Investment Specialist

Phillip Securities Pte Ltd; Singapore; On-site; SGD 80,000 - 100,000; Full time

Job summary

A leading financial services firm in Singapore is seeking candidates for their Investment Specialist Programme. This structured training pathway allows individuals to attain necessary licensing and provides real industry exposure. Responsibilities include advising clients on stock trading and investment strategies, along with building relationships in a dynamic market. Candidates should be analytical and client-focused. Training is provided for successful applicants.

Benefits

Structured Learning

Real Industry Exposure

Monthly Allowance

Mentorship Support

Qualifications

• Passion for and strong interest in financial markets.
• Client-facing experience preferred, but fresh grads also welcome.
• Potential candidates must be Singaporeans.

Responsibilities

• Provide advisory on stocks, funds, and portfolio strategies.
• Support clients in trading and investment strategies.
• Build long-term client relationships based on trust.

Skills

Strong interest in investments

Client-focused

Analytical

Self-motivated

Education

Diploma or Degree in any discipline

Job description

Overview

Become a Licensed Investment Specialist with Phillip Securities

Are you ready to transform your career and make your mark in the world of investments?

Phillip Securities is inviting passionate individuals to take the leap with our newly revamped Investment Specialist Programme—a structured, career conversion journey that equips you with the skills, licenses, and confidence to thrive as a licensed specialist in Singapore’s fast-evolving financial markets.

Why Join the Investment Specialist Programme?

• Structured Learning
• Real Industry Exposure
• Monthly Allowance
• Fast-Track to Licensing
• Mentorship Support

What Does an Investment Specialist Do?

An Investment Specialist is your client’s go-to expert on the markets. You provide advisory on stocks, funds, and portfolio strategies, helping clients navigate market cycles, assess opportunities, and make informed financial decisions.

• Supporting clients in trading and investment strategies
• Delivering market insights and financial updates
• Offering suitable solutions across equities, funds, and managed portfolios
• Building long-term client relationships based on trust and performance

Programme Highlights

Phase 1 – Foundations & Certification

• 3-month intensive training on products, platforms, operations, and regulations.
• Clear required examinations (e.g. CM-CMP, RES1, RES5).
• Start client acquisition activities under supervision.

Phase 2 – Sales & On-the-Job Training

• Receive your trader Code and take full ownership of your clients.
• On-the-ground experience at roadshows and daily equity operations.
• Soft skills training to enhance communication and client handling

Phase 3 – Continuous Growth

• Ongoing upskilling with advanced product training and market updates.
• Continued mentorship and business-building support.

We are looking for individuals who:

• Have a strong interest in investments, equities, and financial markets
• Are analytical, self-motivated, and client-focused
• Hold a Diploma or Degree in any discipline (finance-related a plus)
• May have experience in finance, banking, or sales (fresh grads also welcome)
• Only Singaporeans

Prior finance experience is not required. Training provided.