Licensed Investment Specialist – Fast-Track Licensing

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

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.