Investment Associate (Career Conversion Programme)

Phillip Capital Inc.; Singapore; On-site; SGD 60,000 - 100,000; Full time

Benefits offered by this job

Attractive incentives

Comprehensive training

Collaborative culture

Job summary

Phillip Capital Inc. in Singapore seeks motivated professionals to support clients' financial goals and drive business development. You will engage with clients, review portfolios, and leverage automation tools to streamline operations while maintaining high service standards.

We offer comprehensive training, mentorship, and a collaborative culture that emphasizes integrity, communication, and growth. Suitable for diploma/degree holders with 2+ years in financial services or client servicing and

Job description

Role Overview

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 incentivesthat reward both performance and effort.
• Comprehensive training and mentorshipto support career development.
• Collaborative culturethat values integrity, communication, and growth.

Qualifications

• Diploma or Degree in any discipline.
• Experience infinancial services,operations, orclient servicingis 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.

You will be deployed to a suitable role according to any past relevant experience you may have.

We regret that only shortlisted candidates will be notified.