Wealth Advisor - Hybrid Work, Mentorship & Holistic Planning

PhillipCapital; Singapore; Hybrid; SGD 60,000 - 100,000; Full time

Benefits offered by this job

Hybrid work

Flexible scheduling

Structured mentorship

Career development

Job summary

PhillipCapital's Clarity Wealth Advisory is building a team of individuals passionate about learning and helping clients make informed financial decisions. You will join a collaborative wealth management platform that supports mentors, client-focused guidance, and long-term career development.

Whether you are new or experienced, you will have a conversation about growth. The role offers hybrid working arrangements, exposure to investments and insurance, and structured coaching within one of

Qualifications

• A Levels, Local Diploma or IB Diploma and above.
• Singaporean or PR status.
• CMFAS qualifications are advantageous but not essential.
• Passionate about helping others and committed to continuous learning.
• Strong communicators who enjoy building relationships.
• Self-motivated with a long-term mindset.
• Team players who value collaboration and integrity.

Responsibilities

• Build meaningful relationships with individuals, families and business owners.
• Develop personalised financial plans tailored to clients' goals and life stages.
• Provide advice across wealth accumulation, investments, protection and retirement planning.
• Conduct regular portfolio reviews and support clients through changing financial circumstances.
• Stay informed on market developments while maintaining high professional and ethical standards.

Skills

Strong communicators

Relationship building

Self-motivated

Team player

Curious and learning mindset

Helpful attitude

Education

A Levels / Diploma / IB Diploma

Job description

PhillipCapital's Clarity Wealth Advisory is building a team of individuals passionate about learning and helping clients make informed financial decisions. You will join a collaborative wealth management platform that supports mentors, client-focused guidance, and long-term career development.

Whether you are new or experienced, you will have a conversation about growth. The role offers hybrid working arrangements, exposure to investments and insurance, and structured coaching within one of