Wealth Advisor (Hybrid) — Grow Client Portfolios

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, 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