Financial Advisor

Company Overview

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

Job Summary

Provide tailored financial solutions by assessing clients’ financial situations, goals, and needs. Offer guidance on financial planning, retirement planning, and investment strategies while building and maintaining strong long-term client relationships.

Responsibilities

• Assess clients’ financial situations, goals, and needs to develop personalized financial plans
• Advise clients on retirement planning strategies to help secure their financial future
• Recommend investment strategies aligned with clients’ risk tolerance and objectives
• Assist clients in making informed financial decisions through clear, transparent communication
• Build and maintain strong, long-term relationships with clients to support ongoing financial needs
• Collaborate with internal teams and external partners to provide comprehensive financial solutions
• Utilize modern tools and systems to analyze financial data and track client progress
• Adapt work approach to flexible schedules, including in-office and remote work arrangements
• Continuously learn and apply financial knowledge to enhance client service and personal growth

Preferred competencies and qualifications

• Previous experience in sales or customer service is a bonus but not required
• Demonstrated interest in personal finance and helping others
• Strong communication and interpersonal skills applied to client engagement and relationship building
• Self-motivated and proactive approach to managing client portfolios and professional development
• Openness to mid-career switches who are open to grow in the financial sector

Other Information

Benefits

• Comprehensive training and support for financial certifications
• Mentorship from experienced financial professionals
• Access to a wide range of insurers and financial products
• Flexible schedule with remote work options
• Modern tools and systems to support success
• Attractive commission-based earnings
• Clear path for career progression and growth