Launch Your Career as an Associate Wealth Consultant (AWC)
Your Gateway to Professional Wealth Advisory Excellence
Powered by Phillip Securities
Are you ready to start a meaningful and future-ready career in wealth advisory?
The Associate Wealth Consultant (AWC) Program by Phillip Securities is a specially designed 6-month development journey for aspiring professionals looking to thrive in Singapore's financial services industry.
Whether you're new to the industry or seeking a purposeful switch, this program will empower you with the knowledge, tools, and experience to become a confident and competent financial consultant.
A Structured 3-Phase Training Journey
Our AWC program offers comprehensive, in-depth learning with progressive, hands-on exposure:
Phase 1: Foundations and Industry Readiness
Introduction to the financial advisory role
Overview of Phillip Securities' legacy and vision
Orientation on compliance, ethics, and regulatory standards
Training on core product lines: insurance, retirement, savings, ILPs
Introduction to investment platforms, fund basics, and client tools
Phase 2: Building Your Advisory Skillset
Fundamentals of financial planning and risk profiling
Conducting needs analysis and building tailored financial strategies
Training on our ecosystem: General Insurance, Phillip Trust, PMMF, Smart Park, and more
Tools for financial wellness and platform navigation
Phase 3: Sales Mastery and Client Engagement
Objection handling and client communication techniques
Sales strategies, presentations, and personality profiling
Role-plays and real-world client scenarios
On-the-ground exposure through roadshows and mentoring
Why Join the AWC Program?
Learn from internal experts, product teams, and top advisors in a curated, step-by-step progression.
Get hands-on practice and live engagement opportunities to apply your learning with confidence.
You will be guided by experienced professionals and supported by our in-house training and business product teams.
Earn while you learn, with a path to full commission-based remuneration after program conversion.
Upon successful completion, you will continue your journey as a licensed Wealth Consultant under Phillip Securities with multiple growth tracks ahead.
We're Looking For…
Individuals with a passion for finance and helping others
Strong interpersonal skills and a willingness to learn
Diploma/Degree holders from any discipline
Take the First Step
If you are ready to build a purposeful and rewarding career with us, APPLY now and unlock your full potential with the Associate Wealth Consultant Program.