- Experience
- Any
- Salary
- —
- Openings
- 1
- Posted
- 1 day ago
- Work mode
- In office
- Education
- A Levels or Local Diploma or IB Diploma
- Eligibility
- Candidates must be Singaporean citizens or Permanent Residents who have achieved at least A Levels, Local Diploma, or IB Diploma or higher. Suitable applicants will show a strong commitment to client service and ongoing professional development. CMFAS qualifications are favorable but not mandatory.
- Resume
- Required to apply
Where you'll work
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Job description
About the Role
Join PhillipCapital’s Clarity Wealth Advisory team and embark on a rewarding career in financial advisory centered on building trust and guiding clients in making informed financial choices. We seek individuals passionate about client engagement and eager to develop long-term careers in wealth management, whether new to the sector or experienced professionals seeking a broader platform.
Key Responsibilities
- Establish strong, meaningful relationships with individuals, families, and business owners.
- Create customised financial plans tailored to clients' aspirations and life phases.
- Advise clients on wealth accumulation, investments, protection strategies, and retirement planning.
- Regularly review client portfolios and support them through financial changes.
- Stay updated on market trends while upholding high ethical and professional standards.
Requirements
- Completion of A Levels, Local Diploma, or International Baccalaureate Diploma or higher.
- Must be a Singaporean citizen or Permanent Resident.
- CMFAS qualifications preferable but not mandatory for well-suited candidates.
- A strong passion for helping others, inquisitiveness, and commitment to ongoing learning.
- Excellent communication skills and enthusiasm for nurturing client relationships.
- Motivated self-starters with a long-term growth perspective.
- Team-oriented individuals who uphold collaboration and integrity.
Benefits and Development
- Structured mentorship programs and continuous guidance.
- Access to PhillipCapital’s comprehensive wealth management platforms and solutions.
- Opportunities for professional growth across investments and insurance domains.
- A supportive, collaborative team atmosphere.
- Clear pathways for professional advancement and career progression.
- Hybrid work options with flexible schedules.
Additional Information
We emphasize a workplace culture of support and learning, where success is fostered through consistency and shared experience. Whether you are early in your advisory career or seeking new opportunities to expand your expertise, we encourage you to explore this chance to grow with a leading financial institution in Asia.
Minimum education
Higher Secondary (Class 12)