Apply on
Company Description
Phillip Securities Pte Ltd, part of the PhillipCapital network, is an integrated Asian financial house with a global presence that offers a full range of services to retail and high net worth individuals, family offices, corporations, and institutional customers. With over 1 million clients worldwide, our assets under custody/management exceed USD 30 Billion. PhillipCapital operates in 16 countries and regions, with headquarters in Singapore.
Role Description
As a Wealth Manager (Financial Advisory + Trading Representative), you would be able to offer a wider range of products and services in Stock Broking, Wealth Management and Financial Planning.
You can offer over 40,000 financial products and services to high net worth individuals, as well as your retail and corporate clients.
In this role, you help clients accomplish financial objectives; develop and present financial strategies in protection and risk management.
You will also provide investment advisory to clients with the aim to grow their money through various investment strategies and service your clients in their trading needs. Recommended – an Industry first!
Qualifications
- Financial Planning and Investment Management skills
- Experience in Investments and Finance
- Knowledge of Insurance products
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal abilities
Financial Advisory experience and accreditation in CMFAS M5, M6, M8, M9 & HI is a plus
- Bachelor’s degree in Finance, Economics, or related field