Wealth Manager

PhillipCapital; Singapore; On-site; SGD 40,000 - 120,000; Full time

Benefits offered by this job

Structured mentorship

Comprehensive product suite

Job summary

Phillip Securities Pte Ltd invites ambitious self-employed Wealth Managers to join a network with direct access to global markets via POEMS and a comprehensive product suite. Build and manage your own client portfolio, supported by structured mentorship and a platform designed for DIY trading.

Earn based on performance through commissions and bonuses while delivering tailored wealth solutions across equities, funds, insurance, and estate planning.

Qualifications

• Keen and quick learners.
• Strong communicators who enjoy helping clients on a day-to-day basis.
• Self-starters motivated to build their own practice.

Responsibilities

• Nurture and activate portfolio of clients on our trading platform - POEMS.
• Guide clients on POEMS to DIY buy/sell trades on multiple exchanges across multiple securities - stocks, ETFs, bonds, unit trusts.
• Provide clients with regular market updates, nurture relationships to understand their financial needs and recommend wealth products accordingly.
• Regularly perform market analysis to identify potential investment opportunities and recommend products suitably.
• Earn based on performance (commission + bonuses) as a self-employed Wealth Manager.

Job description

Looking to make a meaningful impact in the wealth management arena, but do not wish to be limited by the range of partners and solutions you work with?

With access to 3,000+ financial securities, 2,000+ funds, and a vast network of over 35 established insurance carriers, you can provide clients with top-of-the-line solutions.

Phillip Securities Pte Ltd is a comprehensive financial company with a global presence that offers quality and innovative services to retail and high net worth individuals, family offices, corporate and institutional customers. We offer a suite of financial products and services including broking, futures, foreign exchange, bonds, precious metals and commodities, unit trusts, contracts for difference, exchange traded funds, fund management, managed accounts, insurance planning, regular savings plans, investment research, equity financing and property consultancy.

Unlike traditional financial institutions, we provide:

Direct access to global markets (equities, bonds, restricted funds, alternative assets and more).

Our own trading platform - no reliance on third-party platform.

• Nurture and activate portfolio of clients on our trading platform - POEMS
• Guide clients on POEMS to DIY buy/sell trades on multiple exchanges across multiple securities - stocks, ETFs, bonds, unit trusts
• Provide clients with regular market updates, nurture relationship so as to better understand their financial needs and recommend appropriate wealth products accordingly
• Regularly perform market analysis to identify potential investment opportunities and recommend products suitably

Why Wealth Management?

It remains as an ever-growing industry in Singapore as a key financial hub. Here, you own your business with purpose, autonomy, and uncapped potential. While you manage your own business, you will be provided with the infrastructure and training to help you thrive.

What We Offer

• Structured mentorship - even if you’re new to finance.
• Comprehensive product suite (investments, insurance, retirement, and estate planning).

Skillsets You Can Expect to Acquire Here:

• Financial planning and portfolio management knowledge
• Interpersonal skills and the ability to manage client relationships
• Strong analytical and problem-solving skills
• Knowledge of market trends and regulatory requirements

Who We're Looking For

• Keen and quick learners
• Strong communicators who enjoy helping clients on a day-to-day basis
• Self-starters motivated to build their own practice

As a self-employed Wealth Manager, you will:

• Earn based on performance (commission + bonuses).