PhillipCapital– Job Description
BestTop Career Fair 2025

Application Support Executive

Key Responsibilities
This is mainly an external customer facing role which requires a combination of
functional and technical skills to manage enquiries on trading applications. You will
also liaise with vendors and internal departments to ensure customer requests are
addressed in an effective and timely manner, whilst keeping clients abreast on the
status of their requests. Effective communication skills with an agile mindset is
essential to perform efficiently in this role. You are expected to manage trading
applications and related business processes to deliver excellent support for clients.
On the job training will be provided.

Job Qualifications

• Diploma in any discipline

• Basic IT troubleshooting skills

• Able to work on rotational shifts, will be primarily assigned to the afternoon and night shift

• Self-motivated individual who is able to stay focus on objectives and work within timeline

• Client centric with good poise to meet the challenging demands of clients

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If you are looking for an environment of growth and opportunities, please write in with a detailed resume stating the position applied and expected salaries to the HR department via recruitment@phillip.com.sg. We regret that only shortlisted candidates will be notified.

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Customer Experience Executive
Key Responsibilities

• Handle clients’ enquiries via phone, emails, and live chats relating to products, accounts and trading related matters.

• Communicate directly with clients and encourage trusting relationships.

• Perform product sales referral and participate in projects to improve workflow process and customer service experience.

• Develop effective strategies to improve both new and existing campaigns.

• Foster good working relationships with internal stakeholders and other departments to ensure effective communication and implementation of marketing campaigns.

• Assist in delivering reports for campaign performance evaluation and reporting.

Job Qualifications

• Diploma/Degree in any discipline with certifications in CMFAS modules. (Entry level with no prior work experience are welcome to apply).

• This role requires UK Shift

• 1 year work experience in customer service or call-centre is preferred.

• Excellent interpersonal and communication skills.

• Proficient in MS Office applications (Word, Excel and Powerpoint).

• Organized, independent and able to multi-task.

• Able to work independently and as a team.

• Digital marketing in SEM/SEO and social media experience is preferred.

• Support any other related and ad hoc marketing projects / events as required

If you are looking for an environment of growth and opportunities, please send a cover letter with your resume, stating the position applied, present and expected salaries to recruitment@phillip.com.sg We regret that only shortlisted candidates will be notified.

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Operations (Partnership) Executive
Key Responsibililities

• Manage queries and deliver dedicated customer support to our Contractual

• Representatives (Trading Representatives and Financial Advisors).

• Gather and document user requirements, and serve as the liaison for system enhancements.

• Oversee the accurate and timely processing of daily incoming and outgoing Telegraphic Transfers.

• Ensure strict adherence to regulatory requirements and internal compliance standards.

• Handle service support and operational tasks, including email communications, cheque dispatches, and other ad-hoc assignments.

• Coordinate and support projects and corporate events.

• Support continuous process transformation by leveraging automation, reviewing workflows, engaging users for feedback, and recommending innovative system improvements

• Undertake additional responsibilities and ad-hoc tasks as assigned.

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Job Qualifications

• Diploma/Degree in any discipline.

• Strong process-oriented mindset with a service-focused approach.

• Excellent communication and interpersonal skills.

• Proactive, resourceful, and able to take initiative.

• Familiarity with automation platforms, RPA tools, or coding and scripting languages (e.g., Python, SQL, or similar) will be an advantage

If you are looking for an environment of growth and opportunities, please send a cover letter with your resume, stating the position applied, present and expected salaries to recruitment@phillip.com.sg We regret that only shortlisted candidates will be notified.
 

Investment Specialist
About the role

Become a Licensed Investment Specialist with Phillip Securities. Are 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 Support

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Programme Highlights
Phase 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 handling

Phase 3 – Continuous Growth 

• Ongoing upskilling with advanced product training and market updates.

• Continued mentorship and business-building support.

Key Responsibilities
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 performance

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Job Qualifications

• 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 Singaporeans

• Prior finance experience is not required. Training provided.

