Independent Financial Advisor (#SGUnited Mid-Career Trainee/Full-Time) Singaporeans Only - Avallis Financial | New Day Jobs (Yangon, Myanmar)

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Avallis Financial
Remote (Asia Time Zone Permitted)

Independent Financial Advisor (#SGUnited Mid-Career Trainee/Full-Time) Singaporeans Only

Job Expired

Independent Financial Advisor (#SGUnited Mid-Career Trainee/Full-Time) Singaporeans Only

Avallis Financial
  • Remote (Asia Time Zone Permitted)
  • -
Salary : Login to view salary Job Expired
Job Type : Full-Time
Education Requirement : Bachelor Degree
Skills :
Experience : 3 to 5 years
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Job Detail

  • Strategically Target Market Segments and provide Holistic Financial Advice to your Clients on the most suitable Retail Insurance and Investment products available in the market (considering short/long-term factors such as their Goals, Demographics, Income, Commitments, etc.)
  • Equip yourself with an Effective and Ethical Business Approach and Skills through Mentorship from our team of Managers
  • Overcome and Prosper due to Evergreen Consumer Demand, despite challenges posed by COVID-19

What We Offer

  • As an Independent Financial Advisor - Access to a large majority of Insurance/Financial Products, unrestricted by Provider, to cater to your clients’ bespoke needs
  • Client Ownership through a Vesting Agreement
  • Competitive Advantage against Private Banks for High Net Worth (HNW) clients through our Avallis' unique in-house Family Office, Trust, Business Succession Planning and External Asset Management (EAM) services
  • 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 Mid-Career Pathways TraineesFixed Allowance scheme for up to 6-9 months before transition to Full Commission (subject to review on case-by-case basis)


  • Research the multitude of Financial Products available and identify their Unique Selling Points (USPs)
  • Apply Product Knowledge to construct a comprehensive Financial Plan
  • Ensure excellent Client Relationship Management and plan for their long-term Financial Success
  • Understand Wealth Planning and advise on Investment Portfolio Management
  • Conduct Prospecting, Marketing and Sales activities (with Action-Feedback Loop Training)
  • Receive Mentorship from Manager to develop hands-on experience in Client Management
  • Participate in Financial Planning Seminars/Talks/Webinars/etc, to share knowledge develop new leads
  • Opportunity to develop Management Acumen to eventually Run and Manage your own Team of Financial Consultants


  • Minimum Diploma of any discipline
  • Strong desire to develop a career in Financial Planning / Wealth Management
  • Having prior or existing relevant experience is not required. Comprehensive Training Programme is provided
  • Strong Entrepreneurial mindset

Join Us

You may do so via the Apply link,


Send your updated Resume to Mr Wein Ng, Talent Acquisition Executive, via email to [email protected]


Contact us via Call/Whatsapp at 8891 8058 for a confidential discussion.


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

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