PhillipCapital is a leading financial services firm, and we pride ourselves on providing our clients with the highest quality financial advice and support. As a financial advisory consultant with our firm, you will be responsible for providing a range of financial services to our clients, including investment advice, retirement planning, and insurance planning. Join me, as I will be raising and training a team of professional wealth managers to be a part of a new dynamic team.
To be successful in this role, we are looking for candidates who have a strong academic background in finance or a related field, as well as experience working in the financial services industry. Additionally, we are looking for individuals who are highly motivated, results-driven, and able to work independently as well as part of this team.
LICENCED ROLES
As a Wealth Manager (Financial Advisory + Trading Representative, you would be able to offer a wider range of products and services in Stock Broking, Wealth Management and Financial Planning. Over 40,000 financial products and services can be offered to your HNW, retail and corporate clients.
In this role, you help clients accomplish financial objectives; 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 their trading needs.
Recommended - An Industry First!
As a Trading Representative of PhillipCapital, you have access to a comprehensive suite of financial products and services, such as brokering in securities, exchange traded funds, unit trusts, equity financing, futures, insurance planning, fund management, managed accounts (private portfolio), and regular savings plan.
With our integrated platforms and wide range of products, you will be able to support your clients' needs in both local and global markets.
Take your clients' trust in you and progress further by managing their portfolios directly based on your own investment strategy as a Portfolio Manager.
Leverage on the PhillipCapital brand, investment platform and infrastructure to take your business to greater heights.
WHAT'S IN IT FOR YOU?
VALUE
- Achieve flexibility, empowerment and fulfilment in your career.
- Enjoy a challenging yet fulfilling career as PhillipCapital’s Financial Advisory Consultant, Trading Representative or Portfolio Manager.
- Be the integrated service hub for your customers.
- If you are seeking a path towards fund management, PhillipCapital holds the Fund Management License on top of others.
BENEFITS
- Be rewarded like an entrepreneur running your own business.
- Generate multiple revenue streams through building of your customer’s portfolio.
- Accumulate assets and gain credit. Reach out to generations of customers and tailor solutions for them.
- Company digital initiatives that support your business. (Click on Talk to Phillip image to see for yourself.)
Join me on a mission where you are rewarded to:
- Lead others in navigating investment markets.
- Grow others’ wealth with access to multiple assets.
- Protect others’ wealth against insurable events.
If you are interested to join me in this dynamic team as a financial advisory consultant, please submit your resume to my email at isaacfangcn@phillip.com.sg. I look forward to hearing from you and finding the best talent to join me on this mission. Thank you for your time and interest. Do browse around to learn more.
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