Why Join PhillipCapital?

Do you enjoy flexibility, empowerment and fulfilment in your career?

A career at PhillipCapital as a Financial Advisory Consultant, Trading Representative and Portfolio Managers can be challenging yet fulfilling.

As no client situation is the same, you will become nimble and more innovative as you think out of the box to help them find solutions for their financial needs.

Furthermore, you’ll find fulfilment as you share your knowledge and expertise with your clients and help them improve their financial literacy to secure a brighter future for themselves and their loved ones.


Think you have what it takes? Reach out to us at entrepreneur@phillip.com.sg and join us!

Wealth Manager
As a Wealth Manager (Financial Advisory + Trading Representative), you would be able to offer a wider range of products and services in Stock Broking, Wealth Management and Financial Planning. You can offer over 40,000 financial products and services to high net worth individuals, as well as your retail and corporate clients. In this role, you help clients accomplish financial objectives; develop and present financial strategies in protection and risk management. You will also provide investment advisory to clients with the aim to grow their money through various investment strategies and service your clients in their trading needs. Recommended – an Industry first!
Financial Advisory Consultant
As a Financial Advisory Consultant, you can offer over 300 financial products and services to your retail clients, high net worth individuals and corporate clients. If you are concerned about providing value-added services to your clients, fret not as you will be equipped with information such product comparisons and performance analysis of investments.

At PhillipCapital, we adopt a team-based structure where we tap on each other’s strengths, and ensure the generation of long-term recurring and sustainable income for our advisors.
Trading Representative
As a Trading Representative of PhillipCapital, you have access to a comprehensive suite of financial products and services, such as broking in securities, exchange traded funds, unit trusts, equity financing, futures, insurance planning, fund management, managed accounts (private portfolio), and regular savings plan.

With our integrated platforms and wide range of products, you will be able to support your clients’ needs in both local and global markets.
Portfolio Manager
Take your clients’ trust in you and progress further by managing their portfolios directly based on your own investment strategy as a Portfolio Manager. Leverage on the PhillipCapital brand, investment platform and infrastructure to take your business to greater heights.
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WHAT'S IN IT FOR YOU?

VALUE

Achieve flexibility, empowerment and fulfilment in your career

 

Enjoy a challenging yet fulfilling career as PhillipCapital’s Financial Advisory Consultant, Trading Representative or Portfolio Manager

 

Be the integrated service hub for your customers

BENEFITS

Be rewarded like an entrepreneur running your own business

 

 

Generate multiple revenue streams through building of your customer’s portfolio

 

 

Accumulate assets and gain credit Reach out to generations of customers and tailor solutions for them

YOUR REALITY

YOUR FUTURE

What values do our PhillipCapital Entrepreneurs look for when selecting a partner to join them on their financial advisory journey?

At our new Phillip Wealth Advisory office (2 Stamford Rd), we ditched the conventional office set up for a refreshed, modern one!

What's Happening?

Ask Me Anything: Women in Finance/Investing for Women: Girls Just Wanna Have Fund$!?

09 Mar 2022, 8pm – 9pm

Speaker: Claudia Tan | Financial Services Manager @Phillip Securities & Christina Lim | Financial Advisory Consultant | Phillip Securities & Tan Me Ling | Deputy Head, Partnership Department | Phillip Securities 

Find out why it’s crucial for women to take control of their personal finances and investment strategies!

Like and Follow our Phillip Wealth Advisory Facebook Page

to be updated on our latest happenings!

Make your Dream a Reality

Like and Follow our Phillip Wealth Advisory Facebook Page

to be updated on our latest happenings!

LIKE US ON FACEBOOK

Entrepreneurship at PhillipCapital

Grandpa's Timeless Advice

Have a passion in finance & investment and want all that and more?

Turn your Passion and Entrepreneurship into a Successful Career with us today

Make your Dream a Reality

Andy started his career as a Technician in an Oil & Gas industry. Somehow, there was a voice inside of him telling him to pursue his dream. Today, he has progressed to a Portfolio Manager.

