Wealth Manager

About the Company

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.

If you are someone who:

• is hungry for high growth over the next 5 years,
• is ready to invest in a long‑term career,
• thrives on building meaningful client relationships and wants to develop a business you can truly call your own, then Avallis offers the platform to accelerate your trajectory.

Beyond technical skills, we value individuals with resilience, integrity, and a growth mindset — people who want to build a career, not just take on a job.

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 prioritizes professional growth and personal development.

Role Description

This role involves meeting with clients to understand their financial goals, conducting thorough financial assessments, and developing tailored wealth management plans. Day-to-day tasks include advising on investments and insurance solutions, monitoring portfolios, and adjusting strategies in response to market developments and changing client needs. The Wealth Manager will prepare proposals and reports, maintain accurate records, and ensure compliance with regulatory and company policies. Collaboration with internal teams, participation in training, and ongoing professional development are also integral components of the role.

Qualifications

• Strong financial advisory capabilities, including Financial Planning and Finance skills to assess client needs and design suitable strategies.
• Proficiency in Investment Management and Investments to construct, review, and optimize client portfolios.
• Solid understanding of Insurance products and solutions to integrate risk management into holistic financial plans.
• Relevant academic background in Finance, Business, Economics, or related disciplines; professional certifications (e.g., CFP, CFA, CIWM) are advantageous.
• Excellent analytical, communication, and interpersonal skills, with the ability to build trust and maintain long-term client relationships.
• High level of integrity, attention to detail, and commitment to regulatory compliance and ethical standards.
• Ability to work independently and collaboratively in a hybrid environment, with strong time management and organizational skills.

What a Day in the Role Look Like:

• Build and expand a pipeline of affluent clients through strategic business development.
• Deliver objective, unbiased financial advice aligned with clients’ long‑term goals.
• Stay ahead of market trends, portfolio strategies, and regulatory developments.
• Conduct KYC and guide clients on financial planning, wealth accumulation, and investment strategies.
• Maintain strong client relationships and deliver exceptional post‑service engagement.