Intern, Client Engagement and Business Development (YIG Initiatives)

Phillip Capital Inc.; Singapore; On-site; SGD 8,900 - 15,000; Part time

Job summary

Phillip Securities Pte Ltd is offering an internship in Client Engagement and Business Development under the Young Investors Group (YIG). The role focuses on assisting with KYC/CDD processes, preparing client communications, and supporting outreach campaigns to improve the onboarding and investing experience for young investors.

You will work with dealers and cross-functional teams to deliver onboarding guides and investor education materials, gaining exposure to client servicing and product

Qualifications

• Studying for Bachelor’s degree in Business, Finance, Economics, Marketing, Communications, or related field.
• Excellent verbal and written communication skills.
• Strong attention to detail and organizational skills.
• Customer-focused mindset with a professional communication approach.
• Collaborative mindset and ability to work with different stakeholders.
• Proactive, adaptable, and willing to learn on the job.
• Interest in investing, financial markets, fintech, or investor education.

Responsibilities

• Support KYC and customer due diligence (CDD) processes.
• Prepare client communications for account reviews, document requests, and account-related notifications.
• Assist in handling basic client enquiries and servicing requests.
• Support client outreach and engagement campaigns.
• Work closely with dealers to ensure timely follow-up on client matters.
• Support YIG initiatives through beginner-friendly content, educational materials and onboarding guides.
• Participate in testing and feedback for new platform features and investor engagement initiatives.

Skills

KYC

CDD

Communication

Investor education

Content creation

Onboarding

Stakeholder collaboration

Education

Bachelor’s degree in Business/Finance

Job description

Intern, Client Engagement and Business Development (YIG Initiatives)

What You Will Be Working On

The Dealing team supports clients throughout their investment journey, from account onboarding and maintenance to investor engagement and business development initiatives. As an intern, you will gain exposure to client servicing while contributing to projects under our Young Investors Group (YIG) roadmap aimed at improving the onboarding and investing experience for young investors.

In This Role, You Will:

• Support KYC and customer due diligence (CDD) processes.
• Prepare client communications for account reviews, document requests, and account related notifications.
• Assist in handling basic client enquiries and servicing requests.
• Support client outreach and engagement campaigns.
• Work closely with dealers to ensure timely follow-up on client matters.
• Support YIG initiatives through the creation of beginner-friendly content, educational materials, and onboarding guides.
• Participate in testing and feedback exercises for new platform features and investor engagement initiatives.

What We Are Looking For:

• Currently pursuing a Bachelor’s Degree in Business, Finance, Economics, Marketing, Communications, or a related field.
• Excellent verbal and written communication skills.
• Strong attention to detail and organizational skills.
• Customer-focused mindset with a professional approach to communication.
• Collaborative mindset and ability to work well with different stakeholders.
• Proactive, adaptable, and willing to learn on the job.
• Interest in investing, financial markets, fintech, or investor education.

We regret that only shortlisted candidates will be notified.

Brought to you by Phillip Securities Pte Ltd (A member of PhillipCapital)