Business Development Executive (Investment Solutions)

Job Description: The Investment Solutions Department of Phillip Capital provides a suite of products and services that includes Robo services, Managed Accounts, and an array of funds. This enables our clients and distribution channels to better meet their investment strategies and objectives. The Investment Solutions team is looking to grow with talented individuals with an intrapreneurial mindset. Successful candidates will require various skillsets involving business development, data analytics, operations, and servicing. Communication and relationship building is key in this dynamic role. The Business Development Executive is highly focused on understanding the needs and evolving priorities of our distribution channels and

See More

Investment Consultant / Relationship Manager

Phillip Investor Centre is a one-stop financial hub. We offer holistic financial solutions, which includes global stocks trading as well as wealth management advisory service. We are strategically located in neighbourhoods around Singapore to provide convenience to clients. We are looking for positive, results-oriented, and adaptable individuals to join our Phillip Family. Our Opportunity: Phillip Investor Centre is the branch network of PhillipCapital Group and is primarily responsible for helping individuals and families with their financial investment needs, be it wealth accumulation or protection. Phillip Investor Centre has the solution for everyone. Building strong, personal relationships with our clients is

See More

Business Development Executive (Partnership)

Responsibilities: Planning and execution of creative campaigns and promotional activities in marketing that will promote recruitment numbers and productivity Conceptualization and production of digital and physical marketing collaterals on financial products and services Work with internal stakeholders and salesforce to align marketing strategies and activities Liaise across departments and with external parties to facilitate smooth execution of campaigns and projects according to deadlines Create digital outreach strategies that incorporate multiple forms of media including webinars, email, social media, paid search, SEO, SEM, GDN, banner ads and more Identify opportunities for participation in external events/trade shows, and provide support in planning

See More

Business Development Executive

Responsibilities: Grow the client base and revenue via FA Reps channel Engagement activities with FA Reps on securities related products matters and processes Handle enquiries on products and settlements Manage clients’ credit management controls Conduct product briefing and handles enquiries via seminar or social media platforms Participate in FA Reps road shows and activities Requirements: Degree in any discipline Experience in a related industry will be an advantage Certifications in CMFAS M1, M5, M6 and M6A will have an added advantage Entry level candidates with the passion and right attitude to succeed will be considered Effective communication skills to be

See More

Business Development Executive (Insurance Distribution)

Responsibilities: You will be part of a team to grow the life insurance business though the various sales channels. – To actively identify new business opportunities – To build and maintain good relationships with business partners and work closely with them on marketing strategies, trainings, etc – To provide prompt and effective support to the various sales channels – To assist in the research and analysis of life insurance products and conduct trainings to the various sales channels – To ensure projects and processes are in compliance with MAS and company’s regulations – To assist in system and process enhancement

See More

Relationship Manager (Affluent Market)

Responsibilities: PhillipCapital is an integrated Asian financial house with a global presence, operating in the financial hubs of 15 countries. We serve affluent clients across the region and are looking for suitable candidates to join the business development and client acquisition team. We are looking for a self-motivated and driven individual to play a vital role: • To provide clients with wealth solutions that meet their financial needs and objectives. • In the active acquisition of new clients via events and leads. • To collaborate with other departments, channels, overseas offices and senior management to identify market opportunities, develop strategies

See More

Business Development Executive (Affluent Market)

Responsibilities: Conduct market research and market segmentation to identify ideal segments for pursuit Identify business opportunities and assist in proposal development Build strong relationship through understanding and determining our clients’ needs Engage actively with clients via sales calls and presentations offering our business solutions Business reporting and analysis To succeed in this role, you should: Possess strong analytical skills, verbal and written communication skills Have excellent presentation skills to conduct seminars and drive marketing activities Be a team player whom is aligned to the department’s objective in expanding our business Keep abreast of market trends and competitor offerings Requirements: Diploma/

See More

Sales Executive, IT Solutions

We are not a typical IT sales company. We use what we build. We are also a Financial Institution. We have been building our own financial systems over the last 25 years. Our corporate clients do not just get vendor help from us but also proven best practices because we practice what we preach. Our main motivation is to empower investors by partnering with other FIs via our IT solutions. Our fintech engineers are also pushing the boundaries of innovation to offer better solutions to our corporate clients.   Job Responsibilities:   Connecting with IT specialists and display versatility in

See More

Sales Specialists – Traded Endowment/ Life Policies

Job Highlights   Sales representative for a dynamic and growing company Hands-on mentorship Advancement opportunities Job Description & Scope   Explain to investors how the value of traded insurance policies is enhanced over time Understand clients’ needs and recommend suitable policies Help clients formulate and work towards their investment goals Requirements   Knowledge of insurance products will be advantageous. Preferably with some sales experience. Able to work independently Enterprising and resourceful   If you can take up the challenge, looking for an environment of growth and opportunities; please direct a full resume, stating the position applied, present and expected salaries

See More

Business Development Executive (Managed Accounts)

We are looking for a high quality candidate who are keen to pursue an entrepreneurial career. The role would be dynamic, diverse and require various skill sets involving business development, marketing, sales management and servicing. You should enjoy interacting and communicating with people, the key is always the relationships. Together with HOD and CIO, you will help us grow our business to its full potential. We are afraid to put any target to this, as it can be frighteningly huge! There are several parts of our business that you may want to explore to see if current limits can be

See More