Financial Advisor
Snaphunt Pte Ltd
Singapore, Singapore
1d ago
source : CareerBuilder

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

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