Independent Financial Planner

AVALLIS FINANCIAL PTE. LTD.

Singapore, Singapore
Not specified; not specified; not specified
Not specified
Build pipeline of affluent clients
Deliver objective unbiased financial advice
Conduct kyc procedures
Avallis Financial Pte. Ltd. is seeking an Independent Financial Planner to join their team in Singapore. The ideal candidate should have a growth mindset and focus on building meaningful client relationships while providing personalized financial guidance to affluent and high-net-worth clients

Job Summary

  • Avallis Financial seeks advisers to build sustainable practices serving affluent and high-net-worth clients.
  • The role involves delivering objective financial guidance aligned with long-term client goals while staying ahead of market trends.
  • Candidates will receive holistic training, mentorship, and access to a wide suite of solutions to craft bespoke strategies.

Matching Summary

Match Score: 85

Avallis Financial Pte. Ltd. is seeking an Independent Financial Planner to join their team in Singapore. The ideal candidate should have a growth mindset and focus on building meaningful client relationships while providing personalized financial guidance to affluent and high-net-worth clients.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Build pipeline of affluent clients
  • Deliver objective unbiased financial advice
  • Conduct KYC procedures
  • Guide clients on wealth accumulation

Nice-to-have

  • Resilience and integrity
  • Growth mindset
  • Long-term career commitment
  • Strategic business development skills

Key Requirements

  • Experience in financial planning or advisory
  • Strong relationship building capabilities
  • Knowledge of regulatory developments

Work Rights

Not specified

Tailored Resume

Cover Letter