Manager, Digital Sales Channel

Since our inception as a stockbroker in Singapore on 18 June 1975, PhillipCapital has grown into an integrated Asian financial house with a global presence. Today, we operate in the financial hubs of 15 countries with offices in Australia, Cambodia, China (and Hong Kong SAR), India, Indonesia, Japan, Malaysia, Singapore, Spain, Thailand, Turkey, UK, UAE, USA and Vietnam, serving over 1 million clients with Assets Under Management of total more than USD 35 Billion. We are looking for positive, results-oriented, and adaptable individuals to join our Phillip Family.

Our Opportunity:

This role is in the call centre team. It is primarily responsible for driving sales for products online, helping individuals and families with their financial investment needs, be it wealth accumulation or protection.

Building strong, personal relationships with our clients is a key component to our Partnership in Finance.

Our Investment Consultant/Relationship Manager will pursue this mission through:

  • Understanding the products and process.
  • Connecting with clients and placing clients’ interest first.
  • Delivering unparalleled quality in service
  • Presenting clients with our wide array of financial services and products.

What you’ll do:

You will acquire, build and manage a relationship practice made of both new and existing clients, focusing on:

  • Marketing of products online
  • Client Acquisition and Retention via online and offline channels
  • Asset Growth and Protection
  • Provision of client focused solutions

Typical daily activities include:

  • Proactively participate in business development/client acquisition activities.
  • Reviewing prospect/client portfolios.
  • Propose needs-based solutions to prospects/ clients.
  • Attending and responding to customer queries professionally (in person and via phone)

Our Incentive program rewards both your effort in client acquisition and retention. Incentive begins with your first closure. We value integrity, open communication, and relentless focus on the client.

What you need to have:

  • A Diploma/Degree, preferably in Business, Banking & Finance, or Engineering
  • Applicants with at least 2 years of progressive career track record of sales experience in financial services Industry will be considered for Relationship Manager position.
  • Applicants who are new-to-financial industry who possess positive attitude and aptitude will be considered.
  • Financial Advisory experience and accreditation in CMFAS M5, M6, M8, M9 & HI is an advantage.
  • An initiator and team player.
  • Good communication skills.

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

We regret that only shortlisted candidates will be notified.

Brought to you by Phillip Securities Pte Ltd (A member of PhillipCapital)