Dual-License Wealth Managers

PHILLIP SECURITIES PTE LTD

Singapore, Singapore
Flexible (work from home or office)
Strong communication skills
Adaptability in fast-paced environment
Minimum a levels or ib diploma
Phillip Securities Pte Ltd is seeking passionate and entrepreneurial Dual-License Wealth Managers to join their Wealth Management team in Singapore. The role involves providing tailored financial strategies and managing client relationships, with flexibility in work arrangements and opportunities for professional growth

Job Summary

  • You will offer a diverse range of exclusive financial products and services to clients while developing personalized financial strategies.
  • The role provides the opportunity to become dual-licensed for both investment and insurance solutions to serve clients with a 360° approach.
  • Employees enjoy work flexibility with the freedom to choose between working from home or the office and managing their own schedules.

Matching Summary

Match Score: 85

Phillip Securities Pte Ltd is seeking passionate and entrepreneurial Dual-License Wealth Managers to join their Wealth Management team in Singapore. The role involves providing tailored financial strategies and managing client relationships, with flexibility in work arrangements and opportunities for professional growth.

Skills & Requirements

Must-have

  • Strong communication skills
  • Adaptability in fast-paced environment
  • Minimum A Levels or IB Diploma

Nice-to-have

  • Entrepreneurial mindset
  • Drive to succeed
  • CMFAS certificates
  • Relevant financial qualifications

Key Requirements

  • Minimum A Levels, Local or IB Diploma
  • Dual licensing for investment and insurance (preferred)
  • Excellent interpersonal and communication skills

Work Rights

Not specified

Tailored Resume

Cover Letter