Job Description

Client Engagement Specialist

Role Overview:


Phillip Securities is expanding our Wealth Management business and seeking a motivated and client-focused Client Engagement Specialist to promote unique long-term investment solutions. This is an exciting opportunity to be part of a growing team that combines sales engagement, investment product knowledge, and process improvement. You will also have the opportunity to obtain your Financial Advisor (FA) licence and advance your career in wealth management. Our vision is to train a well-rounded individual and help you discover your best path forward in this industry for you.


Key Responsibilities:

  • Partner with in-house sales teams to promote and increase adoption of investment solution products (e.g. SBP, RSP, SmartPortfolio, SmartPark, etc).

  • Identify client opportunities, follow up on leads, and support client acquisition efforts including cross-channel initiatives

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    Job Details

    Location
    Singapore, Singapore, Singapore
    Job Type
    Full-time
    Category
    Business Operations Specialists
    Posted Date
    February 12, 2026
    Deadline
    March 24, 2026