Wealth Advisor: Mentorship, Hybrid Work & Growth Path

PhillipCapital; Singapore; Hybrid; SGD 60,000 - 90,000; Full time

Benefits offered by this job

Hybrid work arrangement

Flexible scheduling

Job summary

PhillipCapital's Clarity Wealth Advisory is growing and seeking individuals passionate about learning and building long-term careers in wealth management. You will join a collaborative team that values mentorship, coaching and continuous development.

As part of PhillipCapital, you gain access to an integrated platform spanning investments, insurance and financial planning. You will build client relationships, develop personalised financial plans and support clients through life stages.

Qualifications

• A Levels, Local Diploma or IB Diploma and above.
• Singaporean or PR nationality.
• 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 understand their wealth goals.
• Develop personalised financial plans tailored to client needs across investments and insurance.
• Provide holistic advice across wealth accumulation, protection and retirement planning.
• Conduct regular portfolio reviews and adapt plans to life changes.
• Stay informed on market developments and maintain high professional standards.

Skills

Relationship building

Communication

Self-motivated

Team player

Education

A Levels / Diploma / IB

Job description

PhillipCapital's Clarity Wealth Advisory is growing and seeking individuals passionate about learning and building long-term careers in wealth management. You will join a collaborative team that values mentorship, coaching and continuous development.

As part of PhillipCapital, you gain access to an integrated platform spanning investments, insurance and financial planning. You will build client relationships, develop personalised financial plans and support clients through life stages.