Wealth Manager - Tailored Plans & Client Growth

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

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