Client Advisor

PhillipCapital; Singapore; Hybrid; SGD 60,000 - 120,000; Full time

Benefits offered by this job

Hybrid working arrangement

Flexible scheduling

Job summary

PhillipCapital’s Clarity Wealth Advisory is seeking driven individuals to join a growing wealth management team in Singapore. You will learn through mentorship, collaborate with a professional team, and provide holistic advice across investments and insurance.

Whether you are new or experienced, you will have a platform to build long-term relationships, deliver personalised financial plans and guide clients through retirement planning while upholding high ethical standards.

Qualifications

• A Levels, Local Diploma or IB Diploma and above.
• Singaporean or PR
• CMFAS qualifications are advantageous but not essential for suitable candidates.
• Passionate about helping others, curious and committed to continuous learning
• Strong Communicators who enjoy building relationships
• Self-motivated with a long-term mindset
• Team players who value collaboration and integrity

Responsibilities

• Build meaningful relationships with clients and families.
• Develop personalised financial plans tailored to clients' goals and life stages.
• Provide advice across wealth accumulation, investments, protection and retirement planning.
• Conduct regular portfolio reviews and support clients through changing financial circumstances.
• Stay informed on market developments while maintaining high professional and ethical standards.

Skills

Strong communicators

Relationship building

Self-motivated

Team player

Curious and continuous learner

Education

A Levels

Local Diploma

IB Diploma

Job description

Building a career in financial advisory is about more than selling products, it is about earning trust, building meaningful relationships and helping clients make informed financial decisions.

As Clarity Wealth Advisory continues to grow, we are looking for individuals who are passionate about learning, enjoy working with people and want to build a long-term career in wealth management.

Whether you are new to the industry or an experienced adviser looking for a broader platform, we would love to have a conversation.

Why Join Our Team?

Learn Through Mentorship. You will be part of a collaborative team where guidance, coaching and continuous learning are part of the culture. We believe that success is built over time through consistency, support and shared experiences.

An Integrated Wealth Management Platform

As part of PhillipCapital, you'll have access to one of Asia's leading financial institutions, with a comprehensive suite of wealth management solutions spanning investments, insurance and financial planning. Provide holistic advice by offering both investment and insurance solutions, allowing you to better serve clients while broadening your professional expertise.

• Build meaningful relationships with individuals, families and business owners.
• Develop personalised financial plans tailored to clients' goals and life stages.
• Provide advice across wealth accumulation, investments, protection and retirement planning.
• Conduct regular portfolio reviews and support clients through changing financial circumstances.
• Stay informed on market developments while maintaining high professional and ethical standards.

Requirements:

• A Levels, Local Diploma or IB Diploma and above.
• Singaporean or PR
• CMFAS qualifications are advantageous but not essential for suitable candidates.
• Passionate about helping others, curious and committed to continuous learning
• Strong Communicators who enjoy building relationships
• Self-motivated with a long-term mindset
• Team players who value collaboration and integrity

What You Will Gain

• Structured mentorship and guidance.
• Access to PhillipCapital's integrated wealth management platforms & solutions.
• Opportunities to build expertise across investments and insurance.
• A collaborative and supportive team environment.
• Professional development with clear long-term career progression.
• Hybrid working arrangement and flexible scheduling

Interested in Finding Out More?

Choosing the right team is just as important as choosing the right career.

If you've been curious about financial advisory, or you're an existing adviser exploring your next chapter, We’d be happy to have a conversation and share more about how we work, our team culture and the opportunities available.