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If you are looking for an environment of growth and opportunities, please send a cover letter with your resume, stating the position applied, present and expected salaries to recruitment@phillip.com.sg. We regret that only shortlisted candidates will be notified.

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Compliance Officer

About the role

We are looking for a proactive and detail-oriented Compliance Officer with 4–6 years of experience in the asset and fund management industry, preferably within Singapore or other APAC markets. The successful candidate will support the development, implementation, and monitoring of the firm’s compliance program, ensuring alignment with local and regional regulations.

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Key Responsibilities

• Ensure compliance with all applicable Singapore regulations, including but not limited to the Securities and Futures Act (SFA), Financial Advisers Act (FAA), Variable Capital Companies Act (VCC Act), Companies Act (CA), MAS Notices, Guidelines, and the Code on Collective Investment Schemes.

• Review and monitor fund management activities, discretionary mandates, and investment advisory services for regulatory compliance.

• Maintain and update compliance policies and procedures to reflect evolving MAS requirements and industry best practices.

• Conduct internal compliance monitoring and surveillance across front-office, middle-office, and back-office functions.

• Support the review and submission of regulatory filings, regular Compliance Reports, and other surveys as required.

• Provide compliance advisory support to portfolio managers, product teams, and distribution staff on fund launches, marketing materials, and cross-border marketing requirements.

• Deliver regular compliance training and updates to staff across the organization.

• Liaise with external auditors, legal counsel, and MAS where applicable, including handling inspections or audits.

• Track regulatory developments, conduct impact assessments, and assist in implementing regulatory changes across the business.

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Job Qualifications

• Bachelor’s degree in Law, Accountancy, Finance, Business, or a related discipline.

• 4–6 years of relevant compliance experience in Singapore’s asset and fund management sector, preferably with a CMS licence holder.

• Strong understanding of Singapore regulatory frameworks (SFA, FAA, VCC Act, CA, AML/CFT, MAS guidelines) and experience with different fund structures (e.g., VCCs, private equity, unit trusts).

• Experience with regulatory engagement and reporting to MAS.

• Familiarity with cross-border offering rules in Asia is an advantage.

• Ability to work independently and confidently in a fast-paced, regulated environment.

• Excellent interpersonal, analytical, and communication skills.

• Optional Attributes

  • ICA Diploma in Compliance / AML, CAMS, or similar regulatory certifications

  • Legal or regulatory qualification (e.g., Singapore Bar, relevant licensing courses under IBF)

  • Knowledge or familiarity with automation and data tools such as RPA, UiPath, Tableau, etc.

If you are looking for an environment of growth and opportunities, please send a cover letter with your resume, stating the position applied, present and expected salaries to recruitment@phillip.com.sg. We regret that only shortlisted candidates will be notified.

Legal/Business Assurance Executive
Key Responsibilities

• Draft, review and negotiate of key service agreements and other commercial agreements and documents with counterparties and vendors

• Provide legal support in new business initiatives and development of new products

• Work with business units to ensure compliance with audit requirements, controls and policies

• Review and establish policies and procedures to ensure compliance with regulatory requirements and corporate guidelines

• Provide regular updates to Business units on new regulatory developments and changes and to assess and advise on the impact to existing business models

• Conduct knowledge sharing session for employees on legal issues relevant to business unit

• Assist where relevant in conjunction with other support units in the implementation, ongoing review and updating of procedures and controls relating to global services products and the relevant business entities

• Participate in special projects as required

• Manage outside counsel as required

• Keep abreast of industry trends, products, relevant laws and regulations

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Job Qualifications

• Degree in Law / Legal (preferred)

• At least 3 years of working experience in legal or audit field, preferably with relevant exposure to financial industry of Singapore

• Excellent oral and written communication in English. Good proficiency in Mandarin will be an added advantage

• Ability to work independently on multiple on-going tasks

• Excellent people management skills with ability to collaborate with business units to develop practical solutions within regulatory constraints

If you are looking for an environment of growth and opportunities, please send a cover letter with your resume, stating the position applied, present and expected salaries to recruitment@phillip.com.sg. We regret that only shortlisted candidates will be notified.

