Wealth Manager

AVALLIS FINANCIAL PTE. LTD.; Singapore; Hybrid; SGD 90,000 - 170,000; Full time

Job summary

Avallis Financial Pte Ltd is seeking a Wealth Manager to develop tailored wealth management plans by assessing client goals, advising on investments and insurance, monitoring portfolios, and ensuring regulatory compliance. You will foster strong client relationships and contribute to professional growth within a hybrid work environment.

The role emphasizes building a pipeline of affluent clients, delivering objective financial guidance, and collaborating with internal teams to provide integrated

Qualifications

• Experience in wealth management and tailoring financial plans.
• Experience with Know Your Customer (KYC) procedures and client onboarding.
• Strong analytical, communication, and interpersonal skills.
• Ability to work independently and in a hybrid environment.

Responsibilities

• Meet with clients to understand financial goals and conduct assessments.
• Develop and present tailored wealth management plans aligned with objectives.
• Advise clients on investments and insurance solutions to optimize portfolios.
• Monitor client portfolios and adjust strategies based on market trends.
• Prepare detailed proposals and reports communicating financial plans and progress.
• Maintain accurate client records and ensure regulatory compliance.
• Collaborate with internal teams to deliver integrated financial solutions.
• Participate in ongoing training to stay current with industry standards.
• Build and expand a pipeline of affluent clients through business development.
• Deliver objective, unbiased financial advice aligned with clients’ long-term goals.
• Conduct KYC procedures and guide clients on planning and wealth accumulation.

Skills

Financial planning

Investment management

Insurance solutions

Client relationships

Regulatory compliance

Ethical standards

Education

Finance degree

Job description

Company Overview

Avallis Financial Pte Ltd is an independent financial advisory firm in Singapore since 1997. It delivers objective, transparent advice on insurance, investments, and financial planning, empowering clients to make confident, well-informed decisions aligned with their best interests.

Job Summary

As a Wealth Manager at Avallis Financial, you will develop tailored wealth management plans by assessing client goals, advising on investments and insurance, monitoring portfolios, and ensuring compliance while fostering strong client relationships and professional growth.

Responsibilities

• Meet with clients to understand their financial goals and conduct comprehensive financial assessments
• Develop and present tailored wealth management plans aligned with client objectives
• Advise clients on investment and insurance solutions to optimize portfolio performance and risk management
• Monitor client portfolios regularly and adjust strategies based on market trends and client needs
• Prepare detailed proposals and reports to communicate financial plans and progress
• Maintain accurate client records and ensure compliance with regulatory and company policies
• Collaborate with internal teams to deliver integrated financial solutions
• Participate in ongoing training and professional development to stay current with industry standards
• Build and expand a pipeline of affluent clients through strategic business development
• Deliver objective, unbiased financial advice aligned with clients’ long-term goals
• Conduct Know Your Customer (KYC) procedures and guide clients on financial planning, wealth accumulation, and investment strategies
• Maintain strong client relationships and provide exceptional post-service engagement

Required competencies and certifications

• Financial advisory capabilities, including Financial Planning and Finance skills to assess client needs and design suitable strategies.
• Proficiency in Investment Management and Investments to construct, review, and optimize client portfolios.
• Understanding of Insurance products and solutions to integrate risk management into holistic financial plans.
• 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.