Full Time Personal Financial Advisor Jobs, in Avallis Financial Pte Ltd - Maukerja

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:

- Singaporean / Singapore PR

- 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.
• 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.