CFD Trader

Key Responsibilities
As a member of the CFD Market Making Team, you will report to the Trading Manager and be responsible for market making, algorithmic and proprietary trading activities. You are required to ensure that the company’s risk exposures are properly hedged and in compliance with regulatory and company policies. You will work with traders to optimise and develop quantitative hedging strategies, build signal generation and back-testing framework across different asset classes. In addition, you will assist the team in providing a comprehensive suite of quality and innovative CFD services for the investors, sales force and corporate partners.

Job Qualifications

• Degree in any discipline

• Entry level candidates are welcome to apply

• Good understanding of risk and hedging concepts

• Possess MS Excel and VBA skills

• Knowledge in IT programming (Python, C++) is an advantage

• Working experience in securities and futures dealing is an advantage

• Certifications in CMFAS M1a, M5 &; M6 and M6a is an advantage

• Assertive and quick with numbers

• Team player and able to perform under pressure

• Able to work shifts and on public holidays

If you are looking for an environment of growth and opportunities, please send a cover letter with your resume, stating the position applied, present and expected salaries to recruitment@phillip.com.sg. We regret that only shortlisted candidates will be notified.

Dealer/Senior Dealer, Global Derivatives and Commodities (Night)

About the role
Phillip Nova is seeking an enthusiastic and client-focused Sales Dealer to strengthen client engagement and drive trading activity across global derivatives and equities markets. This role goes beyond precise trade execution, placing a strong emphasis on developing lasting client relationships, identifying trading opportunities, and delivering proactive market insights to support clients’ trading strategies. The ideal candidate is a sharp executor with a sales-driven mindset, dedicated to growing trading volumes and contributing to overall business performance.

Key Responsibilities

• Execute client orders accurately and efficiently, ensuring strict compliance with internal risk policies and regulatory requirements.

• Actively engage clients with trading ideas, timely market insights, and product updates to stimulate trading activity.

• Build and maintain strong relationships with both existing and prospective clients, understanding their trading strategies and needs.

• Provide timely updates on order status, market developments, and key product information through various communication channels (email, phone, messaging platforms).

• Monitor client portfolios and promptly escalate any risk concerns.

• Identify cross-selling opportunities and share client feedback to support business growth and product development.

• Collaborate with internal teams (Operations, Risk, Marketing, Product) to ensure a seamless and high-quality client experience.

• Provide first-level troubleshooting and support for electronic trading platforms.

• Contribute to marketing campaigns, client education initiatives, and new client acquisition efforts.

Key Qualifications

• Willing to rotate between London and US working hours.

• Degree in any discipline

• Preferably 1-2 years of experience in sales trading, dealing, or a client-facing role within financial markets.

• CMFAS certifications (RES1A, RES2A, RES5, CM-EIP and CM-SIP) are advantageous.

• Strong knowledge and interest in global derivatives and equities market

• A self-starter with a strong commercial mindset, focused on building client relationships and identifying trading opportunities.

• Excellent communication and interpersonal skills, with the ability to engage and support clients effectively.

• Comfortable working under pressure in a fast-paced, high-volume trading environment, including rotating shifts and on public holidays.

• Meticulous and analytical, with a keen eye for trade monitoring and risk management.

• Proactive, adaptable, and collaborative, with a continuous drive to improve processes and deliver value to both clients and the business.

If you are looking for an environment of growth and opportunities, please write in with  a detailed resume stating the position applied and expected salaries to the HR department via recruitment@phillip.com.sg.. We regret that only shortlisted candidates will be notified.

