Intern, Client Engagement & Business Development

Phillip Securities Pte Ltd; Singapore; On-site; SGD 17,000 - 23,000; Full time

Job summary

Phillip Securities Pte Ltd in Singapore is seeking an intern for the Dealing team to gain hands-on client servicing experience while supporting onboarding and investor education initiatives.

You will contribute to KYC/CDD processes, prepare client communications, handle basic inquiries, and assist in outreach campaigns as part of the Young Investors Group roadmap. This role also offers exposure to testing of new platform features and collaboration with dealers and other stakeholders.

Qualifications

• 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.

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 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.

Skills

Communication

Attention to detail

Customer focus

Collaboration

Proactiveness

Investing interest

Education

Bachelor’s Degree in Business, Finance, Economics, Marketing, Communications, or related field

Job description

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)