全职 Wealth Manager 工作, 薪水, Avallis Financial Pte Ltd 公司招聘中 - Ricebowl

About the Company

Avallis Financial Pte Ltd is an independent financial advisory firm in Singapore that has been serving clients since 1997. As a pioneer IFA, the firm provides objective and transparent advice across insurance, investments, and comprehensive financial planning. Avallis Financial focuses on empowering clients to make confident, well-informed financial decisions that align with their best interests. The organization values professionalism, integrity, and long-term relationships with both clients and team members.

If you are someone who:

• is hungry for high growth over the next 5 years,
• is ready to invest in a long‑term career,
• thrives on building meaningful client relationships and wants to develop a business you can truly call your own, then Avallis offers the platform to accelerate your trajectory.

Beyond technical skills, we value individuals with resilience, integrity, and a growth mindset — people who want to build a career, not just take on a job.

What We Offer

At Avallis, you are empowered to build a sustainable, future‑proof advisory practice.

You will gain:

• A long‑term career runway with the freedom to scale your business at your own pace.
• Holistic training and development, including real case studies, product workshops, and ongoing mentorship.
• Access to a wide suite of solutions, enabling you to craft bespoke strategies for affluent and HNW clients.
• A supportive, values‑driven environment that prioritizes professional growth and personal development.

Role Description

• This role involves meeting with clients to understand their financial goals, conducting thorough financial assessments, and developing tailored wealth management plans.
• Day-to-day tasks include advising on investments and insurance solutions, monitoring portfolios, and adjusting strategies in response to market developments and changing client needs.
• The Wealth Manager will prepare proposals and reports, maintain accurate records, and ensure compliance with regulatory and company policies.
• Collaboration with internal teams, participation in training, and ongoing professional development are also integral components of the role.

Qualifications

• Financial advisory capabilities, including Financial Planning and Finance skills to assess client needs and design suitable strategies.
• Proficiency in Investment Management and Investments to construct, review, and optimize client portfolios.
• Understanding of Insurance products and solutions to integrate risk management into holistic financial plans.
• Excellent analytical, communication, and interpersonal skills, with the ability to build trust and maintain long-term client relationships.
• High level of integrity, attention to detail, and commitment to regulatory compliance and ethical standards.
• Ability to work independently and collaboratively in a hybrid environment, with strong time management and organizational skills.

What a Day in the Role Look Like:

• Build and expand a pipeline of affluent clients through strategic business development.
• Deliver objective, unbiased financial advice aligned with clients’ long‑term goals.
• Stay ahead of market trends, portfolio strategies, and regulatory developments.
• Conduct KYC and guide clients on financial planning, wealth accumulation, and investment strategies.
• Maintain strong client relationships and deliver exceptional post‑service engagement.