Wealth Manager

We are not hiring an employee; we are identifying a Practice Owner. You will leverage our institutional infrastructure, digital tools, and capital (via financing packages) to build a wealth management business. Your goal is to move from Survival (Year 1) to Scale (Year 3+) by providing holistic financial solutions to high-net-worth (HNW) and mass-affluent clients.

Key Performance Areas (The What)

1. Strategic Client Acquisition: Identify and engage underserved segments in the Singapore market (e.g., Tech Professionals, Young Families, Business Owners).
2. Holistic Financial Analysis: Conduct deep-dive reviews of client portfolios, covering Risk Management, Wealth Accumulation, Estate Planning, and Tax Optimisation.
3. Portfolio Management: Construct and monitor diversified investment strategies using our open-architecture platform (ILPs, Unit Trusts, Term/Whole Life, etc.).
4. Compliance & Ethics: Maintain 100% adherence to MAS regulations and FAA (Financial Advisers Act) guidelines. Reputation is your only long-term asset.

The Capital Support (Financing Packages)

We recognise that transitioning to a self-employed role requires a financial runway. We offer several Validation-Based Allowance Schemes:

• The Accelerator: For high-potential graduates (Competitive base + commissions).
• The Executive Bridge: For mid-career switchers (High allowance to match previous salary, subject to production targets).
• The Mover/Switcher: For experienced practitioners (Sign-on incentives + AUM transfer support).

Who You Are (The Competency)

• The Growth Mindset: You view a no-ceiling income as a challenge, not a threat.
• Analytical Rigour: You can explain the difference between a volatile market and a risky portfolio to a panicked client.
• Resilience: You understand that No is a data point, not a rejection.
• Qualifications: CMFAS M5, M8, M8A, M9, M9A, and HI (or the commitment to pass them within 1 month).

Company Description

Since 1975, PhillipCapital has grown into an integrated Asian financial house with a global presence. We offer a full range of quality and innovative services to retail and high-net-worth individuals, family offices, corporate and institutional customers. Our comprehensive suite of products includes broking in securities, futures, foreign exchange, bonds, precious metals and commodities, unit trusts, and more. With over 3,500 employees and assets under management exceeding USD 30 billion, PhillipCapital operates in 16 countries, including major financial hubs worldwide.