Associate Wealth Consultant - We welcome mid-career switch/ Fresh Grads

PHILLIP SECURITIES PTE LTD
7 days ago
Posted date7 days ago
N/A
Minimum levelN/A
Are you ready to embark on a meaningful, future-ready career in wealth advisory?
The Associate Wealth Consultant (AWC) Program by Phillip Securities is a specially curated 6-month development journey designed for aspiring professionals eager to make a mark in Singapore's dynamic financial services industry. Whether you're starting fresh or seeking a purposeful career switch, this program equips you with the expertise, tools, and confidence to thrive as a trusted financial consultant.
A Structured 3-Phase Training Journey
Phase 1: Foundations & Industry Readiness
Phase 2: Building Your Advisory Skillset
Phase 3: Sales Mastery & Client Engagement
Why Join the AWC Program?
✅ Structured 6-Month Training Roadmap
Learn from experienced mentors, product specialists, and top-performing advisors through a step-by-step learning progression.
✅ Real Client Engagement
Put your knowledge to the test through live client interactions and practice-based learning.
✅ Mentorship & Team Support
Be guided by dedicated mentors and supported by in-house training and business teams throughout your journey.
✅ Fixed Monthly Allowance + Incentives
Enjoy a stable monthly allowance while training, with potential for performance-based incentives and future commission-based income.
✅ Career Advancement Opportunities
Upon completion, transition into a licensed Wealth Consultant role with multiple growth pathways under Phillip Securities.
We're Looking For...
Ready to Start Your Wealth Advisory Journey?
Start your journey with Phillip Securities today.
Apply for the AWC Program and take your first step toward a fulfilling, performance-driven career.
Contact us : Entrepreneur@phillip.com.sg or +65 6531 5431
Find out more : https://www.phillip.com.sg/sg/entrepreneurship/
The Associate Wealth Consultant (AWC) Program by Phillip Securities is a specially curated 6-month development journey designed for aspiring professionals eager to make a mark in Singapore's dynamic financial services industry. Whether you're starting fresh or seeking a purposeful career switch, this program equips you with the expertise, tools, and confidence to thrive as a trusted financial consultant.
A Structured 3-Phase Training Journey
Phase 1: Foundations & Industry Readiness
- Understand the role of a financial consultant
- Learn about Phillip Securities' heritage and vision
- Get oriented on compliance, ethics, and MAS regulations
- Receive core product training: insurance, ILPs, retirement, and savings
- Gain exposure to investment platforms and client tools
Phase 2: Building Your Advisory Skillset
- Master the fundamentals of financial planning and risk profiling
- Learn how to conduct needs-based analyses and create tailored financial strategies
- Dive into our ecosystem: General Insurance, Phillip Trust, PMMF, Smart Park & more
- Utilize financial wellness tools and digital platforms effectively
Phase 3: Sales Mastery & Client Engagement
- Sharpen your objection handling and communication techniques
- Explore sales strategies, client profiling, and presentation skills
- Engage in role-plays and real-world case scenarios
- Gain practical experience through roadshows and mentorship
Why Join the AWC Program?
✅ Structured 6-Month Training Roadmap
Learn from experienced mentors, product specialists, and top-performing advisors through a step-by-step learning progression.
✅ Real Client Engagement
Put your knowledge to the test through live client interactions and practice-based learning.
✅ Mentorship & Team Support
Be guided by dedicated mentors and supported by in-house training and business teams throughout your journey.
✅ Fixed Monthly Allowance + Incentives
Enjoy a stable monthly allowance while training, with potential for performance-based incentives and future commission-based income.
✅ Career Advancement Opportunities
Upon completion, transition into a licensed Wealth Consultant role with multiple growth pathways under Phillip Securities.
We're Looking For...
- Individuals with a strong hunter mindset-proactive, self-driven, and results-oriented
- Willingness to work hard and go the extra mile to succeed
- Passion for finance and helping others achieve financial well-being
- Strong interpersonal and communication skills
- Diploma/Degree holders from any discipline
Ready to Start Your Wealth Advisory Journey?
Start your journey with Phillip Securities today.
Apply for the AWC Program and take your first step toward a fulfilling, performance-driven career.
Contact us : Entrepreneur@phillip.com.sg or +65 6531 5431
Find out more : https://www.phillip.com.sg/sg/entrepreneurship/
JOB SUMMARY
Associate Wealth Consultant - We welcome mid-career switch/ Fresh Grads

PHILLIP SECURITIES PTE LTD
Singapore
7 days ago
N/A
Contract / Freelance / Self-employed
Associate Wealth Consultant - We welcome mid-career switch/ Fresh Grads