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 Portfolio Manager 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 email@example.com and join us!
For more info, visit www.phillip.com.sg/entrepreneurship
Taking it to the next level.
Are you already advising your clients on their investment needs? You would have earned the trust of your clients who act on your financial advice. Now, you can take this trust to the next level and scale your AUM business by managing your clients’ funds at managed account service level on a fee sharing structure.
Capitalize on an exciting opportunity to run and manage your own investment strategy. Leverage on the PhillipCapital brand, investment platform and support and your years of investment expertise to take your business to greater heights.
As a Portfolio Manager, you will be responsible for marketing Managed Account services and managing these portfolios. You will engage with the account holders and be responsible for the performance and asset growth of their portfolios. You will actively engage in the investment process including securities research and selection and maintain the basis for your investment decisions and documentation of your investment executions.
. Singaporean or PR
. Minimum Full A Levels or Diploma awarded by a local polytechnic or International Baccalaureate Diploma
. Experience in financial advisory or portfolio management would be an advantage
. Service-oriented and willing to go the extra mile for clients
. Entrepreneurial and resourceful, able to manage your own business independently
. Ability to build and retain a client base for Managed Accounts
. Meets the Guidelines on Fit and Proper Criteria, including but not limited to, competence and capability and financial soundness and have the prerequisites to apply for a Representative Licence for Fund Management
. Excellent interpersonal and communication skills (both verbal and written)