Who are weAvallis Financial is an independent financial advisory firm in Singapore that was established in
- 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.
Complimentary Enneagram profiling and coaching
- 1-to-1 coaching by experience practitioners and CFP Lecturer.
Incentive trips Comprehensive Training
Entrepreneur mindset
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.
Send your application via https://forms.gle/aPJKyNMiDbeXiDMe8
Job Types: Full-time, Part-time, Permanent, Fresh graduate, Freelance
Pay: Up to $10,000.00 per month
Expected hours: No more than 40 per week
Benefits:
Flexible schedule Promotion to permanent employee
Work from home
Supplemental Pay: Performance bonus
License/Certification:
- Pink/Blue NRIC of Singapore (Required)
Work Location: Hybrid remote in Singapore 048581
