Your Career. Our Legacy.
Build the Future with Phillip Securities

Be Part of a Legacy Trusted by Generations

Ready to build Your legacy with us?

Join the Phillip Securities Investment Specialist Programme-a structured career conversion journey designed to equip you with the skills, confidence and real-world experience to thrive as a licensed specialist in Singapore’s dynamic financial markets.

Benefits from our unique high-touch, high-tech approach:

  • Personalised mentorship including guidance from one of our top remisiers
  • Hands-on training to sharpen your market insights
  • Cutting-edge digital tools to accelerate your growth and leadership empowerment 

Ready to build Your legacy with us?

As an Investment Specialist, 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 

Your Career, Your Ascent
Future Aspirations You Can Expect
Your Career, Your Ascent
Future Aspirations You Can Expect

The role of an Investment Specialist is more than a job – it’s a launchpad into a fulfilling and dynamic career in finance. With us, your journey can evolve into broader opportunities within the finance industry.

Potential Career Progression Paths include:

  • Senior Investment Specialist / Team Lead
    Guide junior specialists and manage higher-value portfolios 
  • Guide junior specialists and manage higher-value portfolios 
    Work with internal teams to develop advanced investment solutions 
  • Relationship Manager / Wealth Manager 
    Focus on holistic wealth advisory for high-net-worth clients 
  • Branch Manager / Business Development Lead
    Lead strategic growth initiatives and talent development 

Build a respected personal brand in the financial community 

Gain exposure to regional and global markets 

Grow a stable, high-quality book of clients 

Develop specialized knowledge in asset classes, structured products, or portfolio construction 

What Sets Our Investment Specialist Programme Apart

  • Mentorship by Experienced Specialists
    Receive direct guidance from industry veterans through our structured mentorship programme
  • Structured Learning
    Follow a guided, three-phase journey that blends classroom learning soft skills coaching and hands-on experience
  • Real Industry Exposure
    Collaborate with seasoned investment specialists, attend industry events, and start building your client base with full training support
  • Monthly Allowance
    Receive a monthly allowance during the training phase to support your professional development
  • Fast-Track to Licensing
    Clear the required examinations and become a licensed trading representative ready to launch your career
Your Career, Your Ascent
Future Aspirations You Can Expect
Your Career, Your Ascent
Future Aspirations You Can Expect

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
  • Gain on-the-ground experience through roadshows and daily equity operations
  • Enhance your communication and client-handling abilities with dedicated soft skills training

Phase 3
Continuous Growth 

  • Ongoing upskilling through advanced product training and market updates 
  • Continued mentorship and business-building support

Passionate about investments, equities, and the financial markets or the finance industry as a whole

Analytical, self-driven, and committed to delivering exceptional client service

Diploma or degree holders from any discipline (finance-related qualifications are a plus) 

Hear From Our Investment Specialists 

Being an investment specialist allows me to stay at the forefront of market trends and economic shifts. I am driven to continuously learn about new and innovative investment solutions across global markets. This empowers me to support individuals in achieving their capital growth

Bryan Tan

Senior Financial Services Manager

I’ve always understood the importance of building long-term financial security and am keen to share my knowledge to help others grow their wealth. Phillip Securities offers a wide range of products, research, and support — all of which I know will help me deliver real value to my clients.

Anthony Chin Principal

Investment Specialist

I became a Remisier with Phillip Securities because of its strong brand, trusted platform, and client-first culture. It has allowed me to deliver real value to investors while building long-term relationships. The support here empowers me to grow with confidence every day.

Joey Choy

Principal Investment Specialist

Get the full picture at our upcoming Career Talks!

Discover where a future in finance can take you at our upcoming Career Talks. Whether you're a fresh graduate or exploring a mid-career switch, this is your opportunity to hear directly from industry professionals, learn about our Investment Specialist Programme, and find out how Philip Securities empowers individuals with resources to thrive.

Reserve a Spot

Ready to make your mark in finance?  

