| Position | Wealth Manager / Financial Strategist |
| Posted | 04 Aug 2026 |
| Expired | 03 Sep 2026 |
| Company | PhillipCapital |
| Location | Singapore | SG |
| Job Type | Full Time |
Latest job information from PhillipCapital for the position of Wealth Manager / Financial Strategist. If the Wealth Manager / Financial Strategist vacancy in Singapore matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.
Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at PhillipCapital for the position of Wealth Manager / Financial Strategist below matches your qualifications.
I've seen this career change people in ways they didn't expect. if you are curious, keep reading.
Most people spend their 20s and 30s working for someone else's dream. This is a chance to build your own.
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Wealth Manager / Financial Strategist
PhillipCapital · Singapore · Full-time
Singaporeans & PRs only
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What you'll actually be doing
▸ Build your own client portfolio
You prospect, advise, and grow your own client base — from young professionals to business owners. Your book, your income, your reputation. No one dictates your ceiling.
▸ Craft real financial strategies
Insurance, investments, retirement planning, CPF optimisation — holistic, client-first advice across the full spectrum. No single-product scripts. No pressure selling.
▸ Use AI to stay ahead
We actively build AI tools into our advisory — policy summaries, wealth planning, client engagement tools. You'll be working with the future of financial advisory, not catching up to it.
▸ Show up, grow up, repeat
Team trainings, market updates, strategy sessions. The advisors who invest in themselves here go further, faster. There is no ceiling — there is only effort.
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Your first year
★ Intensive foundations programme
Structured training built around the right habits from day one — prospecting, client conversations, financial planning. Done properly so you never have to unlearn bad practices later.
★ 1-on-1 mentorship
Real coaching from advisors who've been in the trenches. Direct feedback, no gatekeeping. Ask the hard questions. Get honest answers.
★ Open team environment
We collaborate, not compete. Leads, ideas, wins — shared openly. If you've survived a toxic agency culture before, this will feel like a completely different world.
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Who we're looking for
→ Singaporean or PR — you understand the local landscape: CPF, HDB, MediShield, the full picture
→ You treat rejection as data, not defeat. A "no" tells you something. You move forward anyway
→ You want to build something — a client book, a brand, a career — not just clock out at 6pm
→ Curious about markets, people, and how AI is changing the way financial advisory works
→ Willing to be challenged every day and hold yourself accountable when nobody is watching
→ Finance background is a plus, not a must. We've brought in engineers, ex-military, fresh grads, career switchers. Drive matters more than your degree
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What's in it for you
Uncapped income — commission, incentives, renewals. Your earnings scale with your client base. Straightforward.
Dual-licence pathway — work towards both your Financial Advisory and Remisier licences. More capabilities, more value to clients, more earning potential.
? Your book is yours — you write it, you own it. No employer holds your client relationships hostage. This relationship business can be a real asset.
PhillipCapital's platform behind you — 50 years, 15 countries, one of Asia's most trusted financial houses. That credibility works for you from day one.
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Don't just send a CV. Tell us your story. Why now. Why this.
DM me directly or drop a comment below.
After reading and understanding the criteria and minimum qualification requirements explained in the job information Wealth Manager / Financial Strategist at the office Singapore above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.
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