Financial Adviser (Independent)

AVALLIS FINANCIAL PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial advisory firm in Singapore is looking for a motivated individual to build and grow a customer base of affluent clients. The role includes providing unbiased financial advice, staying informed on market trends, conducting KYC, and ensuring high customer satisfaction. Ideal candidates will possess strong financial planning and investment skills. Comprehensive training programs will be available to empower you in your professional practice in financial planning and wealth management.

Responsibilities

• Build and grow your customer base and pipeline of affluent customers.
• Provide objective, unbiased advice on financial solutions.
• Stay up to date with market trends and regulatory changes.
• Conduct KYC and guide clients on financial management.
• Ensure customer satisfaction with high-quality post service.
• Work closely with internal teams on client servicing.

Skills

Product Knowledge

Wealth Management

Management Skills

Aftersales

Financial Planning

Investments

Wealth Accumulation

Digital Marketing

Customer Satisfaction

Financial Advisory

KYC

Job description

Avallis Financial has been a trusted name in independent financial advisory services since its establishment in 1997 as First Principal Financial.

As a pioneer in the industry in Singapore, the company is committed to an open and transparent service model that prioritizes clients' interests. Avallis Financial continues to grow by empowering clients through personalized advice and innovative solutions.

With a heritage of delivering exceptional financial guidance, the company ensures clients have a clear advantage in every financial decision. As a consistent winning top life brokerage, Our stable of products, gives us the leverage to customise almost any plan that a client might requires.

What we are looking for

We are expanding our team to serve the next generation of affluent and HNW clients. This is a business that you can cultivate and call your very own.

If you possess tenacity, resourcefulness and a strong desire to succeed, come join the winning team.

About the role

• Build and grow your customer base and pipeline of affluent customers through various business development activities.
• Provide objective, unbiased advice to clients on financial solutions based on client's interests and goals in mind.
• Stay up to date with market trends, portfolio strategy developments, and regulatory changes.
• Conduct KYC and provide guidance on financial management and investment strategies based on client's needs and goals.
• Ensure customer satisfaction and continue providing high-quality post service.
• Working closely with internal teams members on end-to-end client‑servicing to ensure the business objectives are met.

What we offer

As an independent adviser - you will be empowered in building a professional practice in financial planning and wealth management. Through our holistic training program, you will be equipped with case studies and product knowledge workshops conducted regularly.

Tell employers what skills you have

• Product Knowledge
• Wealth Management
• Management Skills
• Aftersales
• Financial Planning
• Investments
• Wealth Accumulation
• Digital Marketing
• Customer Satisfaction
• Financial Advisory
• KYC

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Financial • D01 Cecil, Marina, People’s Park, Raffles Place, SG