Phillip Wealth Advisory

Why Join PhillipCapital?

Do you enjoy flexibility, empowerment and fulfilment in your career?

A career at PhillipCapital as a Financial Advisory Consultant, Trading Representative and Portfolio Managers can be challenging yet fulfilling.
As no client situation is the same, you will become nimble and more innovative as you think out of the box to help them find solutions for their financial needs.
Furthermore, you’ll find fulfilment as you share your knowledge and expertise with your clients and help them improve their financial literacy to secure a brighter future for themselves and their loved ones.
Think you have what it takes? Reach out to us at [email protected] and join us!
As a Wealth Manager (Financial Advisory + Trading Representative), you would be able to offer a wider range of products and services in Stock Broking, Wealth Management and Financial Planning. You can offer over 40,000 financial products and services to high net worth individuals, as well as your retail and corporate clients. In this role, you help clients accomplish financial objectives; develop and present financial strategies in protection and risk management. You will also provide investment advisory to clients with the aim to grow their money through various investment strategies and service your clients in their trading needs. Recommended – an Industry first!
Financial Advisory Consultant
As a Financial Advisory Consultant, you can offer over 300 financial products and services to your retail clients, high net worth individuals and corporate clients. If you are concerned about providing value-added services to your clients, fret not as you will be equipped with information such product comparisons and performance analysis of investments.
At PhillipCapital, we adopt a team-based structure where we tap on each other’s strengths, and ensure the generation of long-term recurring and sustainable income for our advisors.
Trading Representative
As a Trading Representative of PhillipCapital, you have access to a comprehensive suite of financial products and services, such as broking in securities, exchange traded funds, unit trusts, equity financing, futures, insurance planning, fund management, managed accounts (private portfolio), and regular savings plan.
With our integrated platforms and wide range of products, you will be able to support your clients’ needs in both local and global markets.
Portfolio Manager
Take your clients’ trust in you and progress further by managing their portfolios directly based on your own investment strategy as a Portfolio Manager. Leverage on the PhillipCapital brand, investment platform and infrastructure to take your business to greater heights.
As a Wealth Manager (Financial Advisory + Trading Representative), you would be able to offer a wider range of products and services in Stock Broking, Wealth Management and Financial Planning. You can offer over 40,000 financial products and services to high net worth individuals, as well as your retail and corporate clients. In this role, you help clients accomplish financial objectives; develop and present financial strategies in protection and risk management. You will also provide investment advisory to clients with the aim to grow their money through various investment strategies and service your clients in their trading needs. Recommended – an Industry first!
Financial Advisory Consultant
As a Financial Advisory Consultant, you can offer over 300 financial products and services to your retail clients, high net worth individuals and corporate clients. If you are concerned about providing value-added services to your clients, fret not as you will be equipped with information such product comparisons and performance analysis of investments.
At PhillipCapital, we adopt a team-based structure where we tap on each other’s strengths, and ensure the generation of long-term recurring and sustainable income for our advisors.
Trading Representative
As a Trading Representative of PhillipCapital, you have access to a comprehensive suite of financial products and services, such as broking in securities, exchange traded funds, unit trusts, equity financing, futures, insurance planning, fund management, managed accounts (private portfolio), and regular savings plan.
With our integrated platforms and wide range of products, you will be able to support your clients’ needs in both local and global markets.
Portfolio Manager
Take your clients’ trust in you and progress further by managing their portfolios directly based on your own investment strategy as a Portfolio Manager. Leverage on the PhillipCapital brand, investment platform and infrastructure to take your business to greater heights.
As a Wealth Manager (Financial Advisory + Trading Representative), you would be able to offer a wider range of products and services in Stock Broking, Wealth Management and Financial Planning. You can offer over 40,000 financial products and services to high net worth individuals, as well as your retail and corporate clients. In this role, you help clients accomplish financial objectives; develop and present financial strategies in protection and risk management. You will also provide investment advisory to clients with the aim to grow their money through various investment strategies and service your clients in their trading needs. Recommended – an Industry first!
Financial Advisory Consultant
As a Financial Advisory Consultant, you can offer over 300 financial products and services to your retail clients, high net worth individuals and corporate clients. If you are concerned about providing value-added services to your clients, fret not as you will be equipped with information such product comparisons and performance analysis of investments.
At PhillipCapital, we adopt a team-based structure where we tap on each other’s strengths, and ensure the generation of long-term recurring and sustainable income for our advisors.
Trading Representative
As a Trading Representative of PhillipCapital, you have access to a comprehensive suite of financial products and services, such as broking in securities, exchange traded funds, unit trusts, equity financing, futures, insurance planning, fund management, managed accounts (private portfolio), and regular savings plan.
With our integrated platforms and wide range of products, you will be able to support your clients’ needs in both local and global markets.
Portfolio Manager
Take your clients’ trust in you and progress further by managing their portfolios directly based on your own investment strategy as a Portfolio Manager. Leverage on the PhillipCapital brand, investment platform and infrastructure to take your business to greater heights.
WHAT'S IN IT FOR YOU?

