Our Services

Our Holistic approach ensures that you are advised on every stage of your life.

Securities
Insurance
Unit Trust
Managed Account

Securities

POEMS Account Opening

Open a POEMS account with different account type for your trading and investment needs

Share Builders Plan

Build a portfolio of shares using Dollar Cost Averaging method to capture all market volatility with as low as $100/month

Smart Park

Is your cash waiting for the next investment opportunity? Use Smart Park to park your cash in our Phillip Money Market Fund to enjoy better rates in SGD and USD

Insurance

Life Insurance

Managing risk of unforeseen circumstances is part of holistic financial planning. With over 10 life insurer partners, we provide you a wide range of solutions to address all your financial planning needs

General Insurance

With over 24 partners to choose from, we can cover all general insurance needs such as home, motor, travel to commercial insurance

Phillip @ Work

Leverage PhillipCapital’s platforms to provide insurance and investment solutions for your business management needs, whether you are a SME or MNC, we can provide a wide range of services in a holistic approach

Unit Trust

Advisory Wrap

Need professional advice to manage your Unit Trust portfolio? With over 3000 funds to choose from, our professional consultants can help craft a portfolio that meets your investment objective while addressing your risk tolerance.

Regular Saving Plan

Build a portfolio of Unit Trust using Dollar Cost Averaging method to capture all market volatility with as low as $100/month

Dividend Portfolio

Leave your Unit Trust portfolio in the hands of trained fund managers, with a selection of customised solutions with focused objectives.

Discretionary Portfolio Management

Managed Account

Leave your portfolio in the hands of trained fund managers, with a selection of customized solutions with focused objectives.

Smart Portfolio

Start your wealth accumulation journey by selecting one of our expertly managed portfolio, based on your risk appetite and time horizon, with as low as $300 per month.

Customised Portfolio

Need a bespoke service that tailors to your investment objectives? Create your own customized portfolio with our experienced fund managers

Meet Our Team

Branch Review

Tai HengTai Heng
08:29 27 Jan 23
Doreen attended to us, she is very friendly and knowledgeable, and helped us to resolve our account issues effectively. Thank you!
Ming HuiMing Hui
08:26 27 Jan 23
Doreen is very professional and friendly, she explains all our queries patiently and is very helpful settling all our account related issues. Great service! 😄👍🏻👍🏻👍🏻
Jessie WonJessie Won
03:35 19 Nov 22
Doreen provides Excellent servive so that we can have full understanding of poems app and changes to current online platform.Thanks a lot!
Ng KianhooNg Kianhoo
03:34 19 Nov 22
Shynn ChenShynn Chen
08:15 10 Nov 22
Doreen is very helpful and knowledgeable. She managed to resolve my problems in my account easily and explained very detailedShe’s a keeper! Thumbs up!
Norman LimNorman Lim
02:16 19 May 22
Met Ms Doreen at JW branch 17/5/2022. She was very welcoming, friendly, sincere with her approach. Going to the extra mile, show care and concern in advising me. Furthermore, she was very thoughtful, nice to a senior elderly customer who was behind me.Wonderful and excellent customer Orientated service.Thank you Doreen.
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Join Us

Relationship Manager
Client acquisition and retention.

Acquire, build and manage relationships with new and existing clients with a focus on asset growth and protection.

Providing clients with a wide array of financial services and products to meet their needs.

Participate in business development activities to generate new business and revenue streams, increase the company's market share, and maintain a competitive edge in the industry.
JOIN NOW
Associate Investment consultant
Client acquisition and retention.

Acquire, build and manage relationships with new and existing clients with a focus on asset growth and protection.

Providing clients with a wide array of financial services and products to meet their needs.

Participate in business development activities to generate new business and revenue streams, increase the company's market share, and maintain a competitive edge in the industry.
JOIN NOW
Marketing Associate
Delivering unparalleled service and high-quality customer experience to clients.

Participate in the organizing of branch events to proactively uncover new business opportunities.

Handling of general administrative duties in the branch.

Assist the Branch Manager and sales staff in meeting or exceeding client needs.

JOIN NOW

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Contact us

Office Address :

Blk 501 #01-275

Jurong West Street 51

Singapore 640501

Phone Number :

6812 1511

Mail Address :
jwest@phillip.com.sg
Contact Us Form