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Wealth Associate

4 months ago

Singapore PHILLIP SECURITIES PTE LTD Full time
Roles & Responsibilities

The Advisory Practice (TAP) is one of the fastest growing group representing PhillipCapital Wealth Advisory, and we are looking to expand further in 2024 If you’re looking for a career in Financial Advisory and do not want to be limited to just Insurance products but to truly provide a wide spectrum of financial products ranging from Unit Trusts to Stockbroking, then you are suitable for this job


Our vision is to be the leading professional knowledge-based wealth advisory group in Singapore. With a humble team of 20 members so far, we have amassed over $200 million of assets under our care, and this is only the start of our journey with our clients. We are one of the few groups in the wealth management industry to run our business using a branch model, alongside a huge social media presence supported by PhillipCapital, and leads generation through internal referrals and corporate clients.


We are currently seeking hardworking and coachable professionals to join our team as a Wealth Associate that would be able to offer a wide range of products and services, some of which are exclusively offered at PhillipCapital. Expertise in financial fields such as stockbroking, Wealth Management and Financial Planning are an added advantage however, do not fret if you do not have the expertise as we believe in coaching and building up competent Wealth Associates.


We will be partnering with clients to reach their financial goals; develop and present financial strategies in protection and risk management. You will also provide investment advisory to clients with the aim to grow their money through various investment strategies, and service your clients in their trading needs.


Job Requirements
•  Singaporean and Permanent Resident status required
•  Minimum 'A' Level or Diploma
•  Candidates with no prior experience and fresh graduates are welcome to apply
•  Ambitious, results-driven, hardworking, able to work independently, meticulous, and coachable.
•  Strong communication and interpersonal skills


Benefits
•  Fresh Entrants package to be expected
•  Hybrid work environment with flexible working hours
•  Performance incentives such as commission and overseas trips
•  Continuous professional growth through a comprehensive training and development program


Tell employers what skills you have

Wealth Management
Investment Advisory
Relationship Management Skills
Investment Strategies
Financial Planning
Interpersonal Skills
Wealth
Risk Management
Written Skills
Emotional Intelligence
Financial Advisory
Unit Trusts
Mutual Funds
Able To Work Independently