Serving You Since 1975

Investment Associate – Digital Enablement & Automation (CCP)

Investment Associate – Digital Enablement & Automation (Career Conversion Programme)

Role Overview

Join a forward‑looking financial institution where integrity, teamwork, and client success drive everything we do. We’re seeking motivated and proactive individuals to support our growing wealth management business—especially those with an interest or background in process automation, digital tools, or workflow optimisation.

In this role, you will support clients’ financial goals, enhance internal processes through automation, and contribute to the delivery of high‑quality financial solutions. Whether in a client-facing or support capacity, you’ll be part of a team that values innovation, service excellence, and long-term client relationships.

Key Responsibilities

  • Acquire, engage, and manage client relationships with professionalism and care.
  • Conduct portfolio reviews and provide tailored financial recommendations.
  • Leverage automation tools, low‑code/no‑code platforms, AI tools, or scripting solutions to enhance business development, reporting, and operational workflows.
  • Provide timely and accurate support across daily operations, documentation, and compliance matters.
  • Drive digital enablement initiatives by identifying manual processes and proposing automation opportunities across sales, reporting, and operations.
  • Collaborate with internal teams to redesign workflows, enhance data accuracy, and improve overall operational efficiency through digital solutions, ensuring smooth and seamless client experiences.
  • Uphold regulatory and compliance standards while maintaining service excellence.

What We Offer

  • Basic salary and attractive incentive structure that rewards both performance and effort.
  • Comprehensive training, mentorship, and structured development under government-supported scheme.
  • A collaborative culture that values integrity, communication, innovation, and growth.
  • Opportunities to contribute to digitalisation and process-improvement initiatives.

Qualifications

  • Diploma or Degree in any discipline.
  • Minimum 2 years’ working experience; either in financial services, operations, or process automation is an advantage.
  • Knowledge of process automation, low‑code/no‑code tools (e.g., UIPath, CoPilot Studio), scripting, or AI‑powered productivity tools.
  • CMFAS certifications (M5, M6, M8, M9, HI) are beneficial.
  • Strong communication, interpersonal, and problem-solving skills.
  • Proactive, adaptable, and team‑oriented mindset.

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)