Wealth Planner

About the Company

Since 1997, Avallis Financial has been a trusted leader in Singapore’s independent financial advisory space. Built on a foundation of transparency and client‑first values, we empower individuals and families with personalised financial guidance that stands the test of time.

As a consistently top‑performing life brokerage, our breadth of solutions gives advisers the flexibility to design strategies that truly serve clients’ needs. With a strong heritage and a forward‑looking mindset, Avallis continues to grow — and we’re looking for the next generation of advisers to grow with us.

Who We’re Looking For

We are expanding to serve a rising wave of affluent and high‑net‑worth clients who demand deeper expertise and long‑term partnership.

If you are someone who:

• is hungry for high growth over the next 5 years,

• is ready to invest in a long‑term career,

• thrives on building meaningful client relationships and wants to develop a business you can truly call your own, then Avallis offers the platform to accelerate your trajectory.

Beyond technical skills, we value individuals with resilience, integrity, and a growth mindset — people who want to build a career, not just take on a job.

What We Offer

At Avallis, you are empowered to build a sustainable, future‑proof advisory practice.

You will gain:

• A long‑term career runway with the freedom to scale your business at your own pace.

• Holistic training and development, including real case studies, product workshops, and ongoing mentorship.

• Access to a wide suite of solutions, enabling you to craft bespoke strategies for affluent and HNW clients.

• A supportive, values‑driven environment that prioritises professional growth and personal development.

This is a place where your next 5 years can redefine your next 20.

What a Day in the Role Look Like

• Build and expand a pipeline of affluent clients through strategic business development.

• Deliver objective, unbiased financial advice aligned with clients’ long‑term goals.

• Stay ahead of market trends, portfolio strategies, and regulatory developments.

• Conduct KYC and guide clients on financial planning, wealth accumulation, and investment strategies.

• Maintain strong client relationships and deliver exceptional post‑service engagement.