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


PHILLIP SECURITIES PTE LTD
7 days ago
Posted date
7 days ago
N/A
Minimum level
N/A
OtherJob category
Other
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
  • 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/
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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