- Outram Central Region (Singapore) Singapore
全职 Wealth Manager 工作, 薪水 up to SGD 9,500, AVALLIS FINANCIAL PTE. LTD. Central Region (Singapore) 公司招聘中 - Ricebowl
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Company Overview
Avallis Financial Pte Ltd is an independent financial advisory firm in Singapore since 1997. It delivers objective, transparent advice on insurance, investments, and financial planning, empowering clients to make confident, well-informed decisions aligned with their best interests.
Job Summary
As a Wealth Manager at Avallis Financial, you will develop tailored wealth management plans by assessing client goals, advising on investments and insurance, monitoring portfolios, and ensuring compliance while fostering strong client relationships and professional growth.
Responsibilities
Meet with clients to understand their financial goals and conduct comprehensive financial assessments
Develop and present tailored wealth management plans aligned with client objectives
Advise clients on investment and insurance solutions to optimize portfolio performance and risk management
Monitor client portfolios regularly and adjust strategies based on market trends and client needs
Prepare detailed proposals and reports to communicate financial plans and progress
Maintain accurate client records and ensure compliance with regulatory and company policies
Collaborate with internal teams to deliver integrated financial solutions
Participate in ongoing training and professional development to stay current with industry standards
Build and expand a pipeline of affluent clients through strategic business development
Deliver objective, unbiased financial advice aligned with clients’ long-term goals
Conduct Know Your Customer (KYC) procedures and guide clients on financial planning, wealth accumulation, and investment strategies
Maintain strong client relationships and provide exceptional post-service engagement
Required competencies and certifications
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.
Other Information
You may apply to this role directly or email me at ************* for more information
Avallis Financial traces its roots back in 1997 when it was first established under the name of First Principal Financial. Building on our heritage as a leading pioneer of Independent Financial Advisories in Singapore, today we continue to grow from strength to strength. Our success is underpinned by our belief in an open and transparent service model that empowers our clients and always puts their interests first. Giving our clients the Clear Advantage all the time.
The group provides Advice, Financial Products and Services to Individuals and Businesses in the areas of Investment, Insurance, Estate Distribution, Retirement, Taxation, Mortgage Loans, Corporate Pensions, Employee Benefits and Business Continuation and General Insurance Brokering.
As an Independent Financial Advisory Group, we act in the sole interest of our clients. Through our network of Actuarial, Tax and Legal experts, and our strategic alliances with various Investment Groups, Fund Managers, Insurance Companies, Banks, Stockbroking and Private Banking Groups, we provide individuals and businesses with a comprehensive range of Financial Planning Solutions.
Over the years, we have set ourselves apart and have established the reputation of a financial advisory group respected by both clients and industry practitioners alike. We take pride in honing the following attributes that have contributed proactively towards building a dynamic financial services industry.
Ability. Objectivity. Clarity.
The Advantage Is Clear
Find out more at:
*************
Avallis Financial Pte Ltd is an independent financial advisory firm in Singapore since 1997. It delivers objective, transparent advice on insurance, investments, and financial planning, empowering clients to make confident, well-informed decisions aligned with their best interests.
Job Summary
As a Wealth Manager at Avallis Financial, you will develop tailored wealth management plans by assessing client goals, advising on investments and insurance, monitoring portfolios, and ensuring compliance while fostering strong client relationships and professional growth.
Responsibilities
Meet with clients to understand their financial goals and conduct comprehensive financial assessments
Develop and present tailored wealth management plans aligned with client objectives
Advise clients on investment and insurance solutions to optimize portfolio performance and risk management
Monitor client portfolios regularly and adjust strategies based on market trends and client needs
Prepare detailed proposals and reports to communicate financial plans and progress
Maintain accurate client records and ensure compliance with regulatory and company policies
Collaborate with internal teams to deliver integrated financial solutions
Participate in ongoing training and professional development to stay current with industry standards
Build and expand a pipeline of affluent clients through strategic business development
Deliver objective, unbiased financial advice aligned with clients’ long-term goals
Conduct Know Your Customer (KYC) procedures and guide clients on financial planning, wealth accumulation, and investment strategies
Maintain strong client relationships and provide exceptional post-service engagement
Required competencies and certifications
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.
Other Information
You may apply to this role directly or email me at ************* for more information
Avallis Financial traces its roots back in 1997 when it was first established under the name of First Principal Financial. Building on our heritage as a leading pioneer of Independent Financial Advisories in Singapore, today we continue to grow from strength to strength. Our success is underpinned by our belief in an open and transparent service model that empowers our clients and always puts their interests first. Giving our clients the Clear Advantage all the time.
The group provides Advice, Financial Products and Services to Individuals and Businesses in the areas of Investment, Insurance, Estate Distribution, Retirement, Taxation, Mortgage Loans, Corporate Pensions, Employee Benefits and Business Continuation and General Insurance Brokering.
As an Independent Financial Advisory Group, we act in the sole interest of our clients. Through our network of Actuarial, Tax and Legal experts, and our strategic alliances with various Investment Groups, Fund Managers, Insurance Companies, Banks, Stockbroking and Private Banking Groups, we provide individuals and businesses with a comprehensive range of Financial Planning Solutions.
Over the years, we have set ourselves apart and have established the reputation of a financial advisory group respected by both clients and industry practitioners alike. We take pride in honing the following attributes that have contributed proactively towards building a dynamic financial services industry.
Ability. Objectivity. Clarity.
The Advantage Is Clear
Find out more at:
*************
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