Raffles City Tower
250 North Bridge Road, #06-00 Raffles City Tower, Singapore 179 101
Tel: 68121551 (Wealth Advisory)
Tel: 65336001 (Reception)
Email: rc@phillip.com.sg
Mon - Fri: 9.00am to 6.00pm
Our Services
Our holistic approach ensures that you are guided through your financial journey at every stage of your life.
Securities
POEMS Account Opening
Open a POEMS account and access a variety of account types to tailor to your trading and investment needs.
Share Builders Plan
Build a portfolio of shares with the Dollar Cost Averaging method to captilise on market volatility, starting from as low as $100/month.
Smart Park
Is your cash waiting for the next investment opportunity? Instead of leaving it idle, use SMART Park to park your cash in our Phillip Money Market Fund and earn better rates in SGD and USD.
Insurance
Life Insurance
Managing the risks of unforeseen circumstances is an essential part of holistic financial planning. Together with over 10 life insurance partners, we provide a wide range of solutions to support your financial planning needs.
General Insurance
With over 24 partners to choose from, we provide coverage for all your general insurance needs such as home, motor, travel and commercial insurance.
Phillip @ Work
Leverage PhillipCapital’s platforms to access insurance and investment solutions for your business management needs. Whether you are an SME or an MNC, we provide a wide range of services through a holistic approach.
Unit Trust
Advisory Wrap
Need professional advice to manage your Unit Trust portfolio? With over 3000 available funds for selection, our professional consultants can recommend a portfolio that aligns with your investment objective and risk tolerance and assist to place trades upon your confirmation.
Regular Saving Plan
Build a portfolio of Unit Trust using the Dollar Cost Averaging method, starting from as low as S$100/month to navigate market fluctuations.
Dividend Portfolio
Leave your Unit Trust portfolio in the hands of trained fund managers, with a selection of customised solutions with focused objectives.
Discretionary Portfolio Management
Managed Account
Individually managed investment portfolios that are beneficially owned by the individual investor and managed by a designated portfolio manager on a discretionary basis.
Smart Portfolio
Offers professionally managed portfolio services, utilising our Cyborg Methodology. Choose a portolio based on your risk appetite and time horizon, with as little as S$300 per month.
Customised Portfolio
Need a bespoke service? Work with our experienced fund managers to create your own portfolio tailored to your investment objectives.
Meet Our Team
Join Us
Relationship Manager
Responsible for client acquisition and retention.
Acquire, build and manage relationships with new and existing clients with a focus on asset growth and protection.
Provide clients with a wide array of financial services and products to meet their needs.
Participate in business development activities to generate new revenue streams, increase market share, and maintain a competitive edge in the industry.
Associate Investment Consultant
Responsible for client acquisition and retention.
Acquire, build and manage relationships with new and existing clients with an emphasis on asset growth and protection.
Provides clients with a wide array of financial services and products to meet their needs.
Participates in business development activities to generate new business and revenue streams, increase the company’s market share, and maintain a competitive edge in the industry.
Marketing Associate
Delivers unparalleled service and a high-quality customer experience to clients.
Assists in organiszing branch events to support business development and uncover new opportunities.
Handles general administrative duties to ensure smooth branch operations.
Assists the Branch Manager and sales team in meeting and exceeding client expectations.
Relationship Manager
Client acquisition and retention.
Acquire, build and manage relationships with new and existing clients with a focus on asset growth and protection.
Providing clients with a wide array of financial services and products to meet their needs.
Participate in business development activities to generate new business and revenue streams, increase the company’s market share, and maintain a competitive edge in the industry.
Associate Investment Consultant
Client acquisition and retention.
Acquire, build and manage relationships with new and existing clients with a focus on asset growth and protection.
Providing clients with a wide array of financial services and products to meet their needs.
Participate in business development activities to generate new business and revenue streams, increase the company’s market share, and maintain a competitive edge in the industry.
Marketing Associate
Delivering unparalleled service and high-quality customer experience to clients.
Participate in the organizing of branch events to uncover new business opportunities.
Handle general administrative duties in the branch.
Assist the Branch Manager and sales staff in meeting or exceeding client needs.
FAQ
RCT Branch : Raffles City Office Tower, Raffles City Mall
RCT Branch : Mon – Fri 9AM-6PM,Sat & Sun: Closed
- Monthly Seminars with varied topics
- One-to-One Financial Advisory sessions
You may call or email us to arrange an appointment.
RCT Branch : 65336001, 68121551rc@phillip.com.sg
RCT Branch : 65336001, 68121551rc@phillip.com.sg
RCT Branch : 65336001, 68121551rc@phillip.com.sg
