Wealth Advisor (Hybrid) — Mentorship & Growth

AVALLIS FINANCIAL PTE. LTD.; Singapore; Hybrid; SGD 60,000 - 90,000; Full time

Job summary

Avallis Financial Pte Ltd is seeking a Wealth Manager to meet clients, assess financial goals, and tailor wealth plans. You will advise on investments and insurance, monitor portfolios, and adjust strategies as markets move.

This role emphasizes collaboration, training, and ongoing professional development in a hybrid setting. Ideal candidates bring strong analytical and interpersonal skills, integrity, and a proactive approach to regulatory compliance and ethics.

Qualifications

• Excellent analytical, communication, and interpersonal skills, with ability to build trust and long-term client relationships.
• High integrity, attention to detail, and commitment to regulatory compliance and ethical standards.
• Able to work independently and in a hybrid environment with strong time management and organizational skills.
• Wealth management/financial advisory experience preferred but training/mentorship provided.

Responsibilities

• Meet with clients to understand financial goals and conduct assessments.
• Develop tailored wealth management plans and advise on investments and insurance.
• Monitor portfolios and adjust strategies with market changes and client needs.
• Prepare proposals and reports; maintain accurate records.
• Ensure compliance with regulatory and company policies; collaborate with internal teams.
• Participate in training and ongoing professional development.

Skills

Analytical skills

Communication skills

Interpersonal skills

Regulatory compliance

Time management

Team collaboration

Job description

Avallis Financial Pte Ltd is seeking a Wealth Manager to meet clients, assess financial goals, and tailor wealth plans. You will advise on investments and insurance, monitor portfolios, and adjust strategies as markets move.

This role emphasizes collaboration, training, and ongoing professional development in a hybrid setting. Ideal candidates bring strong analytical and interpersonal skills, integrity, and a proactive approach to regulatory compliance and ethics.