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Senior Wealth Management Professional

1 month ago

Singapore AVALLIS INVESTMENTS PTE. LTD. Full time
Roles & Responsibilities

As a Senior Wealth Management Professional at Avallis Investments Pte. Ltd., you will be responsible for managing relationships with high net worth clients, family offices, and institutional clients. You will work closely with our team to provide customized portfolio management, fund management, and family legacy & succession planning solutions.

Key responsibilities include:

  • Building and maintaining strong relationships with clients
  • Providing expert advice on investment strategies and products
  • Collaborating with our team to develop and implement customized solutions
  • Ensuring compliance with regulatory requirements

Mandatory requirements include:

  • Existing strong relationships with a network of high net worth clients, family offices, or institutional clients
  • Preferred: RM experience from private banking, priority banking, corporate banking, investment banking, securities houses, wealth management firms, or HNW insurance
  • Non-RMs such as Investment Advisors, Insurance Brokers, or Senior Financial Advisers with minimum HNW clients are welcome to apply

Remuneration:

Please note the salary range indicated is the typical total potential income, it is not base salary

We regret only shortlisted candidates will be contacted.

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Wealth Management
Audit and Compliance
Investment Advisory
Asset Management
Treasury
Middle Office
Regulatory Compliance
Structured Products
Wealth Management Services
Private Wealth Management
Investments
Succession Planning
Investment Banking
Private Banking
Securities
Financial Markets
Capital Markets
Compliance
Portfolio Management
Banking