Wealth Manager

Company Description

Phillip Securities Pte Ltd is a comprehensive financial company with a global presence that offers quality and innovative services to retail and high net worth individuals, family offices, corporate and institutional customers. We offer a suite of financial products and services including broking, futures, foreign exchange, bonds, precious metals and commodities, unit trusts, contracts for difference, exchange traded funds, fund management, managed accounts, insurance planning, regular savings plans, investment research, equity financing and property consultancy.

Role Description

This is a full-time hybrid role for a Wealth Manager located in Singapore with some work from home flexibility. The Wealth Manager will be responsible for managing client portfolios and relationships, creating customized investment strategies, monitoring market trends, and providing financial planning services.

What you are possibly learn here:

• Financial Planning, Investment Management, and Investment Skills
• Finance and Insurance knowledge
• Interpersonal skills and the ability to manage client relationships
• Strong analytical and problem-solving skills
• Portfolio management and investment strategies
• Knowledge of market trends and regulatory requirements

Do note that this role is on basic allowances with commission and it's only open to Singaporeans or PR.

Fresh Graduate are welcome to apply as well