Investment Associate: Digital Enablement & Automation

Phillip Capital Inc.; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

Phillip Securities Pte Ltd in Singapore recruits an Investment Associate to support digital enablement and automation initiatives within wealth management. You will engage clients, review portfolios, and drive automation using low-code/no-code tools and AI solutions while ensuring compliance and service excellence across daily operations.

Diploma or degree holders with 2+ years' experience in financial services or operations are welcome; CMFAS credentials are a bonus.

Qualifications

• Diploma or degree in any discipline.
• Minimum 2 years’ experience in financial services, operations, or process automation is a plus.
• Knowledge of automation tools, scripting, and AI productivity tools advantageous.

Responsibilities

• Acquire, engage, and manage client relationships with professionalism.
• Conduct portfolio reviews and provide tailored financial recommendations.
• Leverage automation and low-code/no-code tools to improve workflows.
• Support daily operations, documentation, and compliance tasks.
• Drive digital enablement by identifying manual processes for automation.
• Collaborate with teams to redesign workflows and improve data accuracy.

Skills

Communication skills

Problem-solving

Teamwork

Adaptability

Education

Diploma or Degree in any discipline

Tools

UIPath

CoPilot Studio

Scripting

AI productivity tools

Job description

Phillip Securities Pte Ltd in Singapore recruits an Investment Associate to support digital enablement and automation initiatives within wealth management. You will engage clients, review portfolios, and drive automation using low-code/no-code tools and AI solutions while ensuring compliance and service excellence across daily operations.

Diploma or degree holders with 2+ years' experience in financial services or operations are welcome; CMFAS credentials are a bonus.