Wealth Management Planner | Fresh Grad and Mid Career Welcome | #SGUTP 6mth Traineeship w/ Allw | Client Relationship & Insurance/Investment Management

AVALLIS FINANCIAL PTE. LTD.
  • Job category
    Banking and Finance, Consulting, Customer Service, Insurance, Marketing / Public Relations
  • Job level
    Executive
  • Contract type
    Part Time, Permanent, Full Time, Internship/Traineeship
  • Location
    Central
  • Salary
    S$2300 - S$6500

Job Description

· Do It Right – Comprehensive Training provided by Managers with proven track records

· Be Relevant – Advice on Wealth Management, Retirement Planning, Personal/Corporate Insurance, etc.

· Do It Smart – Develop a Holistic and Ethical Business Plan to stand out above Competitors



What We Offer

· Impartiality through access to a large majority of Insurance and Retail Investment Products, unrestricted by Provider, to cater to your clients’ bespoke needs

· Mentorship Support for individuals who are Driven and Aspire to a Fruitful Career

· Comprehensive Skills & Technical Training to master Personal Financial Planning and engage other individuals to achieve their Goals

· For #SGUnited Trainees: Fixed Allowance scheme for up to the first 6 months before conversion/transition to Full Commission (subject to review on case-by-case basis)



Responsibilities

· Advocate the best paths to achieve long-term Financial Stability and Success via Insurance and Financial instruments

· Understand Wealth Planning and advise on Investment Portfolio Management

· Perform Prospecting, Marketing and Sales activities

· Receive Mentorship from Manager to develop hands-on experience in Client Management

· Opportunity to Manage and Grow your own team

· Be Competitive against Private Banks for High Net Worth clients by capitalising on Avallis Group’s Family/Trust Office and External Asset Management (EAM) entities



Requirements

· Minimum Diploma of any discipline

· Strong desire to develop a career in Financial Planning / Wealth Management

· Having prior or existing relevant experience is not mandatory. Comprehensive Training Programme is provided

· Strong Entrepreneurial mindset



Join Us / Enquiries

Submit your application via the Apply link,

OR

To explore if this opportunity is aligned with your Personal and Professional goals, please feel free to contact Mr Wein Ng, Talent Acquisition Executive, via:

  • Call/Whatsapp at 8891 8058
  • Email to wein.ng@avallis.com

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We regret that only shortlisted candidates will be notified. All applications will be treated with confidentiality and discretion.


Closing on 30 Sep 2021

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