Independent Portfolio Manager

Taking it to the next level

Are you already advising your clients on their investment needs? You would have earned the trust of your clients who act on your financial advice. Now, you can take this trust to the next level and scale your AUM business by managing your clients’ funds at managed account service level on a fee sharing structure.

Capitalize on an exciting opportunity to run and manage your own investment strategy. Leverage on the PhillipCapital brand, investment platform and support and your years of investment expertise to take your business to greater heights.

As an independent Portfolio Manager, you will be responsible for marketing Managed Account services and managing these portfolios. You will engage with the account holders and be responsible for the performance and asset growth of their portfolios. You will actively engage in the investment process including securities research and selection and maintain the basis for your investment decisions and documentation of your investment executions.

Requirements

  • Degree holder
  • Experience in financial advisory or portfolio management would be an advantage
  • Good interpersonal and communications skills (both verbal and written)
  • Ability to build and retain a client base for Managed Accounts
  • Meets the Guidelines on Fit and Proper Criteria, including but not limited to, competence and capability and financial soundness and have the prerequisites to apply for a Representative Licence for Fund Management

If you are an entrepreneur and you are looking for an environment of growth and opportunities, please direct a full resume to recruitment@phillip.com.sg

We regret that only shortlisted candidates will be notified.

Brought to you by Phillip Securities Pte Ltd (A member of PhillipCapital)