Investment Associate – Digital Enablement & Automation (CCP)

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

Investment Associate – Digital Enablement & Automation (CCP)

Role Overview

Join a forward-looking financial institution where integrity, teamwork, and client success drive everything we do. We’re seeking motivated and proactive individuals to support our growing wealth management business—especially those with an interest or background inprocess automation, digital tools, or workflow optimisation.

In this role, you will support clients’ financial goals, enhance internal processes through automation, and contribute to the delivery of high-quality financial solutions. Whether in a client-facing or support capacity, you’ll be part of a team that values innovation, service excellence, and long-term client relationships.

Key Responsibilities

• Acquire, engage, and manage client relationships with professionalism and care.
• Conduct portfolio reviews and provide tailored financial recommendations.
• Leverage automation tools, low-code/no-code platforms, AI tools, or scripting solutions to enhance business development, reporting, and operational workflows.
• Provide timely and accurate support across daily operations, documentation, and compliance matters.
• Drive digital enablement initiatives by identifying manual processes and proposing automation opportunities across sales, reporting, and operations.
• Collaborate with internal teams to redesign workflows, enhance data accuracy, and improve overall operational efficiency through digital solutions, ensuring smooth and seamless client experiences.
• Uphold regulatory and compliance standards while maintaining service excellence.

What We Offer

• Basic salary and attractive incentive structure that rewards both performance and effort.
• A collaborative culture that values integrity, communication, innovation, and growth.
• Opportunities to contribute to digitalisation and process-improvement initiatives.

Qualifications

• Diploma or Degree in any discipline.
• Minimum 2 years’ working experience; either in financial services, operations, or process automation is an advantage.
• Knowledge of process automation, low-code/no-code tools (e.g., UIPath, CoPilot Studio), scripting, or AI-powered productivity tools.
• CMFAS certifications (M5, M6, M8, M9, HI) are beneficial.
• Strong communication, interpersonal, and problem-solving skills.
• Proactive, adaptable, and team-oriented mindset.

We regret that only shortlisted candidates will be notified.

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