Kerja Sepenuh Masa, Wealth Manager - Financial Planning, Risk - Investment Advisory di Phillip Securities Pte Ltd - Maukerja

Company Description

PhillipCapital, headquartered in Singapore, is an integrated Asian financial group with a global presence across 16 countries and regions. The network serves retail and high net worth individuals, family offices, corporate and institutional clients with a broad range of financial products and services. Offerings include securities and futures broking, foreign exchange, bonds, commodities, unit trusts, ETFs, fund management, insurance planning, and corporate finance advisory. With more than 3,500 employees and over 1 million clients worldwide, PhillipCapital manages over USD 30 billion in assets and maintains shareholders’ funds exceeding USD 1 billion, providing a stable and established platform for financial professionals.

Wealth Manager - Financial Planning, Risk & Investment Advisory

We are looking for Wealth Managers who want to build a career beyond traditional product-based financial advisory.

Our approach combines financial planning, risk management and investment advisory. You will work closely with clients to understand their financial priorities, identify potential risks and opportunities, and develop strategies that help them protect, manage and grow their wealth over time.

Supported by PhillipCapital’s comprehensive investment and wealth management platform, our Wealth Managers have access to a broad range of solutions across investments, insurance, retirement and estate planning. This allows you to advise clients from a more holistic perspective rather than focusing on a single product category.

Key Responsibilities

Financial Planning & Risk Management

• Conduct comprehensive reviews of clients’ financial positions, including income, assets, liabilities, liquidity, existing protection and long-term financial commitments.
• Identify financial risks and planning gaps across areas such as healthcare, income protection, critical illness, retirement adequacy, estate planning and portfolio concentration.
• Develop holistic strategies that balance protection, liquidity, income needs and long-term capital growth.
• Evaluate clients’ financial capacity, objectives and risk profiles to develop suitable and sustainable recommendations.
• Conduct regular reviews as clients’ circumstances, priorities and financial needs evolve.

Investment Advisory

• Leverage PhillipCapital’s broad investment platform to construct diversified portfolios across multiple asset classes and strategies.
• Evaluate investment solutions based on clients’ objectives, risk tolerance, time horizon and income requirements.
• Help clients understand market developments and make informed investment decisions.
• Build disciplined long-term investment strategies rather than focusing solely on short-term market movements.
• Review portfolios regularly and recommend adjustments where appropriate.

Client Relationship Management

• Build trusted, long-term relationships with clients.
• Understand clients’ financial goals, family responsibilities and lifestyle priorities before providing recommendations.
• Translate complex financial and investment concepts into clear and practical advice.
• Support clients through major financial milestones, including wealth accumulation, family protection, retirement and estate planning.

Business Development

• Build and manage your own client portfolio through referrals, networking, partnerships, corporate initiatives and other business-development channels.
• Identify opportunities to deepen client relationships through comprehensive financial planning.
• Participate in client events, seminars and financial education initiatives.
• Develop professional networks and strategic partnerships to grow your practice.

Professional & Advisory Excellence

• Stay informed on developments across financial markets, insurance, regulation and wealth management.
• Continuously develop technical capabilities across investments, protection, retirement and estate planning.
• Maintain strong standards of professionalism, suitability and regulatory compliance.
• Participate in training, case discussions and knowledge sharing within the team.

Who We Are Looking For

We are looking for individuals who enjoy understanding people, solving financial problems and building long-term relationships.

You may be a good fit if you are:

• Strong in communication and relationship building.
• Curious about financial planning, investments and wealth management.
• Analytical and comfortable assessing different financial scenarios.
• Able to balance commercial thinking with responsible client advisory.
• Self-motivated and interested in building your own professional practice.
• Comfortable working independently while collaborating within a team.
• Interested in developing expertise across both risk management and investment advisory.

Prior experience in banking, insurance, financial services, consulting or other client-facing roles is advantageous, although candidates from other professional backgrounds are welcome to apply.