About the programme

  • The Remisier Development Programme (RDP) is designed to equip Remisiers with the essential skills to excel in financial markets.
  • The modules are focused on market fundamentals, advanced trading strategies, portfolio construction, and client-centric solutions.
  • Participants will also learn soft skills like personal branding strategies and client relationship management, helping Remisiers build trust with their clients.
  • The programme will ensure Remisiers remain informed on the latest industry trends, technological advancements, and regulatory changes.

What the participants say

Anthony Chin | Remisier since 2013 | Phillip Securities Pte Ltd
I am using Technical Analysis to let clients know the probability of stock movement. After attending the “AI Advantage” course, I learnt how to use AI to extract and organise data from financial statements. This capability helps save time, allowing me to look at more financial statements and thus able to provide more stocks for clients to consider.
Fong Say Kim Albert | Remisier since 1989 | OCBC Securities Pte Ltd
Clients frequently contact me for advice and guidance on their investment decisions related to corporate actions, latest stock market trends and insights. The “Essentials of Securities Trading” course refreshes, enhances and empowers my knowledge of trading strategies, risk and portfolio management. The enhanced knowledge and skills in trading strategies, risk and portfolio management equip me further to make suitable recommendations for each of my client’s risk profile.
Law Chei Guan | Remisier since 2009 | Phillip Securities Pte Ltd
My primary role is to provide personalised investment advice and facilitate transactions for clients especially in areas of client relationship management and corporate actions assistance. After attending the “AI Advantage” course, I learnt to interact with AI to obtain high quality responses through well-crafted prompts. With Al assistance, I can provide even faster responses to clients. Tasks that previously took 10 to 20 minutes can now be completed in as little as two minutes.
Li Guang Sheng | Remisier since 2006 | Phillip Securities Pte Ltd
As a Remisier, my key role revolves around providing expert financial advice and personalised service to clients. The “Personal Branding” course highlighted the importance of building a strong personal brand in today’s digital world. By leveraging digital platforms, I can better engage with clients, and enhance my visibility and trust. Using what I learned, I have already started enhancing my client relationships and attracting new business.
Raphael Ng | Remisier since 1995 | Lim & Tan Securities Pte Ltd
The role of a Remisier is not just about transactions; it’s about building relationships based on trust, guiding clients through complexity, and championing their financial success. The 2 courses, “How can AI can help you as a Remisier” and “The Essentials of Securities Trading”, have transformed my approach to client service and investment strategy, marking a pivotal moment in my professional development.