The Sleeping Giant Awakes May 27, 2022
Our Culture
Putting customers first at the heart of all our decisions and approach, Phillip Wealth Advisory has built a strong and robust infrastructure that offers a wide range of financial products and services. Throughout the years, we have built a professional, unbiased, competitive and holistic culture within the organisation. Over the last two years, we have welcomed an exponential number of financial adviser representatives into the PhillipCapital family.
Awakening
We embrace an era where consumers are spoiled for choice. It is our goal and prerogative to ensure that we render, professional, unbiased, competitive and holistic services. We strive to make a lasting impression and to impact the lives of our consumers in a positive manner.
The Game Plan
Phillip Wealth Advisory cannot do this alone. With our high technology-based investment and financial planning platforms, we invite like-minded financial adviser representatives, mid-career seekers and even fresh graduates to join us in this movement. We will want to bring forth strong platforms to end clients not only through technology, but also what’s lacking in the society now, a high touch connection through our financial advisory teams. Our support and constant innovations for tech-enabled solutions ensure they can focus fully on forging quality relationship with clients.
First-of-its-Kind Scheme
Phillip Wealth Advisory will be launching the First-of-its-Kind scheme to welcome talents in the industry. For those yearning for an extensive range of products and offerings catered for different client profiles, to make unbiased recommendations, we are pleased to offer the following:
- Attractive and Competitive Transitional Allowance for Experienced Adviser Representatives
- Inclusion of All Life Partners Products in the scheme
- Bonus: Advisory and Discretionary Investment Products will be included as qualifying products
- No threshold for release of commission
- No requirement for any proportion of business to be from a particular suite of products.
In other words, we only want you to recommend what’s best in the market for your clients!
360° Support
At Phillip Wealth Advisory, we empower our financial adviser representatives with through a multi licenced infrastructure, allowing them to truly look at their customers’ portfolio from a 360° point of view and approach.
Running your own Branch
Aspiring business owners can also step up to run a Phillip Investor Centre of their own, taking their business to the next level. Phillip Wealth Advisory has revolutionised the way wealth management business can be run and owned. As a member of the Franchising and Licensing Association (Singapore), we are proud that Phillip Investor Centres can be franchised to aspiring entrepreneurs, equipping them with strong infrastructure for start-up and fuel their entrepreneurial passion.
Career Progression
For those who yearn to depart from traditional wealth management agency progression such as sales-focused path or team building management, Phillip Wealth Advisory offers another opportunity for career advancement. We have successfully groomed some as fund managers and portfolio managers.
Hey World! We Are Coming!
Grab that opportunity and make a positive change! Join an organisation where your needs are heard, your wants are fulfilled, and where you are equipped with the necessary tools to reach your full potential!
We would love to hear from you and have a chat to see if we are able to set path on this movement hand in hand. Let’s have coffee!
Join the Winning Team Now: https://tinyurl.com/PCapEntrep │ entrepreneur@phillip.com.sg │ https://tinyurl.com/JoinPCap
Contributor:
Joshua Teo
Business Development Manager, Partnership, Phillip Securities Pte Ltd
(a member of PhillipCapital)
joshuatkh@phillip.com.sg
Disclaimer
These commentaries are intended for general circulation. It does not have regard to the specific investment objectives, financial situation and particular needs of any person who may receive this document. Accordingly, no warranty whatsoever is given and no liability whatsoever is accepted for any loss arising whether directly or indirectly as a result of any person acting based on this information. Opinions expressed in these commentaries are subject to change without notice. Investments are subject to investment risks including the possible loss of the principal amount invested. The value of the units and the income from them may fall as well as rise. Past performance figures as well as any projection or forecast used in these commentaries are not necessarily indicative of future or likely performance. Phillip Securities Pte Ltd (PSPL), its directors, connected persons or employees may from time to time have an interest in the financial instruments mentioned in these commentaries. Investors may wish to seek advice from a financial adviser before investing. In the event that investors choose not to seek advice from a financial adviser, they should consider whether the investment is suitable for them.
The information contained in these commentaries has been obtained from public sources which PSPL has no reason to believe are unreliable and any analysis, forecasts, projections, expectations and opinions (collectively the “Research”) contained in these commentaries are based on such information and are expressions of belief only. PSPL has not verified this information and no representation or warranty, express or implied, is made that such information or Research is accurate, complete or verified or should be relied upon as such. Any such information or Research contained in these commentaries are subject to change, and PSPL shall not have any responsibility to maintain the information or Research made available or to supply any corrections, updates or releases in connection therewith. In no event will PSPL be liable for any special, indirect, incidental or consequential damages which may be incurred from the use of the information or Research made available, even if it has been advised of the possibility of such damages. The companies and their employees mentioned in these commentaries cannot be held liable for any errors, inaccuracies and/or omissions howsoever caused. Any opinion or advice herein is made on a general basis and is subject to change without notice. The information provided in these commentaries may contain optimistic statements regarding future events or future financial performance of countries, markets or companies. You must make your own financial assessment of the relevance, accuracy and adequacy of the information provided in these commentaries.
Views and any strategies described in these commentaries may not be suitable for all investors. Opinions expressed herein may differ from the opinions expressed by other units of PSPL or its connected persons and associates. Any reference to or discussion of investment products or commodities in these commentaries is purely for illustrative purposes only and must not be construed as a recommendation, an offer or solicitation for the subscription, purchase or sale of the investment products or commodities mentioned.
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