Full Time Wealth Manager Jobs, in Phillip Securities Pte Ltd - Maukerja

Company Description

PhillipCapital, headquartered in Singapore, is an integrated Asian financial house with a global presence since 1975, serving retail and high net worth individuals, family offices, corporate and institutional clients. The group offers a wide range of financial products and services, including securities and futures broking, foreign exchange, bonds, commodities, unit trusts, ETFs, fund management, managed accounts, insurance planning, and investment research. Institutions are supported through corporate finance and advisory services, as well as specialized information technology solutions. With more than 3,500 employees and over 1 million clients worldwide, PhillipCapital oversees over USD 30 billion in assets and operates across major financial hubs in 16 countries and regions. Phillip Securities Pte Ltd is a key entity within this network, providing comprehensive wealth management solutions in Singapore.

Role Description

The Wealth Manager is a full-time, hybrid role based in Singapore, with a mix of in-office and work-from-home arrangements. This role focuses on managing and growing clients’ portfolios through tailored wealth management strategies, including financial planning, investment advisory, and insurance solutions. Day-to-day responsibilities include assessing clients’ financial goals and risk profiles, recommending suitable investment products, monitoring portfolio performance, and conducting regular review meetings. The Wealth Manager also prepares proposals and reports, stays updated on market trends and regulatory changes, and collaborates with internal product, research, and operations teams to deliver integrated solutions. Building long-term client relationships through proactive communication and high-quality service is central to the role.

Qualifications

• Strong capabilities in Financial Planning and Finance to analyze client needs, develop comprehensive plans, and provide sound advisory.
• Expertise in Investment Management and Investments to construct, monitor, and optimize diversified portfolios aligned with client objectives.
• Knowledge of Insurance solutions to integrate protection and risk management into overall wealth planning
• Ability to work effectively in a hybrid environment, demonstrating integrity, client-centric focus, and adherence to regulatory and compliance requirements.

This role is only open to Singaporean or PR. Fresh graduates are eligible to apply as well.