Build Your Career in Wealth Management

Investment Associate (Career Conversion Programme)

1-Year Contract | Phillip Securities

Are you looking to build a meaningful career in investment and wealth management

I am looking for a motivated and driven individual to join us as an Investment Associate under a 1-year Career Conversion Programme, with a unique pathway to develop into a full-time Wealth Manager.

This is not simply a conventional corporate role. It is an opportunity to learn the investment business, develop client relationships and ultimately build your own wealth management career and client portfolio.

A Unique Dual-Licensing Opportunity

Through the programme, the successful candidate will be trained in conjunction with SGX to obtain the necessary Remisier Licence.

On the Phillip Securities side, the candidate will also work towards obtaining the required licence to become a full-time Wealth Manager.

This creates a unique opportunity to develop expertise across both:

Securities & Investment Markets

Wealth Management & Financial Planning

Who are we looking for

We are particularly interested in early-career candidates, preferably with less than 5 years of working experience, who have the drive and ambition to build a career in financial services.

You should be:

Highly motivated and self-driven

Comfortable meeting and engaging with clients

Strong in communication and relationship building

Entrepreneurial and willing to build your own business

Resilient and able to handle a target-driven environment

Passionate about investments and financial markets

Willing to learn and continuously develop yourself

Prepared to take ownership of your career and results

This is a client-facing SALES role.

You will be expected to actively develop relationships, prospect for clients, understand their financial needs and ultimately build and manage your own client portfolio.

Career Crossovers Welcome

We also welcome applications from candidates who have less than 5 years of relevant experience in areas such as:

• Financial Advisory

• Insurance

• Banking / Relationship Management

• Investment & Securities

• Sales / Business Development

For candidates who already have experience in financial services, this could be an opportunity to broaden your capabilities and move towards a more comprehensive wealth management career.

Why consider this opportunity

You will receive structured training and exposure to both securities and wealth management, with a potential pathway to become a full-time Wealth Manager.

The long-term goal is not simply to have a job.

It is to build a profession, develop your own client portfolio and create a sustainable wealth management business.

If you are hungry to learn, comfortable talking to people, commercially driven and excited about building something of your own, I would love to hear from you.

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