Investment Specialist

Singapore
Permanent
Full-time

1 month ago
Apply easily

Become a Licensed Investment Specialist with Phillip SecuritiesAre you ready to transform your career and make your mark in the world of investments?Phillip Securities is inviting passionate individuals to take the leap with our newly revamped Investment Specialist Programme-a structured, career conversion journey that equips you with the skills, licenses, and confidence to thrive as a licensed specialist in Singapore's fast-evolving financial markets.Why Join the Investment Specialist Programme?· Structured Learning· Real Industry Exposure· Monthly Allowance· Fast-Track to Licensing· Mentorship SupportWhat Does an Investment Specialist Do?An Investment Specialist is your client's go-to expert on the markets.
You provide advisory on stocks, funds, and portfolio strategies, helping clients navigate market cycles, assess opportunities, and make informed financial decisions.Your role includes:· Supporting clients in trading and investment strategies· Delivering market insights and financial updates· Offering suitable solutions across equities, funds, and managed portfolios· Building long-term client relationships based on trust and performanceProgramme HighlightsPhase 1 - Foundations & Certification· 3-month intensive training on products, platforms, operations, and regulations.· Clear required examinations (e.g. CM-CMP, RES1, RES5).· Start client acquisition activities under supervision.Phase 2 - Sales & On-the-Job Training· Receive your trader Code and take full ownership of your clients.· On-the-ground experience at roadshows and daily equity operations.· Soft skills training to enhance communication and client handlingPhase 3 - Continuous Growth· Ongoing upskilling with advanced product training and market updates.· Continued mentorship and business-building support.We are looking for individuals who:· Have a strong interest in investments, equities, and financial markets· Are analytical, self-motivated, and client-focused· Hold a Diploma or Degree in any discipline (finance-related a plus)· May have experience in finance, banking, or sales (fresh grads also welcome)· Only SingaporeansPrior finance experience is not required. Training provided.

PhillipCapital