Assistant Accountant

About the role

This is newly created multi-functional accountant who will experience multiple product accounting roles and responsibilities over time in Finance Operation function, with aim to synchronise the accounting and backoffice data for analytical review purpose, enable better business decision making. Candidate will be groomed to be Finance Operation Manager over time. Reporting to the Finance Manager or Head of Finance, you are responsible for helping the organisation accomplish its objectives by performing financial and management reporting, and consolidating operational information of the entities in the PhillipCapital Group; safeguarding of the assets by enforcing a high standard of internal controls and compliance with the regulatory requirements and company policies.

Key Responsibilities

• Perform analytical review on customer’s trading pattern to assist business decision making.

• Assigned to handle accounting book keeping for one of the main financial product.

• Perform daily operational work and preparation of bank/broker reconciliations

• Cash management and reporting, including daily forecasting and budgeting if assigned.

• Month-end closing, monthly management reporting, and annual statutory reporting, supported by schedule of accounts.

• Full set accounting for certain subsidiary’s book and consolidation if any.

• Liaising and preparation of information to meet external audit requirements.

• Meet regulatory reporting requirements with the authorities such as MAS, SGX, ACRA, IRAS and local applicable laws.

• Compliance with the Securities and Futures Act regulations (“SFA”) and all other regulations applicable to the Group, this includes daily treasury cash management and trust maintenance.

• Assist in process improvement and IT initiative to enhance efficiency and effectiveness.

• Other duties whenever assigned.

Job Qualifications

• Diploma/ Advance Diploma/ Degree in Accountancy. Professional qualification is advantageous.

• Preferable to have at least 3-15 years of relevant working experiences.

• Exposure in financial services industry would be preferred. Candidate is expected to demonstrate strong career resilience with at least one of the past job experience more than 3 years, and ones who prefers career stability.

• IT knowledge in programming, coding and data analytics is preferred.

• Positive, meticulous, systematic, assertive, analytical, possess strong problem solving skills, good oral communication, written and interpersonal skills

• Able to work under tight timelines and work over time whenever necessary.

• Proficient in Microsoft Office application

If you are looking for an environment of growth and opportunities, please write in with a detailed resume stating the position applied and expected salaries to the HR department via recruitment@phillip.com.sg.. We regret that only shortlisted candidates will be notified.

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Finance Executive/Senior Executive

About the role

Reporting to the Finance Manager, you are responsible for helping the organisation accomplish its objectives by performing financial and management reporting, and consolidating operational information of the entities in the PhillipCapital Group; safeguarding of the assets by enforcing a high standard of internal controls and compliance with the regulatory requirements and company policies. Depending on your competencies and personal attributes, you might involve in taxation, GST management, treasury management, sub-group consolidation, IT Automation project, liaison with various stakeholders, this includes but not limited to other business units, internal and external auditors and bankers.

Key Responsibilities

• Assigned to handle accounting book keeping for one of the main financial product

• Perform daily operational work and preparation of bank/broker reconciliations

• Handling the cash management functions such as daily processing, fund transfer and various projects, if assigned

• Month-end closing, monthly management reporting, and annual statutory reporting, supported by schedule of accounts

• Full set accounting for certain subsidiary’s book

• Liaising and preparation of information to meet external audit requirements

• Meet regulatory reporting requirements with the authorities such as MAS, SGX, ACRA, IRAS and local applicable laws

• Compliance with the Securities and Futures Act regulations (“SFA”) and all other regulations applicable to the Group, this includes daily treasury cash management and trust maintenance

• Assist in process improvement and IT initiative to enhance efficiency and effectiveness

• Other duties whenever assigned

Job Qualifications

• Minimum qualifications: Diploma/ Advance Diploma/ Degree in Accountancy. Professional qualification is advantageous.

• Preferable to have at least 1-3 years of relevant working experiences.

• Exposure in financial services industry would be preferred.

• IT knowledge in programming, coding and data analytics is preferred.

• Positive, meticulous, systematic, assertive, analytical, possess strong problem solving skills, good oral communication, written and interpersonal skills

• Able to work under tight timelines and work over time whenever necessary.

