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

Company Overview

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.

Job Summary

Join Avallis Financial to build and grow a sustainable advisory practice serving affluent clients with personalized, objective financial strategies and long-term partnership.

Responsibilities

• Build and expand a pipeline of affluent clients through strategic business development to grow your advisory practice
• Deliver objective, unbiased financial advice tailored to clients’ long-term financial goals and needs
• Monitor and analyze market trends, portfolio strategies, and regulatory developments to inform client recommendations
• Conduct thorough Know Your Customer (KYC) processes to assess client profiles and guide financial planning, wealth accumulation, and investment strategies
• Develop and maintain strong client relationships by providing exceptional post-service engagement and ongoing support

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 prioritises professional growth and personal development.

This is a place where your next 5 years can redefine your next 20!