Why Avallis is unique : At present, Avallis is the only financial institution in Singapore to have 4 platforms under one umbrella Independent Financial Advisory, Independent Private Wealth Management (partnering private banks), Insurance Brokerage for HNW, and Family Business Succession Planning. What we offer :
Regular In-house workshops / trainings
Mentorship and guidance
Regular external workshops / trainings from our various partnering financial institutions / banks / insurance companies / fund houses
Wide range of products / solutions to cater to Mass Affluent, Accredited Investors and HNW markets
Opportunities in promotion and leading a sales team The Role Your responsibilities will include : Acquisition of clients and developing strong customer relationships Providing financial advisory and planning in wealth management and insurance planning.
Marketing of financial solutions to meet client’s financial goals and objectives Involvement in sales related activities such as seminars and corporate events Ideal Profile Minimum full certificate in GCE A level, International Baccalaureate Diploma qualification, diploma awarded by a polytechnic in Singapore or equivalent.
Required to attain CMFAS Certifications for M5, M9, M9A and HI Highly motivated and strong desire to develop a career in financial planning or wealth management Prior experience in financial service is an advantage Having an entrepreneurial mindset What'
s on Offer? Fantastic work culture Work alongside & learn from best in class talent A role that offers a breadth of learning opportunities Ref : 24310702