Wealth Advisor: Mentorship, Holistic Planning & Hybrid Work

PhillipCapital; Singapore; Hybrid; SGD 60,000 - 120,000; Full time

Benefits offered by this job

Hybrid working arrangement

Flexible scheduling

Job summary

PhillipCapital’s Clarity Wealth Advisory is seeking driven individuals to join a growing wealth management team in Singapore. You will learn through mentorship, collaborate with a professional team, and provide holistic advice across investments and insurance.

Whether you are new or experienced, you will have a platform to build long-term relationships, deliver personalised financial plans and guide clients through retirement planning while upholding high ethical standards.

Qualifications

• A Levels, Local Diploma or IB Diploma and above.
• Singaporean or PR
• CMFAS qualifications are advantageous but not essential for suitable candidates.
• Passionate about helping others, curious 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 clients and families.
• 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 continuous learner

Education

A Levels

Local Diploma

IB Diploma

Job description

PhillipCapital’s Clarity Wealth Advisory is seeking driven individuals to join a growing wealth management team in Singapore. You will learn through mentorship, collaborate with a professional team, and provide holistic advice across investments and insurance.

Whether you are new or experienced, you will have a platform to build long-term relationships, deliver personalised financial plans and guide clients through retirement planning while upholding high ethical standards.