VALUE

Achieve flexibility, empowerment and fulfilment in your career
Enjoy a challenging yet fulfilling career as PhillipCapital’s Financial Advisory Consultant, Trading Representative or Portfolio Manager
Be the integrated service hub for your customers

BENEFITS

Be rewarded like an entrepreneur running your own business
Generate multiple revenue streams through building of your customer’s portfolio
Accumulate assets and gain credit Reach out to generations of customers and tailor solutions for them
What values do our PhillipCapital Entrepreneurs look for when selecting a partner to join them on their financial advisory journey?
At our new Phillip Wealth Advisory office (2 Stamford Rd), we ditched the conventional office set up for a refreshed, modern one!
What's Happening?

Ask Me Anything: Women in Finance/Investing for Women: Girls Just Wanna Have Fund$!?
09 Mar 2022, 8pm – 9pm
Speaker: Claudia Tan | Financial Services Manager @Phillip Securities & Christina Lim | Financial Advisory Consultant | Phillip Securities & Tan Me Ling | Deputy Head, Partnership Department | Phillip Securities
Find out why it’s crucial for women to take control of their personal finances and investment strategies!
Make your Dream a Reality

LIKE US ON FACEBOOK

Grandpa's Timeless Advice

Have a passion in finance & investment and want all that and more?
Turn your Passion and Entrepreneurship into a Successful Career with us today
Make your Dream a Reality

Andy started his career as a Technician in an Oil & Gas industry. Somehow, there was a voice inside of him telling him to pursue his dream. Today, he has progressed to a Portfolio Manager.
Soaring High in the Skies and on Land

Senior Financial Advisory Consultant, Cheryl Tan shares on how she made a “smooth landing” from a Cabin Crew to a Financial Planner and the importance of having a sound and resilient financial planning!
Entrepreneurship at PhillipCapital

Entrepreneurs of PhillipCapital

We are Expanding and We Want You!
Not sure yet? Hear from our PhillipCapital Entrepreneurs as they share their experiences!

MOST RECENT UPLOADS

Talent Acquisition

Evaluating the Opportunity

• We will help craft your business strategy by analysing the market household and asset opportunities available in your specific context, and leverage Phillip’s market share to drive growth.
• We will help you choose a location to anchor your business based on factors like traffic flow, retail footprint, and brand positioning opportunities to enable you to maximise your gains.
• We will help you handle lease negotiations, renovation plans and other fine details; which means you get to focus on building your business from day one.

Meeting PhillipCapital Partners

• Come and chat with us! Get to know our team, because we would love to get to know you! Above all, we desire to forge a fruitful partnership with you that will achieve win-win outcomes.
• Ask any question you have on our Phillip franchise model. We have dedicated specialists who will cater to your queries in face-to-face meetings that will hopefully lead to a meaningful relationship!

Positioning Your Business

Transitioning to PhillipCapital

• Your dedicated Business Development team and other Phillip specialists will help manage your transition plan and determine the asset conversion process.
• While you focus on your customers, we will assist you with operational issues from online account opening to Customer Relationship Management.
• We will meet you frequently to keep your transition on track and help you stay abreast of any developments that may arise.
• You will have access to a robust training framework to prepare you to run your business, both online and in person. Find out more about our new & simplified entry criteria.

