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Investment Specialist

Phillip Securities Pte Ltd

Singapore

On-site

SGD 40,000 - 55,000

Full time

30+ days ago

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Job summary

Phillip Securities invites passionate individuals to join their Investment Specialist Programme, designed to transform careers in investments. This structured programme offers extensive training, mentorship, and licensing support to thrive in Singapore's dynamic financial markets. Participants will gain hands-on experience in trading, build client relations, and receive ongoing upskilling to ensure continuous growth.

Benefits

Monthly Allowance
Mentorship Support

Qualifications

  • Strong interest in investments, equities, and financial markets.
  • Experience in finance, banking, or sales preferred but not required.

Responsibilities

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

Skills

Analytical
Self-motivated
Client-focused

Education

Diploma or Degree in any discipline

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)

· Only Singaporeans

Prior finance experience is not required. Training provided.

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