Wealth Manager

PhillipCapital is a financial services group headquartered in Singapore, with a presence in more than 15 countries.

Team #HFAAlliance are currently expanding our team of Wealth Managers – driven individuals who want to make a real impact on their clients’ lives while achieving financial success and personal growth.

What Does a Wealth Manager Do?
As a Wealth Manager, you will be at the forefront of helping clients achieve their financial aspirations. Your core responsibilities include:

1. Financial Planning & Strategy – Assess clients’ financial situations, create tailored strategies for wealth accumulation, retirement planning, and risk management.

2. Investment & Portfolio Management – Provide expert guidance on investment solutions, helping clients select suitable products from PhillipCapital’s diverse portfolio.

3. Risk & Insurance Advisory – Advise clients on insurance solutions that protect their wealth, health, and family from unforeseen risks.

4. Tax & Estate Planning – Develop strategies that minimize tax liabilities, preserve wealth, and ensure smooth estate transitions.

5. Building Lasting Relationships – Cultivate strong, trusting relationships with clients, becoming their trusted financial partner through every life stage.

6. Ongoing Financial Guidance – Continuously monitor and adapt clients’ financial plans to meet evolving goals, ensuring they stay on track for long-term success.

Why Wealth Management?
In a world where financial security is a top priority, the role of a Wealth Manager goes beyond just managing money – it’s about guiding clients toward financial freedom while building a fulfilling career for yourself.

Unlike a conventional corporate role, this path offers:
1) Unlimited Earning Potential – Your income is directly tied to your effort and skill, not a fixed salary.

2) Time Flexibility – Take charge of your own schedule.

3) Personal & Professional Growth – Develop financial acumen, leadership, and business skills.

4) Meaningful Impact – Help individuals and families achieve financial security and peace of mind.

What We Offer
1) Structured Mentorship & Training – We don’t just recruit; we groom future leaders. Our team provides hands-on guidance to ensure your success.

2) Comprehensive Product Suite – Gain access to a wide range of financial solutions, including investments, insurance, and retirement planning, backed by PhillipCapital’s global network.

3) Proven Success Framework – With the right mindset and commitment, our system ensures that you have the tools and strategies to thrive.

Who We’re Looking For
Team HFA Alliance are seeking individuals with an entrepreneurial mindset and a passion for finance, who thrive in a dynamic environment. You should enjoy meeting and communicating with new people, building meaningful relationships, and providing solutions that make a real impact.

You should also have:
1) A genuine desire to help clients achieve financial security and success.

2) A willingness to learn and grow through structured mentorship.

3) Strong communication and interpersonal skills.
A drive to succeed and the motivation to work independently.

The role is open to Singaporeans/Permanent Residents (PR)

No prior experience in finance? No problem! We focus on developing talent, if you bring the drive, we’ll provide the knowledge.

If you’ve ever wanted a career that rewards effort, offers limitless potential, and creates a lasting impact, this is it.

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)