Wealth Manager

A career with Phillip Capital as a Wealth Manager, you can offer varies products and services to retail clients, high net worth individuals and corporate customers.

At Phillip Capital, we adopt a team-based structure where we tap on each other's strengths and ensure the generation of long-term recurring and sustainable income.

Some of the traits needed to excel in the role as follow:

Enjoy meeting people to deliver quality financial advice.

Be Goal-driven, Proactive and Solution-Oriented.

Possess good communication abilities with an outgoing personality.

A Finance and Banking background is helpful but not mandatory as training will be provided and curated for individuals.

What are the expectation in a life of a Wealth Manager Non-exhaustive as you get to build your own working schedule, but the core duties include:

Fostering deeper relationships with new and existing clients.

Researching, analysing and crafting of clients investment plans.

Monitoring and advising of clients investment portfolios.

Ongoing service to provide a peace of mind to your clients financial wellbeing.

Continuous development in your Professional

Practice.

This is an non-salary based position and is only open to Singapore Citizen/PR.