Financial Wealth Advisor

Avallis Financial Pte Ltd; Singapore; Hybrid; SGD 60,000 - 90,000; Full time

Job summary

Avallis Financial Pte Ltd, an independent financial advisory firm in Singapore, seeks a Wealth Manager to meet clients, understand goals, and craft tailored wealth plans. The role focuses on delivering prudent financial advice across investments and insurance while building lasting client relationships.

You will advise on investments and insurance solutions, monitor portfolios, and adjust strategies in response to market changes, with mentorship and ongoing professional development supported by

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.

Responsibilities

• Meet with clients to understand financial goals and conduct assessments.
• Develop tailored wealth management plans including investments and insurance solutions.
• Advise on investments and insurance solutions, monitor portfolios, and adjust strategies as markets change.
• Prepare proposals and reports, maintain accurate records, and ensure regulatory and company policy compliance.
• Collaborate with internal teams and participate in training and ongoing professional development.

Skills

Analytical skills

Communication

Interpersonal skills

Trust-building

Regulatory compliance

Time management

Organizational skills

Job 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.