Wealth Manager

phillip securities pte ltd; Singapore; On-site; SGD 39,000 - 78,000; Full time

Benefits offered by this job

Performance incentives

Training & mentorship

Collaborative culture

Job summary

Phillip Securities Pte Ltd is seeking motivated and proactive individuals to join our growing team in Singapore. This front-end role focuses on client acquisition and servicing, supporting financial goals, and delivering high-quality financial solutions to clients.

You will acquire and manage client relationships, conduct portfolio reviews, and leverage digital tools to streamline business development while upholding strict compliance and professionalism.

Qualifications

• Diploma or degree in any discipline.
• Experience in financial services and client servicing is an advantage.
• Minimum 2 years working experience.
• Proactive and team-oriented mindset.

Responsibilities

• Acquire and manage client relationships through proactive engagement.
• Conduct portfolio reviews and recommend tailored financial strategies.
• Leverage automation tools and digital solutions to streamline business development and operational workflow.
• Uphold compliance standards and demonstrate professionalism in all client interactions.

Skills

Client servicing

Financial services knowledge

Teamwork

Education

Diploma or Degree in any discipline

Job description

Join a dynamic financial institution where integrity, teamwork, and client success define our culture. We're looking for motivated and proactive individuals to be part of our growing team.

You will play a key role in supporting clients financial goals, driving business development, and ensuring service excellence. Whether in a client-facing or support capacity, you'll contribute to delivering high-quality financial solutions and building long-term trust with our clients.

Key Responsibilities

• Acquire and manage client relationships through proactive engagement.
• Conduct portfolio reviews and recommend tailored financial strategies.
• Leverage automation tools and digital solutions to streamline business development and operational workflow.
• Uphold compliance standards and demonstrate professionalism in all client interactions.

What we offer

• Attractive incentives that reward both performance and effort.
• Comprehensive training and mentorship to support career development.
• Collaborative culture that values integrity, communication, and growth.

Qualifications

• Diploma or Degree in any discipline.
• Experience in financial services and client servicing is an advantage.
• Minimum 2 years working experience
• Proactive and team-oriented mindset.

Important Notes

• This is a front end, client acquisition and serving role.
• This is a self-employed role with monthly allowance.