• Proficient in Microsoft Office applications

If you are looking for an environment of growth and opportunities, please send a cover letter with your resume, stating the position applied, present and expected salaries to recruitment@phillip.com.sg. We regret that only shortlisted candidates will be notified.

Investment Analyst (Buy Side)

About the role
We are strengthening our capabilities in the area of fundamental analysis and portfolio management. To this end, we are expanding our Investment Solutions team to interested candidates with an appetite for analytic work and portfolio management work in a small buy-side setting of managed accounts.

What we offer:

• Opportunities for professional growth and development.

• A dynamic and collaborative work environment.

• Exposure to diverse financial markets and investment strategies.

Key Responsibilities

• Conduct detailed financial analysis and market research to identify investment opportunities.

• Develop and manage investment portfolios, aligning them with client objectives and risk profiles.

• Provide strategic recommendations based on market trends and economic forecasts.

• Collaborate with the team to develop investment strategies and contribute to the firm’s financial products.

• Regularly communicate with clients to update them on portfolio performance and market developments.

• Analyze financial data and investment opportunities.

• Manage client portfolios, ensuring compliance with both company and regulatory standards.

• Develop and maintain client relationships through excellent service and communication.

• Stay abreast of market trends to inform investment decisions.

• Contribute to the development of the firm’s investment strategies an products.

Job Qualifications

• Bachelor’s degree in Finance, Economics, or a related field; a Master’s degree or CFA is preferred.

• Minimum of 3 years’ experience in financial analysis, investment management, or a related field.

• Strong analytical skills with a deep understanding of financial markets and investment products.

• Excellent communication and interpersonal skills, with the ability to present complex information clearly.

• Proven track record of managing investment portfolios and achieving financial objectives.

• Proficient in financial software and tools

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If you are looking for an environment of growth and opportunities, please send a cover letter with your resume, stating the position applied, present and expected salaries to recruitment@phillip.com.sg. We regret that only shortlisted candidates will be notified.

Business Development Cyber Security

About the role
We are seeking a strategic, technically adept Cybersecurity Consultant to lead business development efforts and drive innovation in Singapore’s cybersecurity landscape. This hybrid role blends consultative sales, CREST-accredited penetration testing, and the promotion of AI- and RPA-enhanced cybersecurity solutions. The successful candidate will identify new business opportunities, deliver tailored technical solutions, and champion automation-driven security transformation across regulated industries.

Key Responsibilities

• Business Development & Consulting

  • Identify and engage target clients across financial services, healthcare technology, and professional services sectors.

  • Develop and execute go-to-market strategies for cybersecurity offerings, including AI-powered threat detection and RPA-enabled audit automation.

  • Manage the full sales cycle: lead generation, solution presentation, proposal development, and contract negotiation.

  • Conduct client needs assessments and propose cybersecurity solutions aligned with Singapore’s regulatory frameworks (PDPA, MAS TRM).

• Technical Delivery & Penetration Testing

  • ​Perform penetration testing (VAPT) across web, mobile, cloud, and infrastructure environments, ensuring CREST standards are met.

  • Generate detailed technical and executive-level reports with risk analysis and actionable remediation guidance.

  • Collaborate with pentesters and technical teams to deliver client engagement and integrate findings into tailored solutions.

  • Apply knowledge of OWASP Top 10, MITRE ATT&CK, and secure coding practices to assess and improve client environments.

• Automation Integration

  • Integrate AI and RPA into cybersecurity operations to enable automate triage, evidence collection, and compliance reporting.

  • Lead initiatives to embed hyperautomation into cybersecurity workflows, combining RPA, AI/ML, and orchestration tools.

• Thought Leadership & Brand Building

  • Provide thought leadership on emerging cybersecurity risks, automation trends, and regulatory developments.

  • Represent the company at industry events, conferences, and networking sessions to build brand visibility and strategic relationships.