Opening Your Branch

• The PhillipCapital “Franchise”. Our unique model.
• In the run-up to the opening of your branch, we will help you make an impression with potential customers by working with you to generate buzz in showcasing your presence.
• To position you as our newest partner, we will help you develop a strategy to connect with those in your community to let them know who they can turn to in seeking financial advisory help.
• Your dedicated Business Development team will help you leverage your unique expertise and the PhillipCapital brand to grow your business throughout your partnership with us.
  Meeting PhillipCapital
  Transitioning to

Evaluating the Opportunity

Meeting PhillipCapital Partner

• Come and chat with us! Get to know our team, because we would love to get to know you! Above all, we desire to forge a fruitful partnership with you that will achieve win-win outcomes.
• Ask any question you have on our Phillip franchise model. We have dedicated specialists who will cater to your queries in face-to-face meetings that will hopefully lead to a meaningful relationship!

Positioning Your Business

Transitioning to PhillipCapital

• The PhillipCapital “Franchise”. Our unique model.
• In the run-up to the opening of your branch, we will help you make an impression with potential customers by working with you to generate buzz in showcasing your presence.
• To position you as our newest partner, we will help you develop a strategy to connect with those in your community to let them know who they can turn to in seeking financial advisory help.
• Your dedicated Business Development team will help you leverage your unique expertise and the PhillipCapital brand to grow your business throughout your partnership with us.

Opening Your Branch

• Your dedicated Business Development team and other Phillip specialists will help manage your transition plan and determine the asset conversion process.
• While you focus on your customers, we will assist you with operational issues from online account opening to Customer Relationship Management.
• We will meet you frequently to keep your transition on track and help you stay abreast of any developments that may arise.
• You will have access to a robust training framework to prepare you to run your business, both online and in person. Find out more about our new & simplified entry criteria.
  We offer a comprehensive suite of over 40,000 financial products & solutions, empowering you to cater
  to your clients’ diverse financial needs, priorities and approaches.

Life Insurance

General Insurance

Unit Trust

Digital

Our Platforms & Services

Our digital wealth management platforms empower our financial advisory representatives with the latest integrated tools and technology to provide smart solutions to their clients.

WE'RE HERE WITH YOU EVERY

Here is how our suite of integrated Platforms & Services can support you from early stages such as lead generation to client relationship management right at your fingertips!

Attract

Let us discuss the power of attracting visitors. How would you as a Financial Adviser Representative go about doing this? This is a crucial step that involves attracting the right clients with the relevant content at the right time. We will help you to strategise and curate your content for social media posts to attract eyeballs.

Convert

After successfully attracting visitors, you can look into ways to keep them engaged. This could be through creating forms, organising meetings, direct messaging or whichever mode of communication works best for you. You could enhance your value to potential clients by providing relevant content and responding efficiently to queries.

Close

Good job, you’re almost there! Now, you need to convert these leads into your clients. In order to effectively do this, you should have a certain knowledge of which sales tools would be the most suitable for your target audience’s needs and goals.

Delight

After they finally become your clients, you will need to find ways to delight them and give them a meaningful experience. By delighting your clients, you will give them a better impression which could pave the way for them to refer you to their friends, family and other contacts.
Creating a Holistic Approach to Personalisation

Family Office Services

To your high-net-worth clients, families are their greatest priority. We provide a range of innovative solutions and tools for you to assist your clients in their wealth and legacy planning and capital preservation.

Variable Capital Companies (VCC)

For aspiring Fund Managers who would like to run your own Fund, focus on what you do best i.e. Investment and leverage PhillipCapital’s strong heritage in research, corporate governance and back-office support services to support your business. Our devoted team of knowledgeable subject matter experts will be there to assist you at every step of the process to ensure a successful VCC launch.
The Phillip Investor Centre
Our Unique Model

AWARDS & RECOGNITIONS

CELEBRATING THE TOP ACHIEVEMENTS & STELLAR PERFORMANCES OF OUR PHILLIPCAPITAL ENTREPRENEURS

★ ★ ★ ★ ★ 3/5

★ ★ ★ ★ ★ 3/5

★ ★ ★ ★ ★ 3/5
Follow our Facebook Page to stay up-to-date with the most recent award announcements as well as past awards.

What Our Representatives Say About Us?

