Client-Driven Investment Associate

PhillipCapital; Singapore; On-site; SGD 50,000 - 80,000; Full time

Benefits offered by this job

Incentives

Training & mentorship

Collaborative culture

Job summary

PhillipCapital in Singapore is seeking motivated professionals to support clients’ financial goals, drive business development, and ensure service excellence. You’ll contribute to delivering high-quality financial solutions and build long-term trust with clients, whether in client-facing or support roles.

Key responsibilities include acquiring and managing client relationships, conducting portfolio reviews, leveraging automation and digital solutions to streamline workflows, providing timely

Qualifications

• Diploma or degree required; degree in any discipline.
• Experience in financial services, operations, or client servicing is an advantage.
• CMFAS certifications (M5, M6, M8, M9, HI) are beneficial.
• Minimum 2 years working experience.
• Strong communication, interpersonal, and problem-solving skills.
• Proactive, team-oriented mindset.
• Knowledge of process automation or coding/AI tools is a plus.

Responsibilities

• Acquire and manage client relationships through proactive engagement.
• Conduct portfolio reviews and tailor financial strategies.
• Leverage automation tools and digital solutions to streamline business development and operations.
• Provide timely support for daily operations and documentation.
• Collaborate with internal teams to ensure smooth client experiences.
• Uphold compliance standards in all client interactions.

Skills

Client relationships

Portfolio reviews

Automation tools

Compliance knowledge

Communication skills

Teamwork

Problem-solving

Digital solutions

Education

Diploma or Degree

Tools

CRM software

Automation platforms

AI tools

Job description

PhillipCapital in Singapore is seeking motivated professionals to support clients’ financial goals, drive business development, and ensure service excellence. You’ll contribute to delivering high-quality financial solutions and build long-term trust with clients, whether in client-facing or support roles.

Key responsibilities include acquiring and managing client relationships, conducting portfolio reviews, leveraging automation and digital solutions to streamline workflows, providing timely