Dual-License Wealth Managers

PHILLIP SECURITIES PTE LTD; Singapore; Hybrid; SGD 70,000 - 120,000; Full time

Benefits offered by this job

Work flexibility

Flexible hours

Collaborative team

Access to resources

Dual-licensed

Job summary

PHILLIP SECURITIES PTE LTD is seeking Wealth Management Consultants to offer tailored wealth management solutions and a wide range of financial products. You will advise on investments, insurance, and retirement planning while building enduring client relationships.

The role supports a dual-licensed approach, with the flexibility to work from home or in the office, and access to mentorship and resources to grow professionally.

Qualifications

• Strong communication and interpersonal skills are required.
• Ability to adapt in a fast-paced environment and pursue continuous learning.
• Educational qualifications include A Levels, Local or IB Diploma; CMFAS certificates are advantageous.

Responsibilities

• Provide tailored wealth management solutions to clients.
• Offer an extensive range of products including investments, insurance, and retirement planning.
• Deliver investment advisory services and build lasting client relationships.
• Develop comprehensive risk and protection planning strategies.

Skills

Communication skills

Adaptability

Education

A Levels/IB Diploma

CMFAS certificates (advantage)

Job description

Are you passionate about helping others grow their wealth and achieve financial freedom?

Do you have an entrepreneurial mindset and a drive to succeed? PhillipCapital, with its robust Wealth Management arm, is looking for dedicated professionals to join our team as Wealth Management Consultants.

As a Wealth Manager with PhillipCapital, you will have the unique opportunity to offer a diverse range of exclusive financial products and services to your clients. With our established presence in stockbroking, wealth management, and financial planning, you will collaborate with clients to develop personalized financial strategies that align with their goals. From wealth accumulation to risk management, you will be the trusted advisor guiding them on your financial journey.

Principal Responsibilities

• Provide Tailored Wealth Management Solutions: Help clients grow and protect their assets with customized wealth management strategies.
• Offer an Extensive Range of Products: Recommend financial products from PhillipCapital's unique offerings to meet client needs, ranging from investments to insurance and retirement planning.
• Investment Advisory: Advise clients on a variety of investment strategies aimed at growing their wealth and achieving long-term financial success.
• Client Relationship Building: Focus on establishing and maintaining strong relationships with clients, understanding their needs, and delivering exceptional service to ensure their satisfaction.
• Risk & Protection Planning: Develop and present comprehensive strategies in risk management to safeguard client wealth and ensure long-term financial security.

Job Highlights

• Work Flexibility: Whether you prefer to work from home or the office, we offer the freedom to work from wherever you feel most comfortable.
• Flexible Hours: Manage your own schedule and work at your own pace, with the freedom to balance personal and professional life.
• Collaborative Success: Join a team of like-minded professionals who push each other to succeed, providing a supportive and motivating environment for growth.
• Access to Resources: Gain invaluable insights and mentorship from industry leaders and access to tools that will empower you to excel in your career.
• Be Dual-Licensed: Get licensed to provide both investment and insurance solutions — expanding your earning potential and allowing you to serve clients with a full 360 wealth management approach.

Requirements

• Strong Communication Skills: Excellent interpersonal and communication skills are a must.
• Adaptability: Able to thrive in a fast-paced environment and open to continuous learning and growth.
• Educational Qualifications: Minimum of A Levels, Local or IB Diploma.
• Advantageous: CMFAS certificates or relevant financial qualifications.

At PhillipCapital, we believe in empowering our Wealth Management Consultants with the right tools, resources, and support to succeed. With our well-established Wealth Management arm, you will have the platform to grow and deliver exceptional service to your clients while achieving your own career goals.

Join us and be part of an inspiring journey towards financial success.

Contact us: [e-mail] or [phone]

Find out more: https://www.phillip.com.sg/sg/entrepreneurship/