Independent Financial Adviser

1 day ago

Singapore Avallis Financial Full time

**Responsibilities**:
Provide clients with advice on financial matters, making recommendations on the ways to achieve their financial goals using various financial solution from different companies.

**Job Duties**:

- contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises;
- conducting in-depth reviews of clients' financial circumstances, current provision and future aims;
- analyzing information and preparing plans best suited to individual clients' requirements;
- completing risk analyses;
- researching the marketplace and providing clients with information on new and existing products and services;
- designing financial strategies;
- assisting clients to make informed decisions;
- keeping up to date with financial products and legislation;
- plan and set up financial talks and seminar - producing financial reports;
**Job Requirements**
- Minimum 'A'-Levels or Poly Diploma
- Fresh Grad & career switchers with no experience are welcome

**Why Avallis Financial?**

Avallis Financial is an independent financial advisory firm in Singapore that was established in 1997. Our focus is on providing open, transparent, and client-centered service models to empower our clients while putting their interests first. We strive to offer the best services to clients while giving them a clear advantage at all times. We continue to build on our heritage as a leading pioneer in independent financial advisory in Singapore, growing stronger every day.

**Job Types**: Full-time, Part-time, Permanent, Fresh graduate, Freelance, Student job

**Salary**: $2,138.29 - $9,808.61 per month

Expected hours: 10 - 40 per week

**Benefits**:

- Employee discount
- Flexible schedule
- Professional development
- Unlimited paid time off
- Work from home

Supplemental pay types:

- Commission pay

**Education**:

- Local Polytechnic Diploma (preferred)

License/Certification:

- Blue/Pink NRIC (required)

Work Location: Hybrid remote in Singapore 048581

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