Job Qualifications

• 3–5 years in business development, sales, or consulting within cybersecurity, IT services, or technology solutions

• CREST CRT and CPSA certified (preferred)

• Penetration testing, vulnerability assessments, security audits

• Exposure to RPA tools (UiPath, Automation Anywhere, Power Automate); familiarity with AI-based security tools (XDR, SOAR, ML-based detection)

• Strong understanding of OWASP Top 10, MITRE ATT&CK, PDPA, MAS TRM, ISO 27001

• Exceptional communication, presentation, and negotiation skills; ability to work independently and collaboratively in a fast-paced, client-facing consulting environment

If you are looking for an environment of growth and opportunities, please send a cover letter with your resume, stating the position applied, present and expected salaries to recruitment@phillip.com.sg. We regret that only shortlisted candidates will be notified.

Application Support Executive

Key Responsibilities

This is mainly an external customer facing role which requires a combination of functional and technical skills to manage enquiries on trading applications. You will also liaise with vendors and internal departments to ensure customer requests are addressed in an effective and timely manner, whilst keeping clients abreast on the status of their requests. Effective communication skills with an agile mindset is essential to perform efficiently in this role. You are expected to manage trading applications and related business processes to deliver excellent support for clients. On the job training will be provided.

Job Qualifications

• Diploma in any discipline

• Basic IT troubleshooting skills

• Able to work on rotational shifts, will be primarily assigned to the afternoo and night shift

• Self-motivated individual who is able to stay focus on objectives and work within timeline

• Client centric with good poise to meet the challenging demands of clients

​

If you are looking for an environment of growth and opportunities, please write in with a detailed resume stating the position applied and expected salaries to the HR department via recruitment@phillip.com.sg. We regret that only shortlisted candidates will be notified.

Operations Executive (Phillip Nova)

About the job

We are looking for a detail-oriented and motivated Back Office Executive to support our operations in securities and derivatives. The ideal candidate should have some exposure to the capital markets industry and a keen interest in operational processes within a regulated environment. This is a great opportunity for individuals looking to grow their career in capital markets operations.

Key Responsibilities

• Support daily trade processing, settlement and reconciliation activities

• Assist in checking and matching trade details with counterparties, brokers and exchanges

• Monitor and follow up on unmatched trades settlement fails and corporat action events

• Perform daily reconciliations of cash, positions and trades

• Generate operational and regulatory reports as required

• Liaise with internal teams and external parties to ensure smooth post-trade execution

• Contribute to process improvements and support internal system enhancements

• Ensure tasks are completed in accordance with regulatory requirements and internal policies

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Job Qualifications

• Diploma or Degree in Business, Finance, Accounting or related discipline

• 1–3 years of experience in a back office or operations role, preferably in a capital markets or financial services environment

• Basic understanding of capital market products (e.g., equities, derivatives, foreign exchange) and trade lifecycle

• Familiarity with MAS, SGX or regional market rules and settlement processes is a plus

• Strong attention to detail with good analytical and communication skills

• Proficient in MS Excel and experience with operations systems is advantageous

• Eagerness to learn and grow in a dynamic, fast-paced environment

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If you are looking for an environment of growth and opportunities, please write in with a detailed resume stating the position applied and expected salaries to the HR department via recruitment@phillip.com.sg. We regret that only shortlisted candidates will be notified.

Business Development Executive (Productivity)

About the role
At Phillip Securities, we’re growing one of the most dynamic Financial Advisory and Trading Representative forces in Singapore. To support this growth, we’re looking for a Productivity Executive to help drive business initiatives, raise productivity, and build a highly competent advisory salesforce. 

Why Join Us?
This is your chance to make a direct impact on the growth of our advisory business. You’ll work closely with product heads, training teams, and external partners, plan and participate in campaigns and roadshows, and contribute to building a professional and future-ready salesforce.

