Intern, Client Engagement and Business Operations (CRM Initiatives)

What You Will Be Working On

The Dealing team supports clients throughout their investment journey, from account onboarding and maintenance to business operations and process improvement initiatives. As an intern, you will gain exposure to client servicing while contributing to projects that enhance dealer productivity, operational workflows, and digital tools used by front-line teams.

In This Role, You Will:

• Support KYC and customer due diligence (CDD) processes.
• Prepare client communications for account reviews, document requests, and account related notifications.
• Assist in handling basic client enquiries and servicing requests.
• Support client outreach and engagement campaigns.
• Work closely with dealers to ensure timely follow-up on client matters.
• Support the enhancement and testing of dealer dashboard and CRM-related initiatives.
• Contribute ideas to improve workflows, usability, and operational efficiency.

What We Are Looking For:

• Currently pursuing a Bachelor’s Degree in Business, Finance, Economics, Marketing, Communications, or a related field.
• Excellent verbal and written communication skills.
• Strong attention to detail and organizational skills.
• Curious and eager to learn new processes and systems.
• Comfortable identifying issues and suggesting improvements.
• Collaborative mindset and ability to work well with different stakeholders.
• Proactive, adaptable, and willing to learn on the job.

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)