanges. Your job will include: 

• Real-time pricing of financial instruments (Equities, ETFs, Derivatives, Forex, etc.)

• Execution of market making strategies

• Operation and set up of trading software and systems

• Administer settlement of financial instruments

• Monitoring of market conditions and investigation of irregularities

Experience and Skillset:

• Preferably candidates or fresh graduates from STEM (Science, Technology, Engineering, Mathematics), or experience in Financial engineering or Finance

• Strong interest in financial markets

• Discipline and meticulous

• Ability to operate under pressure

• Highly self-motivated

• Sharp attention to detail and experience working with large datasets

• Ability to code (Visual Basic, Java, Python, C++ etc) is an advantage but not a must

Phillip Investor Centre is a one-stop financial hub. We offer holistic financial solutions, which includes global stocks trading as well as wealth management advisory service. We are strategically located in neighbourhoods around Singapore to provide convenience to clients. We are looking for positive, results-oriented, and adaptable individuals to join our Phillip Family.

Our Opportunity:

Phillip Investor Centre is the branch network of PhillipCapital Group and is primarily responsible for helping individuals and families with their financial investment needs, be it wealth accumulation or protection. Phillip Investor Centre has the solution for everyone.

Building strong, personal relationships with our clients is a key component to our Partnership in Finance.

Our Investment Consultant/Relationship Manager will pursue this mission through:

• Connecting with clients and placing clients’ interest first.
• Delivering unparalleled quality in service
• Presenting clients with our wide array of financial services and products.

What you'll do:

You will acquire, build and manage a relationship practice made of both new and existing clients, focusing on:

• Client Acquisition and Retention
• Asset Growth and Protection
• Provision of client focused solutions

Typical daily activities include:

• Proactively participate in business development/client acquisition activities.
• Reviewing prospect/client portfolios.
• Propose needs-based solutions to prospects/ clients.
• Attending and responding to customer queries professionally (in person and via phone)

Our Incentive program rewards both your effort in client acquisition and retention. Incentive begins with your first closure. We value integrity, open communication, and relentless focus on the client.

What you need to have:

• A Diploma/Degree, preferably in Business, Banking & Finance, or Engineering
• Applicants with at least 2 years of progressive career track record of sales experience in financial services Industry will be considered for Relationship Manager position.
• Applicants who are new-to-financial industry who possess positive attitude and aptitude will be considered.
• Financial Advisory experience and accreditation in CMFAS M5, M6, M8, M9 & HI is an advantage.
• An initiator and team player.
• Good communication skills.

Are you passionate about helping others grow their wealth and achieve financial freedom?

Do you have an entrepreneurial mindset and a drive to succeed? PhillipCapital, with its robust Wealth Management arm, is looking for dedicated professionals to join our team as Wealth Management Consultants.

As a Wealth Manager with PhillipCapital, you will have the unique opportunity to offer a diverse range of exclusive financial products and services to your clients. With our established presence in stockbroking, wealth management, and financial planning, you will collaborate with clients to develop personalized financial strategies that align with their goals. From wealth accumulation to risk management, you will be the trusted advisor guiding them on their financial journey.

Principal Responsibilities

• Provide Tailored Wealth Management Solutions: Help clients grow and protect their assets with customized wealth management strategies.
• Offer an Extensive Range of Products: Recommend financial products from PhillipCapital’s unique offerings to meet client needs, ranging from investments to insurance and retirement planning.
• Investment Advisory: Advise clients on a variety of investment strategies aimed at growing their wealth and achieving long-term financial success.
• Client Relationship Building: Focus on establishing and maintaining strong relationships with clients, understanding their needs, and delivering exceptional service to ensure their satisfaction.
• Risk & Protection Planning: Develop and present comprehensive strategies in risk management to safeguard client wealth and ensure long-term financial security.

Job Highlights

• Work Flexibility: Whether you prefer to work from home or the office, we offer the freedom to work from wherever you feel most comfortable.
• Flexible Hours: Manage your own schedule and work at your own pace, with the freedom to balance personal and professional life.
• Collaborative Success: Join a team of like-minded professionals who push each other to succeed, providing a supportive and motivating environment for growth.
• Access to Resources: Gain invaluable insights and mentorship from industry leaders and access to tools that will empower you to excel in your career.
• Be Dual-Licensed: Get licensed to provide both investment and insurance solutions — expanding your earning potential and allowing you to serve clients with a full 360° wealth management approach.

Requirements

• Strong Communication Skills: Excellent interpersonal and communication skills are a must.
• Adaptability: Able to thrive in a fast-paced environment and open to continuous learning and growth.
• Educational Qualifications: Minimum of A Levels, Local or IB Diploma.
• Advantageous: CMFAS certificates or relevant financial qualifications.

At PhillipCapital, we believe in empowering our Wealth Management Consultants with the right tools, resources, and support to succeed. With our well-established Wealth Management arm, you will have the platform to grow and deliver exceptional service to your clients while achieving your own career goals.

Join us and be part of an inspiring journey towards financial success. Apply today to become a Wealth Management Consultant with PhillipCapital!

Contact us: Entrepreneur@phillip.com.sg or +65 6531 5431

Find out more: https://www.phillip.com.sg/sg/entrepreneurship/