全职 Financial Advisor 工作, 薪水 up to SGD 9,500, AVALLIS FINANCIAL PTE. LTD. Central Region (Singapore) 公司招聘中 - Ricebowl

Company Description

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.

Here's what it would take:

• Willing to explore a very new, and fulfilling, career path
• Prior finance experience, while advantageous, is not a prerequisite

A career in financial advisory focuses on growth, both for clients and for yourself. Every advisor who joins Avallis undergoes a comprehensive learning journey, supported by mentorship and ongoing assistance at every stage.

If you are considering a new direction, this is the place to kick-start your career in Financial Advisory.

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

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.

Prior experience in wealth management, financial advisory, or related financial services roles in Singapore is preferred, but not required as trainings and mentorship is provided.
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

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