Investment Associate (Career Conversion Program)

Company Description

PhillipCapital, established in 1975, is a leading Asian financial institution with a global presence, headquartered in Singapore. With operations in 16 countries and regions, the network serves over 1 million clients supported by more than 3,500 employees worldwide. Offering an extensive range of financial products and services, including securities, futures, foreign exchange, fund management, and corporate finance, PhillipCapital is trusted for its innovative and quality solutions. The group manages and safeguards assets totaling over USD 30 billion, showcasing its financial strength and reliability. PhillipCapital is committed to empowering retail and institutional customers with tailored financial services.

Investment Associate (Career Conversion Program) 

Role Overview

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
• Provide timely and accurate support for daily operations and documentation.
• Collaborate with internal teams to ensure smooth client experiences.
• 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, operations, or client servicing is an advantage.
• CMFAS certifications (M5, M6, M8, M9, HI) are beneficial.
• Minimum 2 years working experience
• Strong communication, interpersonal, and problem-solving skills.
• Proactive and team-oriented mindset.

Industry: Financial Services

Employment Type: Full-time