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About The Company
Avallis Financial has been a trusted name in independent financial advisory services since its establishment in 1997 as First Principal Financial. As a pioneer in the industry in Singapore, the company is committed to an open and transparent service model that prioritizes clients interests. Avallis Financial continues to grow by empowering clients through personalized advice and innovative solutions. With a heritage of delivering exceptional financial guidance, the company ensures clients have a clear advantage in every financial decision.
What We Offer
What We Are Looking For
Role Description
This is a full-time hybrid role based in Singapore for an Independent Financial Adviser, with opportunities for career switchers. The successful candidate will provide tailored financial solutions by assessing clients financial situations, goals, and needs. Responsibilities include offering guidance on financial planning, retirement planning, and investment strategies, assisting clients with financial decisions, and maintaining strong long-term client relationships. The role offers flexibility with both in-office and work-from-home arrangements.
Job ID: 149006249
Skills:
risk management, global financial markets, CMFAS SCI certifications RE5 M8 M8A M9 M9A, Investment Advisory, Client Servicing, relationship management, retirement planning, Negotiation, financial assessments, investment strategies, Wealth Management, Financial Planning, Portfolio Management
Skills:
CFP designation, series 65, Active Series 7, Planning Skills
Skills:
Risk Management, Product Innovations, Wealth Management, retirement planning, Financial Regulations, investment strategies
Skills:
bsa, customer onboarding, AML compliance, financial crimes advisory, AML frameworks, Transaction Monitoring, suspicious activity detection, FATF, FinCEN
Skills:
tele-consulting, financial analysis, wealth management sales, Treasury Products, Bancassurance, banking products and services, investment products, unit trusts
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