Serving You Since 1975

Team Lead, Phillip Investor Centre

Role Overview:

Phillip Investor Centre is a one-stop financial hub, with 12 Investor Centres strategically located across Singapore. We provide holistic financial solutions, including wealth management advisory services, global equities, fixed income instruments and investment solutions.

Key Roles and Responsibilities:

  • Drive team sales performance and achieve Wealth Management KPIs.
  • Develop and execute business strategies to grow AUM, revenue and client acquisition.
  • Recruit, coach and develop a high-performing team of Relationship Managers.
  • Conduct regular sales reviews, pipeline discussions and performance coaching.
  • Support Relationship Managers in delivering holistic wealth management solutions.
  • Build and maintain a strong pipeline through networking, referrals and business development activities.
  • Promote financial literacy through seminars, client engagement and community outreach initiatives.
  • Ensure compliance with regulatory requirements, internal policies, KYC/AML standards and Fair Dealing principles.

Requirements:

  • Minimum 5 to 8 years of experience in the financial services industry.
  • At least 3 years of sales leadership or people management experience.
  • Proven track record in wealth management, investment advisory or financial product sales.
  • Strong leadership, coaching and people development skills.
  • Excellent business development and relationship management capabilities.
  • Degree in any discipline preferred.
  • CMFAS certifications (M1A, M5, M6, M6A, M8, M8A, M9, M9A and HI) preferred.

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)