Soaring High in the Skies and on Land

Senior Financial Advisory Consultant, Cheryl Tan shares on how she made a “smooth landing” from a Cabin Crew to a Financial Planner and the importance of having a sound and resilient financial planning!

Entrepreneurship at PhillipCapital

Entrepreneurs of PhillipCapital

We are Expanding and We Want You!
Not sure yet? Hear from our PhillipCapital Entrepreneurs as they share their experiences!

MOST RECENT UPLOADS

Money Matters

Ask Me Anything

Talent Acquisition

What's Next?

Evaluating the Opportunity

  • We will help craft your business strategy by analysing the market household and asset opportunities available in your specific context, and leverage Phillip’s market share to drive growth.
  • We will help you choose a location to anchor your business based on factors like traffic flow, retail footprint, and brand positioning opportunities to enable you to maximise your gains.
  • We will help you handle lease negotiations, renovation plans and other fine details; which means you get to focus on building your business from day one.

Meeting PhillipCapital Partners

  • Come and chat with us! Get to know our team, because we would love to get to know you! Above all, we desire to forge a fruitful partnership with you that will achieve win-win outcomes.
  • Ask any question you have on our Phillip franchise model. We have dedicated specialists who will cater to your queries in face-to-face meetings that will hopefully lead to a meaningful relationship!

Positioning Your Business

  • We will help craft your business strategy by analysing the market household and asset opportunities available in your specific context, and leverage Phillip’s market share to drive growth.
  • We will help you choose a location to anchor your business based on factors like traffic flow, retail footprint, and brand positioning opportunities to enable you to maximise your gains.
  • We will help you handle lease negotiations, renovation plans and other fine details; which means you get to focus on building your business from day one.

Transitioning to PhillipCapital

  • Your dedicated Business Development team and other Phillip specialists will help manage your transition plan and determine the asset conversion process.
  • While you focus on your customers, we will assist you with operational issues from online account opening to Customer Relationship Management.
  • We will meet you frequently to keep your transition on track and help you stay abreast of any developments that may arise.
  • You will have access to a robust training framework to prepare you to run your business, both online and in person. Find out more about our new & simplified entry criteria.

Opening Your Branch

  • The PhillipCapital “Franchise”. Our unique model.
  • In the run-up to the opening of your branch, we will help you make an impression with potential customers by working with you to generate buzz in showcasing your presence.
  • To position you as our newest partner, we will help you develop a strategy to connect with those in your community to let them know who they can turn to in seeking financial advisory help.
  • Your dedicated Business Development team will help you leverage your unique expertise and the PhillipCapital brand to grow your business throughout your partnership with us.
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1

Evaluating
the Opportunity

2

Meeting PhillipCapital
Partners

3

Positioning
Your Business

4

Transitioning to
PhillipCapital

5

Opening
Your Branch

Evaluating the Opportunity

  • We will help craft your business strategy by analysing the market household and asset opportunities available in your specific context, and leverage Phillip’s market share to drive growth.
  • We will help you choose a location to anchor your business based on factors like traffic flow, retail footprint, and brand positioning opportunities to enable you to maximise your gains.
  • We will help you handle lease negotiations, renovation plans and other fine details; which means you get to focus on building your business from day one.

Meeting PhillipCapital Partner

  • Come and chat with us! Get to know our team, because we would love to get to know you! Above all, we desire to forge a fruitful partnership with you that will achieve win-win outcomes.
  • Ask any question you have on our Phillip franchise model. We have dedicated specialists who will cater to your queries in face-to-face meetings that will hopefully lead to a meaningful relationship!

Positioning Your Business

  • We will help craft your business strategy by analysing the market household and asset opportunities available in your specific context, and leverage Phillip’s market share to drive growth.
  • We will help you choose a location to anchor your business based on factors like traffic flow, retail footprint, and brand positioning opportunities to enable you to maximise your gains.
  • We will help you handle lease negotiations, renovation plans and other fine details; which means you get to focus on building your business from day one.

