Avallis Financial traces its roots back to 1997 when it was first established under the name of First Principal Financial. Building on our heritage as a leading pioneer in independent financial advisory in Singapore, today we continue to grow from strength to strength. Our success is underpinned by our belief in an open and transparent service model that empowers our clients and puts their interests first at all times. Giving our clients the clear advantage, every time.
AVALLIS GROUP has the following 4 platforms under one umbrella:
1.Avallis Investments: Independent Asset Management (for private banking - A.I./HNW/UHNW clients)
https://www.avallis-investments.com/
2.Avallis Financial: IFA (for mass affluent, A.I, HNW clients)
https://www.avallis.com/index.php
3.Todd Green
Insurance Brokerage for HNW/UHNW clients and Financial Institutions (B-B business)
http://www.todd-green.com/
4.Azzarion
Family Legacy & Business Succession Planning (multiple generations planning for UHNW/Mega Wealthy clients)
https://azzarion.com/
Financial Adviser
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
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
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Avallis Financial Pte Ltd - Designation:
Financial Adviser (Insurance and Investments) - Profession:
Insurance - Industry:
Finance