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 https://forms.gle/aPJKyNMiDbeXiDMe8
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: