Dual-License Wealth Managers

PHILLIP SECURITIES PTE LTD; Singapore; On-site; SGD 50,000 - 80,000; Full time

Benefits offered by this job

Work flexibility

Access to resources and mentorship

Flexible hours

Job summary

PHILLIP SECURITIES PTE LTD is seeking a Wealth Management Consultant to offer tailored financial products and services, growing clients' wealth. You will develop personalized strategies to help clients achieve their financial goals.

The role includes extensive client relationship building and investment advisory responsibilities. You'll enjoy flexibility in your work environment and schedule, collaborating with a supportive team. Candidates should possess strong communication skills and relevant educational qualifications.

Contact: [e-mail] or [phone] for more information.

Qualifications

• Excellent interpersonal and communication skills are a must.
• Able to thrive in a fast-paced environment.
• Open to continuous learning and growth.

Responsibilities

• Help clients grow and protect their assets with customized wealth management strategies.
• Advise clients on a variety of investment strategies.
• Focus on establishing and maintaining strong relationships with clients.

Skills

Strong Communication Skills

Adaptability

Education

A Levels or Local/IB Diploma

CMFAS certificates or relevant financial qualifications

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 their 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. Apply today to become a Wealth Management Consultant with PhillipCapital!

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

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