Dual-Licensed Consultant (Financial Advisory Consultant + Trading Representative) - Allowance Scheme
Do you enjoy flexibility, empowerment and fulfilment in your career?
Turn Your Passion and Entrepreneurship into a Successful Career.
A career at PhillipCapital as a Dual-Licensed Consultant can be challenging yet fulfilling.
Only at PhillipCapital, you have the option to take on multiple licences as you progress on your journey as an entrepreneur, unlocking new suites of products and services that you may provide to your clients.
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 firstname.lastname@example.org and join us!
For more info, visit www.phillip.com.sg/entrepreneurship
As a Dual-licensed Consultant, you would be able to offer a wider range of product offering and in turn increase the level of customer stickability. Product offerings would include Stock Broking, Wealth Management and Financial Planning.
With PhillipCapital’s Multi-Licence, Multi-Platform Infrastructure, you will be able to take up dual or even triple licences to increase your products and service offerings to your clients.
In this role, you help clients accomplish financial objectives by assessing their financial situation; develop and present financial strategies and plans and provide advisory services in protection and risk management throughout their whole life cycle. You will also provide investment advisory services to clients with the aim to grow their money through various investment strategies. By leveraging on our integrated trading platforms, you will be equipped with the necessary client acquisition skills and trading techniques to service and support your clients in their trading needs.
Successful candidates will be placed in a 6-month intensive and comprehensive training programme to ensure you will be equipped with the knowledge and skills needed to succeed in the entrepreneurial business.
You will be responsible and involved in:
. Client Acquisition through various prospecting strategies
. Participate in business development activities relating to Financial Planning
. Review prospective/existing client portfolios
. Propose solutions and planning for client investment needs
. Client Management and Retention
. Attend and respond to customer queries professionally
. Facilitate client’s trading needs through PhillipCapital’s multiple trading platforms
. 21 years old and above
. Singaporean or PR
. Minimum Full A Levels or Diploma awarded by a local polytechnic or International Baccalaureate Diploma
. Service-oriented and willing to go the extra mile for clients
. Entrepreneurial and resourceful, able to manage your own business independently
. Able to manage a portfolio of clients
. Passion for dealing in stocks and shares to help clients achieve their financial goals
. Excellent interpersonal and communication skills
Who we are looking for:
. Fresh Graduates - Candidates who graduated between 2018 to 2020 and are keen to learn more about the various investment and protection solutions and have a passion to help others to grow and protect their assets
. Mid-Career Switch - Candidates looking for a long-term career which allows you to achieve financial freedom and work flexibility from now till even after retirement