- Experience
- Any
- Salary
- —
- Openings
- 1
- Posted
- 4 days ago
- Work mode
- In office
- Education
- A Levels or Local Diploma or IB Diploma and above
- Eligibility
- Applications are welcome from Singapore citizens and permanent residents who meet the educational and professional criteria outlined.
- Resume
- Required to apply
Where you'll work
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Job description
About PhillipCapital and the Role
Embark on a rewarding career with PhillipCapital where financial advisory transcends product selling to focus on earning trust, nurturing significant client relationships, and facilitating informed financial choices. As part of Clarity Wealth Advisory’s expansion, we seek passionate individuals keen to develop a sustainable career in wealth management, whether newcomers to the sector or seasoned advisors seeking broader opportunities.
Key Responsibilities
- Forge meaningful connections with individuals, families, and business proprietors.
- Create customized financial strategies aligned with clients' objectives and life phases.
- Offer guidance on wealth growth, investments, insurance protection, and retirement planning.
- Perform periodic portfolio assessments and assist clients amid financial changes.
- Keep abreast of market trends while upholding professional ethics and standards.
Essential Requirements
- Possess A Levels, Local Diploma, IB Diploma, or higher qualifications.
- Be a Singaporean citizen or permanent resident.
- CMFAS certification advantageous but not mandatory for qualified applicants.
- Demonstrate a passion for assisting others, curiosity, and a drive for ongoing learning.
- Exhibit strong communication skills and enjoyment in relationship-building.
- Self-driven with a commitment to long-term growth.
- Collaborative mindset valuing teamwork and integrity.
Benefits and Growth Opportunities
- Structured mentoring and coaching programs.
- Access to PhillipCapital’s comprehensive wealth management platform integrating investments and insurance solutions.
- Opportunities to develop proficiency in both investment and insurance domains.
- A supportive, team-oriented environment.
- Professional development with transparent career advancement paths.
- Hybrid working options and flexible schedules.
Additional Information
If you are exploring financial advisory as a career or considering a new professional chapter as an established adviser, we welcome a discussion about our working style, team culture, and available possibilities.
Minimum education
Diploma / ITI / Vocational