Investment Specialist

Phillip Securities Pte Ltd; Singapore; On-site; USD 30,000 - 60,000; Full time

Job summary

Join an innovative firm as a Licensed Investment Specialist and embark on a transformative career journey. This structured Investment Specialist Programme offers comprehensive training, real industry exposure, and mentorship support to equip you with the skills and confidence needed to thrive in Singapore's dynamic financial markets. You will become a trusted advisor, guiding clients through investment strategies and market insights while building lasting relationships. Whether you're a fresh graduate or have prior experience in finance, this program welcomes passionate individuals ready to make their mark in the investment landscape.

Benefits

Monthly Allowance

Structured Learning

Mentorship Support

Real Industry Exposure

Qualifications

• Strong interest in investments, equities, and financial markets.
• Analytical, self-motivated, and client-focused.

Responsibilities

• Support clients in trading and investment strategies.
• Deliver market insights and financial updates.
• Build long-term client relationships based on trust.

Skills

Investment Knowledge

Client Relationship Management

Analytical Skills

Communication Skills

Education

Diploma or Degree in any discipline

Finance-related qualification

Job description

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.

Your role includes:

· 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)

Prior finance experience is not required. Training provided.