Independent Financial Adviser
1 week ago
Who are we?
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.
What will you be doing?
- Assess clients' financial situations to devise strategies that meet their financial goals.
- Review prospective/existing client portfolio
- Propose solutions and planning for clients in areas of investment, insurance, mortgage, estate planning etc.
- Establish and maintain strong relationships with a growing client base.
- Attend and respond to customer queries professionally
What will you not be doing?
- Report to office at office hour.
- Feeling you should be paid more than what you deserved.
- Having to apply leave to spend more time with your family.
- Restricted to marketing only a particular production.
- Restricted to solutions from only one company.
What will you get?
- Complimentary Enneagram profiling and coaching
- 1-to-1 coaching by experience practitioners and CFP Lecturer.
- Incentive trips
- Attractive remunerations
- Comprehensive Training
What you need?
- Entrepreneur mindset
- Above 21 years old
- Have pink/blue NRIC of SG
- Polytechnic diploma, 'A'-Levels or degree in any field.
- Strong interpersonal skills with a passion for empowering others financially.
What you need to do?
- Send your application via
Job Types: Full-time, Part-time, Permanent, Fresh graduate, Freelance
Benefits:
- Employee discount
- Flexible schedule
- Professional development
- Promotion to permanent employee
- Unlimited paid time off
- Work from home
License/Certification:
- Pink/Blue NRIC of Singapore (Required)
Job Types: Full-time, Part-time, Permanent, Fresh graduate, Freelance
Pay: $2, $9,114.60 per month
Expected hours: 5 – 10 per week
Benefits:
- Flexible schedule
- Professional development
- Work from home
Work Location: In person
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