By having access to a wide range of services provided by PhillipCapital, I know that my clients will be able to receive the most holistic and suitable insurance and investment products for their financial goals.
Swarna Kalyan Associate Manager
An Open Architecture Platform provides our clients a holistic approach to grow their wealth here at PhillipCapital. Together with over 40,000 products and a team of specialists, our clients are on track to achieve a smooth financial journey.
Alvin Tan Financial Services Director
By partnering with various fund houses, insurers and other financial product providers, PhillipCapital provides me the flexibility to provide comprehensive and customised financial solutions for clients through the right mix of products and services at my disposal.
Elijah Lee Financial Services Manager
Thanks to PhillipCapital’s multi-product and multi-platform provider, my clients and I are able to practice independent and holistic financial planning. I am eager to demonstrate how much more I can offer to my clients in terms of protection, retirement and investment planning!
Lelauthe Senior Financial Consultant
As a well-established and integrated financial institution, PhillipCapital offers a wide selection of financial products and services tailored to suit its individual and corporate clients. This is vital to support my clients in building their portfolios and growing their wealth.
Jezreel Lim Financial Advisory Consultant
With its platforms that provide multi-asset solutions, PhillipCapital helps my clients to achieve ideal investment results. We are dedicated to continuous technological advancements to further improve both client experience and operational efficiency.
Lionel Lim Principal Investment Specialist
I am certain that PhillipCapital’s work culture will contribute to enhanced intergenerational trust and seamless wealth transfer. Together with our desire and capacity to invest in our consultants, this creates a win-win scenario for our clients, consultants and the company.
Brian See Toh Financial Advisory Consultant
At PhillipCapital, we provide the broadest selection of wealth solutions, which are vital for me to satisfy my clients’ diverse and evolving wealth planning needs. We constantly reinvent ourselves in order to stay relevant and deliver optimal solutions to meet the population’s needs.
Ferlin Mok Associate Manager
PhillipCapital has been able to deliver customer success commitment through its comprehensive suite of investment vehicles supported by highly experienced teams. As an avid investor myself, together with my clients, we are able to find financial success here at PhillipCapital.
Ben Wong Financial Advisory Consultant
I have been able to deliver value-added wealth opportunities and solutions that are customized for my clients’ financial needs and goals here at PhillipCapital. With a comprehensive suite of financial products and services being offered, PhillipCapital has been able to achieve continued success.
Vincent Loh Financial Services Manager
With the help of PhillipCapital, I can recommend a range of goods and services that best suits the financial needs of my clients. I am confident that I will be able to help my clients achieve their financial aspirations..
Elin Chee Financial Advisory Consultant
With a reach of over 40,000 financial products such as insurance, global stocks and bonds, PhillipCapital has a complete suite of financial products and services. This enables me to cater to my clients’ diverse financial needs, priorities and approaches.
Loo Choon Wea Financial Advisory Consultant
I have been able to achieve much joy and satisfaction by helping my clients to achieve their desired financial goals. I attribute this to PhillipCapital’s extensive reach in the global market given it has a partnership with over 35 insurance companies and it offers over 40,000 financial products.
Joseph Hoon Wealth Manager
For anyone who would like to maximize their wealth and coverage, PhillipCapital provides a comprehensive financial platform for you to achieve that goal. Furthermore, it offers a full-scale of financial products and services to address various financial needs and wants.
Claudia Tan Financial Services Manager
As a highly recognised financial house, PhillipCapital’s mission statement “Your Partner in Finance” speaks volumes to me. It has a strong and well-established reputation in the finance industry with a wide array of financial products from more than 35 insurance partners.
Christina Lim Leng Eng Financial Advisory Consultant
It has always been my mission as a Financial Advisory Consultant to help my clients build a holistic financial portfolio. With PhillipCapital offering a comprehensive suite of financial products and services, I believe that it would enable me to bring my clients to greater heights in their financial journey.
Chua Inn Chong Financial Advisory Consultant
With a win-win value proposition and streamlined processes, PhillipCapital has empowered me to support my clients to achieve their financial goals. Furthermore, it boasts a well-established framework and a wide variety of competitive financial products and services.
Seah Peng Siong Wealth Manager (Dual License)
PhillipCapital has equipped me with a full suite of financial products and services to cater to my clients’ diverse financial needs and aspirations.Thanks to the company, I am able to tailor financial solutions to help my clients achieve their desired financial status.
