Wealth Manager - Build Your Independent Advisory Practice

Avallis Financial Pte Ltd; Singapore; Hybride; SGD 70 000 - 120 000; Plein temps

Avantages offerts par ce poste

Long-term career runway

Holistic training and development

Access to solutions for affluent and H

Résumé du poste

Avallis Financial Pte Ltd is an independent financial advisory firm in Singapore, providing objective guidance across insurance, investments, and comprehensive wealth planning. In this Wealth Manager role, you will meet clients, understand their goals, and develop tailored wealth strategies.

You will build a pipeline of affluent clients, deliver unbiased recommendations, monitor portfolios, perform KYC, and ensure regulatory compliance.

Qualifications

• Experience in financial planning and financial advisory to clients.
• Strong knowledge of investments and portfolio construction.
• Understand insurance products and risk management.

Responsabilités

• Build and expand a pipeline of affluent clients.
• Deliver objective, unbiased financial advice aligned with long-term goals.
• Stay ahead of market trends and regulatory developments.
• Conduct KYC and guide clients on planning, wealth accumulation, and investments.
• Maintain strong client relationships and deliver post-service engagement.

Connaissances

Financial advisory

Investment management

Insurance

Communication

Integrity

Regulatory compliance

Description du poste

Avallis Financial Pte Ltd is an independent financial advisory firm in Singapore, providing objective guidance across insurance, investments, and comprehensive wealth planning. In this Wealth Manager role, you will meet clients, understand their goals, and develop tailored wealth strategies.

You will build a pipeline of affluent clients, deliver unbiased recommendations, monitor portfolios, perform KYC, and ensure regulatory compliance.