Key Responsibilities

• Plan and execute business activities, projects, sales campaigns, and roadshows to boost performance

• Work with the Training team to plan trainings and monthly meetings for Representatives

• Partner with product providers to design campaigns, product bundling, and strategic initiatives

• Enhance platforms like CRM so our sales teams can leverage technology for greater efficiency and client service

Job Qualifications

• Degree holder with relevant certifications (M5, M6, M8, M9, HI)

• Solid knowledge of FAA, MAS Notices, and industry guidelines

• Experience in Life Insurance, Financial Advisory, or Banking is a plus

• Professional qualifications (AFP, CFP, ChFC, CFA) are advantageous

• Strong business acumen, analytical skills, and interpersonal leadership qualities

If you are looking for an environment of growth and opportunities, please send a cover letter with your resume, stating the position applied, present and expected salaries to recruitment@phillip.com.sg. We regret that only shortlisted candidates will be notified.

Business Development (Global Sales) Executive
Key Responsibilities
You will participate in the development and expansion of Phillip Nova’ business activities. You are required to engage in client acquisition activities by following up on referred leads, events participation, networking and implementing other expansion strategies. You will also assist in the follow up with existing individual and institutional clients to provide timely personalized support to meet the clients’ trading needs. In addition, you will be involved in projects which will contribute to the overall development of business.

Job Qualifications

• Strong communication skills in English, any other language will be adde value.

• Minimum Degree and above in any discipline

• Prior experience in customer service and/or sales

• Certification in the CMFAS module(s) 2A, 5 and 6A will be an advantage

• Client centric with a passion to go the extra mile for clients

• Self-motivated individual who is able to multi-task and stay focus on business objectives

• A committed and confident team player with the ability to respond positively to request

If you are looking for an environment of growth and opportunities, please send a cover letter with your resume, stating the position applied, present and expected salaries to recruitment@phillip.com.sg. We regret that only shortlisted candidates will be notified.

Business Development (Phillip Nova) Executive

About the role
Phillip Nova is one of the leading local broker with founding clearing members of Singapore Exchange Derivatives Trading (SGX-DT). Here in Phillip Nova, we offer a comprehensive range of asset classes like Equities, CFD, Futures, Options, Foreign Exchange and Bullion where investor, professional trader or corporate can choose from an array of electronic trading platforms to suit their investment profile.

You will participate in the development and expansion of Phillip Nova’ business activities for retail and high net worth segment. You are required to assist in client acquisition activities by following up on referred leads, events participation, networking and implementing other expansion strategies. You will also assist in the follow up with existing individual and institutional clients to provide timely personalized support to meet the clients’ trading needs. In addition, you will be involved in projects which will contribute to the overall development of business and enhancing the customer trading experience.

Key Responsibilities

• Work closely with the sales team to achieve Equities/Futures/Forex commission and volume targets

• Building relationships with existing clients including High Net Worth and active traders to increase client satisfaction.

• Provide support for sales activities and participate in the team brainstorming to explore new marketing activities to increase business

• Review and refine sales related processes improvement within the team

• Execute daily sales administration activities and ensure inbox enquiries are timely responded to – e.g. answering customers’ enquires, supporting customers’ on boarding process, etc.

• Ad hoc assignments and projects – e.g. client outreach, platform training, general market research etc

Job Qualifications

• Minimum Diploma and above in any discipline

• Well-organised and meticulous

• A team player who is committed and self-driven, with the ability to respond positively to client request for assistance

• Proactive individual who is resourceful to provide alternative solutions for clients

• A keen desire to explore and learn about financial markets

• Strong verbal and written communication for both client and internal communication

• Advantageous to have: 

  • Strong interpersonal and communication skills, ability to present and speak in public setting

  • Certifications in CMFAS modules 1A, 2A, 5 and 6A

  • Good knowledge of Fundamental and Technical Analysis in theEquities/Futures/Forex market

  • Candidates with experience in financial services industry

  • Candidates without experience are welcomed to apply