Wealth Manager

Role overview

This opportunity is suited to someone who wants to build a meaningful career in wealth management without being confined to a narrow product range or a limited panel of partners. You will have access to more than 3,000 financial securities, over 2,000 funds, and a broad network of 35+ established insurance carriers, allowing you to recommend well-rounded solutions to clients.

Phillip Securities Pte Ltd is a global financial services company serving retail clients, high-net-worth individuals, family offices, and corporate as well as institutional customers. Its offerings span broking, futures, foreign exchange, bonds, precious metals, commodities, unit trusts, contracts for difference, exchange traded funds, fund management, managed accounts, insurance planning, regular savings plans, investment research, equity financing, and property consultancy.

Unlike many conventional financial firms, this setup provides direct access to global markets across equities, bonds, restricted funds, alternative assets, and more, along with an in-house trading platform and a work culture that emphasizes advisory independence rather than quota-driven selling.

Key responsibilities

• Build and re-engage a portfolio of clients using the POEMS trading platform.
• Support clients in placing DIY buy and sell trades across multiple exchanges and instruments, including stocks, ETFs, bonds, and unit trusts.
• Share timely market commentary, develop client relationships, understand financial goals, and suggest suitable wealth solutions.
• Track market movements, assess potential opportunities, and recommend relevant products based on analysis.

What this role offers

Wealth management is a growing field in Singapore, and this position gives you the chance to run your own business with purpose, independence, and uncapped earning potential. You will still receive the structure, tools, and training needed to grow successfully.

The company provides structured mentorship even for those new to finance, plus access to a broad product range covering investments, insurance, and retirement planning.

Skills and learning outcomes

• Financial planning and portfolio management
• Client relationship building
• Clear interpersonal communication
• Analytical thinking and problem solving
• Understanding of market trends
• Awareness of regulatory requirements

Who should apply

This role is a good fit for fast learners, strong communicators who enjoy helping clients regularly, and self-driven individuals who want to build their own practice. Singaporeans and permanent residents are welcome. Candidates without a finance background are also encouraged, as training will be provided.

Compensation model

This is a self-employed role where income is performance-based and may include commissions and bonuses. You will also have control over your schedule and work pace.

Additional information

The role is based in Singapore and is offered on a full-time, onsite basis.

Phillip Securities Pte Ltd highlights that it offers direct market access, its own trading platform, and advisory freedom without a pushy sales environment.

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