Wealth Manager — Client-Focused, Self-Employed

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

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.