Investment Consultant

2 months ago


Singapur, Singapore Phillip Securities Full time

Investment Consultant

Phillip Securities is seeking a skilled Investment Consultant to join our team. As an Investment Consultant, you will be responsible for helping clients achieve their financial goals by assessing their financial situation, developing and presenting financial strategies, and providing advisory services in protection and risk management.

Key responsibilities include:

  • Client Acquisition through various prospecting strategies
  • Participate in business development activities relating to Financial Planning
  • Review prospective/existing client portfolios
  • Propose solutions and planning for client investment needs
  • Client Management and Retention
  • Attend and respond to customer queries professionally

Requirements:

  • 21 years old and above (based on MAS requirements)
  • Singaporeans
  • A Diploma/Degree, preferably in Business, Banking & Finance, or Engineering
  • Passion in Investment/Financial Planning
  • Results oriented, Resourceful and Driven
  • Excellent interpersonal and communication skills

We are looking for entry-level candidates and mid-career switchers who are passionate about building a long-term career with us and have control over their variable remuneration.



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