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
- Acquisition of clients and develop strong customer relationships
- Provide 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
• Minimum full certificate in GCE “A” level, International Baccalaureate Diploma qualification, diploma awarded by a polytechnic in Singapore or equivalent.
• Age 21 years and above
• 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
Thanks very much for your interest. Only shortlisted candidates will be contacted.