Financial Adviser

Avallis Financial| Date Posted: 10-Mar-2020
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Job Nature:
Permanent, Internship
Position Level:
Entry Level, Experienced
Qualification:
Diploma

Job Description

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

 

Duties:

  • 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

 

Requirements:

•          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.

Company Overview
Avallis Financial