Deskripsi Pekerjaan
Join Phillip Securities as an Investment Consultant / Relationship Manager and become a trusted financial advisor to our diverse client base. As a key member of our team, you'll play a pivotal role in helping clients achieve their financial goals through personalized investment strategies and comprehensive wealth management solutions.
Phillip Investor Centre is a one-stop financial hub offering holistic financial solutions, including global stocks trading, wealth management, and investment advisory services. We provide our clients with access to a wide range of financial products and markets, ensuring they receive the best possible guidance for their investment journey.
In this dynamic role, you'll leverage your financial expertise to build strong client relationships, identify investment opportunities, and provide tailored financial solutions. You'll work in a collaborative environment that values innovation, integrity, and client-centric service. With our extensive network of resources and cutting-edge technology, you'll have the tools and support needed to excel in your career.
If you're passionate about finance, have a knack for building relationships, and thrive in a results-oriented environment, this is the perfect opportunity to advance your career with one of Singapore's leading financial institutions. We offer competitive compensation, comprehensive training programs, and a clear path for career growth. Join us in making a meaningful impact on our clients' financial futures.
Tanggung Jawab
- Build and maintain strong relationships with clients, understanding their financial goals and providing personalized investment advice
- Develop and implement comprehensive financial plans tailored to individual client needs
- Monitor market trends and identify investment opportunities across various asset classes
- Conduct regular portfolio reviews and adjustments to ensure alignment with clients' objectives
- Stay updated on industry regulations, market conditions, and financial products
- Collaborate with internal teams to provide seamless service and access to a wide range of financial products
- Meet and exceed sales targets while maintaining high ethical standards
Kualifikasi
- Bachelor's degree in Finance, Business, Economics, or related field
- Relevant certifications such as CFA, CFP, or Series 3/7/63/65/66 licenses
- Minimum 3 years of experience in financial advisory, investment management, or sales
- Strong knowledge of investment products, financial markets, and wealth management strategies
- Excellent communication, presentation, and interpersonal skills
- Ability to analyze complex financial data and provide clear, actionable recommendations
- Proven track record of meeting sales targets and building client relationships