Investment Specialist

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

Job summary

A financial services firm in Singapore is looking for a Licensed Investment Specialist. The role offers a structured training program that provides essential skills and licenses for client advisory. Responsibilities include supporting clients in trading, delivering market insights, and building relationships. Candidates should be analytical, self-motivated, and interested in financial markets. The company welcomes fresh graduates and those with backgrounds in finance, banking, or sales.

Benefits

Structured Learning

Real Industry Exposure

Monthly Allowance

Fast-Track to Licensing

Mentorship Support

Qualifications

• Strong interest in investments, equities, and financial markets.
• Analytical, self-motivated, and client-focused.
• Diploma or Degree in any discipline (finance-related a plus).
• May have experience in finance, banking, or sales (fresh grads also welcome).

Responsibilities

• Support clients in trading and investment strategies.
• Deliver market insights and financial updates.
• Offer solutions across equities, funds, and managed portfolios.
• Build long-term client relationships based on trust and performance.

Skills

Analytical skills

Self-motivated

Client-focused

Interest in financial markets

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.

• 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‑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.