Investment Specialist

Become a Licensed Investment Specialist with Phillip Securities

Are you ready to transform your career and make your mark in the world of investments?

Phillip Securities is inviting passionate individuals to take the leap with our newly revamped Investment Specialist Programme—a structured, career conversion journey that equips you with the skills, licenses, and confidence to thrive as a licensed specialist in Singapore’s fast-evolving financial markets.

Why Join the Investment Specialist Programme?

·         Structured Learning

·         Real Industry Exposure

·         Monthly Allowance

·         Fast-Track to Licensing

·         Mentorship Support

What Does an Investment Specialist Do?

An Investment Specialist is your client’s go-to expert on the markets.
You provide advisory on stocks, funds, and portfolio strategies, helping clients navigate market cycles, assess opportunities, and make informed financial decisions.

Your role includes:

·         Supporting clients in trading and investment strategies

·         Delivering market insights and financial updates

·         Offering suitable solutions across equities, funds, and managed portfolios

·         Building long-term client relationships based on trust and performance

Programme Highlights

Phase 1 – Foundations & Certification 

·         3-month intensive training on products, platforms, operations, and regulations.

·         Clear required examinations (e.g. CM-CMP, RES1, RES5).

·         Start client acquisition activities under supervision.

Phase 2 – Sales & On-the-Job Training 

·         Receive your trader Code and take full ownership of your clients.

·         On-the-ground experience at roadshows and daily equity operations.

·           Soft skills training to enhance communication and client handling

Phase 3 – Continuous Growth 

·         Ongoing upskilling with advanced product training and market updates.

·         Continued mentorship and business-building support.

We are looking for individuals who: 

·         Have a strong interest in investments, equities, and financial markets

·         Are analytical, self-motivated, and client-focused

·         Hold a Diploma or Degree in any discipline (finance-related a plus)

·         May have experience in finance, banking, or sales (fresh grads also welcome)

Prior finance experience is not required. Training provided.

 

If you are looking for an environment of growth and opportunities, please write in with a detailed resume stating the position applied and expected salaries to the HR department via 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)