Frank Lai Financial Services Consultant
PhillipCapital has created an eco-system for my clients; both individual and corporate alike, locally and internationally. It is wonderful to be with a company with the capacity to cater to a wide spectrum of financial needs.
See Siew Peng Financial Advisory Consultant
As PhillipCapital is constantly exploring new ways to meet the evolving needs of investors, I have been able to create tailored solutions for my clients with the end goal of attaining wealth with a passive income.
Jason Tan Financial Services Manager
PhillipCapital is always forward-thinking, seeking to meet daily challenges and striving to stay ahead of the ever-changing needs of investors.
Joey Choy Principal Investment Specialist
In my 19 years at PhillipCapital, its well-established platform has provided me with a comprehensive range of financial services for retail, corporate, high net-worth clients and Family Offices. Together with its extensive ecosystem and global presence, I have been able to scale my business in new frontiers.
Soufe Lim Financial Services Director
We are also equipped with efficient platforms at PhillipCapital, making our sales processes easier, and our client-serving, more effective.
Charlene Tay Financial Advisory Consultant
The trailblazer in the financial industry has always been PhillipCapital. In 1996, the launch of its trading platform, POEMS, transformed local investors’ trading habits. I believe that it has also been the only local brokerage firm to provide Securities Advisory Services.
Dan Chang Investment Specialist
I converted to be a Trading Representative as I was confident that PhillipCapital has one of the best platforms for securities and wealth management. With the skills and experience that my team’s leading fund managers have, I know that my clients will be able to invest and sleep with a peace of mind.
Eric Oh Senior Trading Representative & Associate Manager
The support in training, business development and marketing that PhillipCapital has provided has enabled me to better serve my clients’ needs. In addition, our team advocates teamwork, thereby creating greater synergy in the quality of our work too.
Dylan Ho Financial Services Consultant
I am proud to be the one-stop solution for all my clients’ insurance and investment needs at PhillipCapital. My decision to join was further reaffirmed when I received praises from my clients for making their financial planning process simpler.
Kelvin Wang Financial Services Director
The guidance and support provided by my manager and teammates has encouraged me to stay at PhillipCapital. They are ever-ready to share their experience and extend a helping hand to me, especially when I am the youngest in the team
Natalie Chan Financial Services Consultant
With PhillipCapital’s multi-license infrastructure, anyone can pursue their area of expertise. Our clients can invest with confidence while leveraging leading global fund managers with proven strategies and track records.
William Lim Financial Services Manager
PhillipCapital is one of Singapore’s earliest investment firms having been in operation for 45 years. Given that our clients have faith in our heritage and wealth of experience, this makes it easier to build trust.
Margaret Chua Financial Services Manager
Together with its partnership with multiple fund houses and insurers, PhillipCapital is able to create exclusive and customised investment products for its clients. Furthermore, we have the ability to scale our business through accumulating Assets-under-management (AUM).
Jonathan Chan Financial Services Director
By having access to a wide range of services provided by PhillipCapital, I know that my clients will be able to receive the most holistic and suitable insurance and investment products for their financial goals.
Swarna Kalyan Associate Manager
An Open Architecture Platform provides our clients a holistic approach to grow their wealth here at PhillipCapital. Together with over 40,000 products and a team of specialists, our clients are on track to achieve a smooth financial journey.
Alvin Tan Financial Services Director
By partnering with various fund houses, insurers and other financial product providers, PhillipCapital provides me the flexibility to provide comprehensive and customised financial solutions for clients through the right mix of products and services at my disposal.
Elijah Lee Financial Services Manager
Thanks to PhillipCapital’s multi-product and multi-platform provider, my clients and I are able to practice independent and holistic financial planning. I am eager to demonstrate how much more I can offer to my clients in terms of protection, retirement and investment planning!
Lelauthe Senior Financial Consultant
As a well-established and integrated financial institution, PhillipCapital offers a wide selection of financial products and services tailored to suit its individual and corporate clients. This is vital to support my clients in building their portfolios and growing their wealth.
Jezreel Lim Financial Advisory Consultant
With its platforms that provide multi-asset solutions, PhillipCapital helps my clients to achieve ideal investment results. We are dedicated to continuous technological advancements to further improve both client experience and operational efficiency.
Lionel Lim Principal Investment Specialist
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