- Experience
- Any
- Salary
- —
- Openings
- 1
- Posted
- 1 week ago
- Work mode
- In office
- Education
- A Levels or higher
- Eligibility
- Applicants must be Singapore citizens or Permanent Residents.
- Resume
- Required to apply
Where you'll work
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Job description
Overview
Join PhillipCapital's Clarity Wealth Advisory team to build a rewarding career in financial advisory, focusing on fostering trust, cultivating strong relationships, and assisting clients in effective financial decision-making. Whether you're new or experienced in the field, opportunities are available on a platform that supports growth.
Key Responsibilities
- Establish and nurture meaningful connections with individuals, families, and business owners.
- Create customized financial plans aligned with clients' objectives and life phases.
- Offer advice covering wealth growth, investments, insurance protection, and retirement strategies.
- Regularly review client portfolios and assist them through evolving financial situations.
- Remain updated with market trends while upholding professional and ethical standards.
Requirements
- Minimum educational qualification: A Levels, Local Diploma, or IB Diploma and above.
- Applicants must be Singaporean citizens or permanent residents.
- Holding CMFAS qualifications is beneficial but not mandatory for promising candidates.
- Demonstrated passion for helping others, inquisitiveness, and dedication to ongoing learning.
- Strong communication skills coupled with enthusiasm for relationship-building.
- Self-driven mindset focused on long-term commitment.
- Team-oriented individuals valuing collaboration and ethical conduct.
Benefits and Growth Opportunities
- Access to structured mentorship and coaching within a supportive team atmosphere.
- Utilization of PhillipCapital's comprehensive wealth management platforms and solutions.
- Chance to develop expertise across both investment and insurance domains.
- Clear pathways for professional advancement and career development.
- Flexible work conditions including hybrid arrangements and adaptable scheduling.
Additional Information
Being part of an esteemed financial institution in Asia, PhillipCapital emphasizes consistent support and shared learning experiences to nurture success over time. If you seek a fulfilling career or are considering your next step as an adviser, this environment offers meaningful engagement and development.
Minimum education
Diploma / ITI / Vocational