Transitioning to PhillipCapital

  • The PhillipCapital “Franchise”. Our unique model.
  • In the run-up to the opening of your branch, we will help you make an impression with potential customers by working with you to generate buzz in showcasing your presence.
  • To position you as our newest partner, we will help you develop a strategy to connect with those in your community to let them know who they can turn to in seeking financial advisory help.
  • Your dedicated Business Development team will help you leverage your unique expertise and the PhillipCapital brand to grow your business throughout your partnership with us.

Opening Your Branch

  • Your dedicated Business Development team and other Phillip specialists will help manage your transition plan and determine the asset conversion process.
  • While you focus on your customers, we will assist you with operational issues from online account opening to Customer Relationship Management.
  • We will meet you frequently to keep your transition on track and help you stay abreast of any developments that may arise.
  • You will have access to a robust training framework to prepare you to run your business, both online and in person. Find out more about our new & simplified entry criteria.
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Our Partners

We offer a comprehensive suite of over 40,000 financial products & solutions, empowering you to cater
to your clients’ diverse financial needs, priorities and approaches.

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Life Insurance
Partners
0
General Insurance
Partners
0
Unit Trust
Partners
0
Digital
Platforms
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Our Platforms & Services

Our digital wealth management platforms empower our financial advisory representatives with the latest integrated tools and technology to provide smart solutions to their clients.

MatchMe

CRM

C360

Navigator

WE'RE HERE WITH YOU EVERY
STEP OF THE WAY

Here is how our suite of integrated Platforms & Services can support you from early stages such as lead generation to client relationship management right at your fingertips!

Attract

Strangers

Visitors

Let us discuss the power of attracting visitors. How would you as a Financial Adviser Representative go about doing this? This is a crucial step that involves attracting the right clients with the relevant content at the right time. We will help you to strategise and curate your content for social media posts to attract eyeballs.

Convert

Visitors

Leads

After successfully attracting visitors, you can look into ways to keep them engaged. This could be through creating forms, organising meetings, direct messaging or whichever mode of communication works best for you. You could enhance your value to potential clients by providing relevant content and responding efficiently to queries.

Close

Leads

Customers

Good job, you’re almost there! Now, you need to convert these leads into your clients. In order to effectively do this, you should have a certain knowledge of which sales tools would be the most suitable for your target audience’s needs and goals.

Delight

Customers

Promoters

After they finally become your clients, you will need to find ways to delight them and give them a meaningful experience. By delighting your clients, you will give them a better impression which could pave the way for them to refer you to their friends, family and other contacts.

Creating a Holistic Approach to Personalisation

Family Office Services

To your high-net-worth clients, families are their greatest priority. We provide a range of innovative solutions and tools for you to assist your clients in their wealth and legacy planning and capital preservation.

Variable Capital Companies (VCC)

For aspiring Fund Managers who would like to run your own Fund, focus on what you do best i.e. Investment and leverage PhillipCapital’s strong heritage in research, corporate governance and back-office support services to support your business. Our devoted team of knowledgeable subject matter experts will be there to assist you at every step of the process to ensure a successful VCC launch.

The Phillip Investor Centre
Franchise
-
Our Unique Model

AWARDS & RECOGNITIONS

CELEBRATING THE TOP ACHIEVEMENTS & STELLAR PERFORMANCES OF OUR PHILLIPCAPITAL ENTREPRENEURS
3/5
3/5
3/5

What Our Representatives Say About Us?

YOUR SUCCESS IS OUR SUCCESS

Take the first step to becoming
YOUR OWN BOSS NOW!

Please Tell Me More!

Your Reality

  • Multiple Partnerships
  • Lack of sales support
  • Conflict of customer interest

Your Future

  • Customer-driven model