Kerja Sepenuh Masa, Investment Advisor di Avallis Investments - Maukerja

Company Description Avallis Investments is a Singapore-based External Asset Management and Independent Asset Management firm, holding a Capital Markets Services License regulated by the Monetary Authority of Singapore. The firm provides private banking, portfolio management, fund management, and family legacy and succession planning solutions. Avallis serves high-net-worth and ultra-high-net-worth individuals, family offices, and institutional clients. Team members collaborate closely with clients to deliver tailored, professional investment solutions within a robust regulatory and governance framework.

Role Description The Investment Advisor role is a full-time, on-site position based in Singapore.

• Provide high-quality investment advisory services to private wealth clients, including developing investment strategies and portfolio recommendations.
• Analyse global financial markets, macroeconomic trends and investment opportunities to support client portfolio decisions.
• Identify, evaluate and recommend suitable equity and fixed income investment opportunities, including listed equities, bonds and other approved investment instruments.
• Execute trades and implement portfolios in line with clients’ investment objectives, risk profiles, and approved strategies.
• Assess clients’ investment objectives, risk tolerance, time horizon, liquidity needs and return expectations.
• Develop and maintain investment policy statements and portfolio strategies aligned with clients’ goals.
• Deliver timely investment ideas, trade recommendations and market updates to Relationship Managers and clients.
• Review portfolio performance and recommend adjustments where appropriate.
• Maintain and strengthen relationships with new and existing clients by providing regular portfolio updates, market views and investment insights.
• Ensure investment activities comply with applicable regulatory requirements, internal policies, investor disclosures, privacy obligations, anti-money laundering rules and anti-fraud measures.
• Build and maintain strong relationships with external partners and counterparties, including private banks, brokers, investment banks, custodian banks and trustees.

Qualifications

• Degree in Finance, Business, Economics, Banking or a related discipline.
• Minimum 3 years of experience in an investment advisory, portfolio advisory, wealth management, trading or similar role.
• Proven ability and hands-on experience in analysing, selecting and trading equities and bonds.
• Strong understanding of capital markets, asset classes, investment products, portfolio construction and asset allocation.
• Good knowledge of equity valuation, fixed income analysis, credit risk, liquidity, duration, yield movements and market drivers.
• Analytical mindset with the ability to interpret financial markets and identify suitable investment opportunities.
• Client-focused, with strong relationship management, communication and presentation skills.
• Ability to work effectively with Relationship Managers, investment teams, clients and external counterparties.
• Strong problem-solving skills, sound judgment, keen sense of urgency and high standards of professional and personal integrity.
• Relevant regulatory qualifications and experience in private wealth, EAM platforms or multi-asset advisory would be advantageous.