Avallis Financial Pte Ltd Hiring! Full Time Financial Advisor in - Ricebowl

About Company 

Avallis Financial has been a trusted name in independent financial advisory services since its establishment in 1997 as First Principal Financial. As a pioneer in the industry in Singapore, the company is committed to an open and transparent service model that prioritizes clients' interests. 

Avallis Financial continues to grow by empowering clients through personalized advice and innovative solutions. With a heritage of delivering exceptional financial guidance, the company ensures clients have a clear advantage in every financial decision.

As a consistent winning top life brokerage, Our stable of products, gives us the leverage to customise almost any plan that a client might requires. We are all about achieving goals - the client's and yours.

What we are looking for

We are expanding our team to serve the next generation of affluent and HNW clients.

This is a business that you can cultivate and call your very own. 

If you possess tenacity, resourcesfulness and a strong desire to succeed, come join the winning team.

Beyond accolades and achievements, we also look for character-people fit that reflects our value-oriented organisation.  

Role description

Build and grow your customer base and pipeline of affluent customers through various business development activities. 

Provide (Offer or Deliver) objective, unbiased advice to clients on financial solutions based on client's interests and goals in mind.

Stay up to date with market trends, portfolio strategy developments, and regulatory changes.

Conduct KYC and provide guidance on financial management and investment strategies based on client's needs and goals. 

Ensure customer satisfaction and continue providing high-quality post service.

Working closely with internal teams members on end-to-end client-servicing to ensure the business objectives are met.

What we offer

As an independent adviser - you will be empowered in building a professional practice in financial planning and wealth management. 

Through our comprehensive (holistic) training program, you will be equipped with case studies and product knowledge workshops conducted regularly.