Personal Wealth Manager
Company Overview
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.
Job Summary
Join Avallis Financial to build and grow a sustainable advisory practice serving affluent clients with personalized, objective financial strategies and long-term partnership.
Responsibilities
- Build and expand a pipeline of affluent clients through strategic business development to grow your advisory practice
- Deliver objective, unbiased financial advice tailored to clients’ long-term financial goals and needs
- Monitor and analyze market trends, portfolio strategies, and regulatory developments to inform client recommendations
- Conduct thorough Know Your Customer (KYC) processes to assess client profiles and guide financial planning, wealth accumulation, and investment strategies
- Develop and maintain strong client relationships by providing exceptional post-service engagement and ongoing support
What We Offer
At Avallis, you are empowered to build a sustainable, future‑proof advisory practice.
You will gain:
- A long‑term career runway with the freedom to scale your business at your own pace.
- Holistic training and development, including real case studies, product workshops, and ongoing mentorship.
- Access to a wide suite of solutions, enabling you to craft bespoke strategies for affluent and HNW clients.
- A supportive, values‑driven environment that prioritises professional growth and personal development.
This is a place where your next 5 years can redefine your next 20!