Investment Associate (Career Conversion Programme)

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

Join a dynamic financial institution where integrity, teamwork, and client success define our culture. We’re looking for motivated and proactive individuals to be part of our growing team.

You will play a key role in supporting clients’ financial goals, driving business development, and ensuring service excellence. Whether in a client-facing or support capacity, you’ll contribute to delivering high-quality financial solutions and building long-term trust with our clients.

Key Responsibilities

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

What We Offer

• Attractive incentives that reward both performance and effort.
• Comprehensive training and mentorship to support career development.
• Collaborative culture that values integrity, communication, and growth.

Qualifications

• Diploma or 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 and team-oriented mindset.
• Knowledge of process automation or experience with coding and AI tools is a plus.