Phillip Securities Pte Ltd Hiring! Full Time Wealth Manager in - Ricebowl

Join a dynamic financial institution where integrity, teamwork, and client success define our culture. We’re looking for motivated and proactive individuals to be part of our growing team.

You will play a key role in supporting clients’ financial goals, driving business development, and ensuring service excellence. Whether in a client-facing or support capacity, you’ll contribute to delivering high-quality financial solutions and building long-term trust with our clients.

*Key Responsibilities*

• Acquire and manage client relationships through proactive engagement.

• Conduct portfolio reviews and recommend tailored financial strategies.

• Leverage automation tools and digital solutions to streamline business development and operational workflow.

• Uphold compliance standards and demonstrate professionalism in all client interactions.

*What we offer*

• Attractive incentives that reward both performance and effort.

• Comprehensive training and mentorship to support career development.

• Collaborative culture that values integrity, communication, and growth.

*Qualifications*

• Diploma or Degree in any discipline.

• Experience in financial services and client servicing is an advantage.

• Minimum 2 years working experience

• Proactive and team-oriented mindset.

*Important Notes*

• This is a front end, client acquisition and serving role.

• This is a self-employed role with monthly allowance.