Serving You Since 1975

Financial Services Associate (Career Conversion Programme)

Role Overview

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
  • Provide timely and accurate support for daily operations and documentation.
  • Collaborate with internal teams to ensure smooth client experiences.
  • 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, operations, or client servicing is an advantage.
  • CMFAS certifications (M5, M6, M8, M9, HI) are beneficial.
  • Minimum 2 years working experience
  • Strong communication, interpersonal, and problem-solving skills.
  • Proactive and team-oriented mindset.
  • Knowledge of process automation or experience with coding and AI tools is a plus.

You will be deployed to a suitable role according to any past relevant experience you may have.

If you are looking for an environment of growth and opportunities, please send a cover letter with your resume, stating the position applied, present and expected salaries 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)