Wealth Management Advisor

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

Job summary

Avallis Financial Pte Ltd in Singapore is seeking a full-time Wealth Management Advisor to guide clients through financial goals and life stages, delivering retirement and investment plans. You will prepare proposals, monitor portfolios, and ensure compliant documentation while collaborating with internal teams and product providers.

This role emphasizes a client-centric mindset, high ethical standards, and the ability to build long-term relationships, both independently and in a team, with

Qualifications

• Strong skills in Financial Planning and Retirement Planning to design holistic client strategies.
• Solid understanding of Investments and Finance to analyze products, markets, and portfolios.
• Experience providing Wealth Management Services, including portfolio reviews and risk assessment.
• Excellent interpersonal and communication skills, with ability to explain complex financial concepts clearly.
• High ethical standards, client-centric mindset, and commitment to regulatory compliance in Singapore.
• Proven ability to build long-term client relationships and work independently or in a team.

Responsibilities

• Meet with clients to understand financial goals, risk tolerance, and life stages.
• Develop and implement financial and retirement plans; advise on investments and strategies.
• Review portfolios regularly; monitor market developments and prepare reports/proposals.
• Maintain accurate documentation and regulatory compliance; collaborate with providers.

Skills

Financial Planning

Retirement Planning

Investments & Markets

Wealth Management Services

Interpersonal Communications

Regulatory Compliance

Education

Finance / Business / Economics

CFP / CFA / CMFAS advantageous

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.

Role Description

This is a full-time Wealth Management Advisor role based in Singapore, offered on a hybrid work arrangement with some work-from-home flexibility. The Wealth Management Advisor will meet with clients to understand their financial goals, risk tolerance, and life stages, and recommend suitable financial solutions. Daily responsibilities include developing and implementing financial and retirement plans, advising on investment strategies, and reviewing clients’ portfolios regularly. The role also involves monitoring market developments, preparing reports and proposals, maintaining accurate documentation, and ensuring compliance with regulatory requirements. The advisor will collaborate with internal teams and product providers to deliver comprehensive wealth management services and ongoing client support.

Qualifications

• Strong skills in Financial Planning and Retirement Planning to design and implement holistic client strategies.
• Solid understanding of Investments and Finance to analyze products, markets, and portfolio performance.
• Experience providing Wealth Management Services, including portfolio reviews, risk assessment, and goal-based advisory.
• Relevant academic background in Finance, Business, Economics, or a related field; professional certifications (e.g., CFP, CFA, CMFAS) are an advantage.
• Excellent interpersonal and communication skills, with the ability to explain complex financial concepts clearly.
• High ethical standards, client-centric mindset, and commitment to regulatory compliance in Singapore.
• Proven ability to build long-term client relationships and work both independently and within a team.