Phillip Investor Centre is a one-stop financial hub, with 12 Investor Centres strategically located in neighbourhoods around Singapore. We offer holistic financial solutions which includes wealth management advisory service as well as global stocks and fixed income instruments.

Key Roles and Responsibilities:

Business Planning & Execution

• Meet Wealth Management Key Performance Indicators (KPIs) through different aspects of planning (business acquisition activities, sales and teleconsulting activities, and tracking)
• Promote financial literacy in the neighbourhood through regular seminars, corporate tie-ups, and community service involvement.
• Coaching / Needs Based Conversation (NBC) role play

Customer Service Experience Delivery

• Ongoing monitoring branch service standards.
• Customer retention and acquisition efforts through prompt h...