Unlock your potential, grow with industry-leading support, and become part of a legacy built on ambition and excellence.  

Contact us to Open an Account

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IMPORTANT INFORMATION

This material is provided by Phillip Capital Management (S) Ltd (“PCM”) for general information only and does not constitute a recommendation, an offer to sell, or a solicitation of any offer to invest in any of the exchange-traded fund (“ETF”) or the unit trust (“Products”) mentioned herein. It does not have any regard to your specific investment objectives, financial situation and any of your particular needs. You should read the Prospectus and the accompanying Product Highlights Sheet (“PHS”) for key features, key risks and other important information of the Products and obtain advice from a financial adviser (“FA“) pursuant to a separate engagement before making a commitment to invest in the Products. In the event that you choose not to obtain advice from a FA, you should assess whether the Products are suitable for you before proceeding to invest. A copy of the Prospectus and PHS are available from PCM, any of its Participating Dealers (“PDs“) for the ETF, or any of its authorised distributors for the unit trust managed by PCM.  

An ETF is not like a typical unit trust as the units of the ETF (the “Units“) are to be listed and traded like any share on the Singapore Exchange Securities Trading Limited (“SGX-ST”). Listing on the SGX-ST does not guarantee a liquid market for the Units which may be traded at prices above or below its NAV or may be suspended or delisted. Investors may buy or sell the Units on SGX-ST when it is listed. Investors cannot create or redeem Units directly with PCM and have no rights to request PCM to redeem or purchase their Units. Creation and redemption of Units are through PDs if investors are clients of the PDs, who have no obligation to agree to create or redeem Units on behalf of any investor and may impose terms and conditions in connection with such creation or redemption orders. Please refer to the Prospectus of the ETF for more details.  

Investments are subject to investment risks including the possible loss of the principal amount invested. The purchase of a unit in a fund is not the same as placing your money on deposit with a bank or deposit-taking company. There is no guarantee as to the amount of capital invested or return received. The value of the units and the income accruing to the units may fall or rise. Past performance is not necessarily indicative of the future or likely performance of the Products. There can be no assurance that investment objectives will be achieved.  

Where applicable, fund(s) may invest in financial derivatives and/or participate in securities lending and repurchase transactions for the purpose of hedging and/or efficient portfolio management, subject to the relevant regulatory requirements. PCM reserves the discretion to determine if currency exposure should be hedged actively, passively or not at all, in the best interest of the Products.  

The regular dividend distributions, out of either income and/or capital, are not guaranteed and subject to PCM’s discretion. Past payout yields and payments do not represent future payout yields and payments. Such dividend distributions will reduce the available capital for reinvestment and may result in an immediate decrease in the net asset value (“NAV”) of the Products. Please refer to <www.phillipfunds.com> for more information in relation to the dividend distributions.  

The information provided herein may be obtained or compiled from public and/or third party sources that PCM has no reason to believe are unreliable. Any opinion or view herein is an expression of belief of the individual author or the indicated source (as applicable) only. PCM makes no representation or warranty that such information is accurate, complete, verified or should be relied upon as such. The information does not constitute, and should not be used as a substitute for tax, legal or investment advice.  

The information herein are not for any person in any jurisdiction or country where such distribution or availability for use would contravene any applicable law or regulation or would subject PCM to any registration or licensing requirement in such jurisdiction or country. The Products is not offered to U.S. Persons. PhillipCapital Group of Companies, including PCM, their affiliates and/or their officers, directors and/or employees may own or have positions in the Products. Any member of the PhillipCapital Group of Companies may have acted upon or used the information, analyses and opinions herein before they have been published. 

This advertisement has not been reviewed by the Monetary Authority of Singapore.  

 

Phillip Capital Management (S) Ltd (Co. Reg. No. 199905233W)  
250 North Bridge Road #06-00, Raffles City Tower ,Singapore 179101 
Tel: (65) 6230 8133 Fax: (65) 65383066 www.phillipfunds.com