Total 225 support advisor job vacancies in Others category

Advise clients on wealth management and growth strategies:

- Provide expert advice on investment opportunities and risk management

- Help clients achieve their financial goals, such as retirement planning or wealth transfer

- Offer guidance on tax-efficient investment strategies

Manage portfolios and conduct regular reviews:

- Oversee client investment portfolios and make adjustments as needed

- Monitor market trends and rebalance portfolios to optimize performance

- Ensure portfolios align with client risk tolerance and investment objectives

Develop financial plans aligned with client goals:

- Work with clients to understand their financial objectives and create personalized plans

- Identify areas for improvement and provide recommendations

- Help clients prioritize their financial goals and create a roadmap to achieve them

Build and maintain strong client relationships:

- Foster trust and rapport with clients through regular communication and excellent service

- Understand client needs and provide tailored solutions

- Stay up-to-date on client changes and adjust advice accordingly

Advise clients on wealth management and growth strategies:

- Provide expert advice on investment opportunities and risk management

- Help clients achieve their financial goals, such as retirement planning or wealth transfer

- Offer guidance on tax-efficient investment strategies

Manage portfolios and conduct regular reviews:

- Oversee client investment portfolios and make adjustments as needed

- Monitor market trends and rebalance portfolios to optimize performance

- Ensure portfolios align with client risk tolerance and investment objectives

Develop financial plans aligned with client goals:

- Work with clients to understand their financial objectives and create personalized plans

- Identify areas for improvement and provide recommendations

- Help clients prioritize their financial goals and create a roadmap to achieve them

Build and maintain strong client relationships:

- Foster trust and rapport with clients through regular communication and excellent service

- Understand client needs and provide tailored solutions

- Stay up-to-date on client changes and adjust advice accordingly

Advise clients on wealth management and growth strategies:

- Provide expert advice on investment opportunities and risk management

- Help clients achieve their financial goals, such as retirement planning or wealth transfer

- Offer guidance on tax-efficient investment strategies

Manage portfolios and conduct regular reviews:

- Oversee client investment portfolios and make adjustments as needed

- Monitor market trends and rebalance portfolios to optimize performance

- Ensure portfolios align with client risk tolerance and investment objectives

Develop financial plans aligned with client goals:

- Work with clients to understand their financial objectives and create personalized plans

- Identify areas for improvement and provide recommendations

- Help clients prioritize their financial goals and create a roadmap to achieve them

Build and maintain strong client relationships:

- Foster trust and rapport with clients through regular communication and excellent service

- Understand client needs and provide tailored solutions

- Stay up-to-date on client changes and adjust advice accordingly

Provide investment advice and guidance to clients:

- Offer personalized investment advice and recommendations

- Help clients understand investment options and strategies

- Provide guidance on portfolio management and asset allocation

Manage client portfolios and develop investment strategies:

- Create and manage client investment portfolios

- Develop investment strategies aligned with client goals and risk profile

- Monitor and adjust portfolios as needed

Conduct market research and due diligence on investments:

- Research investment products, markets, and trends

- Assess investment opportunities and risks

- Conduct due diligence on potential investments

Ensure client investments meet their goals and risk profile:

- Ensure investments align with client objectives and risk tolerance

- Monitor portfolio performance and adjust as needed

- Communicate regularly with clients on portfolio performance and strategy

Job description:

We are looking for motivated individuals to join us as Financial Advisors. This full-time role is designed for individuals who are eager to learn, grow, and build a strong foundation in financial advisory. This career allows for flexibility without an income ceiling. If you are looking to be compensated for your merit, this is the place for you. You will receive structured training, mentorship, and hands-on exposure to holistic financial planning in a supportive team environment.

Key responsibilities

Financial Planning & Client Support

• Support the delivery of holistic financial planning solutions covering protection, wealth accumulation, and legacy planning
• Learn to conduct client fact-finding, needs analysis, and financial reviews under guidance
• Assist in preparing financial proposals and advisory documentation
• Build and maintain long-term client relationships through regular engagement

Business Development & Exposure

• Participate in client engagement activities, workshops, and events
• Learn client acquisition and relationship management through mentorship and team support
• Collaborate with marketing and operations teams on outreach initiatives

Training, Licensing & Professional Development

• Participate in structured training programmes and coaching sessions
• Prepare for and complete required licensing examinations (CMFAS / RES modules)
• Stay updated on product knowledge, regulatory requirements, and market developments

What You Will Gain

• Structured onboarding and training to build a strong foundation in financial advisory
• Mentorship and guidance from experienced wealth planners and leaders
• Exposure to both client-facing and backend functions within the financial services industry
• Professional development support for licensing and certifications
• Opportunities for career progression, specialisation, and leadership development
• Flexibility to plan and manage your own time while meeting professional responsibilities
• Performance-based income with no fixed income ceiling, rewarding effort and results
• A supportive team culture that encourages learning, growth, and ethical advisory practices

Requirements

• Diploma/A level equivalent
• Strong communication and interpersonal skills
• Willingness to learn, self-motivated, and open to coaching
• Comfortable engaging with people and building relationships
• Interest in financial planning, personal finance, and professional services
• Above 20, Local/Perm Resident

Job Overview:

We are seeking a motivated and client-focused Wealth Advisor to provide financial planning and advisory services to individuals and businesses. The ideal candidate will assist clients in achieving their financial goals through personalized strategies, strong relationship management, and professional financial guidance.
Build a meaningful career while helping others secure their financial future.

Key Responsibilities:

• Build and maintain strong client relationships
• Understand clients’ financial goals and provide suitable solutions
• Conduct financial reviews and needs analysis
• Advise on wealth management, savings, insurance, and investment solutions
• Develop personalized financial plans
• Stay updated on financial products, market trends, and industry regulations
• Provide excellent customer service and ongoing client support
• Generate leads and expand client networks through referrals and business development activities

Requirements:

• Strong communication and interpersonal skills
• Self-motivated, driven, and goal-oriented
• Ability to work independently and manage time effectively
• Good problem-solving and analytical skills
• Sales or customer service experience is an advantage
• Diploma or Degree in any field preferred

What We Offer:

• Flexible working environment
• Training and mentorship provided
• Career growth opportunities
• Attractive commission and incentive structure
• Supportive team environment

Job Type:

Full-time / Part-time / Freelance

Application Process: 

To apply for this position, please submit your resume and cover letter to jdsexecutivecontact@gmail.com
Shortlisted candidates will be contacted for interviews.  

Provide investment advice and guidance to clients:

- Offer personalized investment advice and recommendations

- Help clients understand investment options and strategies

- Provide guidance on portfolio management and asset allocation

Manage client portfolios and develop investment strategies:

- Create and manage client investment portfolios

- Develop investment strategies aligned with client goals and risk profile

- Monitor and adjust portfolios as needed

Conduct market research and due diligence on investments:

- Research investment products, markets, and trends

- Assess investment opportunities and risks

- Conduct due diligence on potential investments

Ensure client investments meet their goals and risk profile:

- Ensure investments align with client objectives and risk tolerance

- Monitor portfolio performance and adjust as needed

- Communicate regularly with clients on portfolio performance and strategy

Provide investment advice and guidance to clients:

- Offer personalized investment advice and recommendations

- Help clients understand investment options and strategies

- Provide guidance on portfolio management and asset allocation

Manage client portfolios and develop investment strategies:

- Create and manage client investment portfolios

- Develop investment strategies aligned with client goals and risk profile

- Monitor and adjust portfolios as needed

Conduct market research and due diligence on investments:

- Research investment products, markets, and trends

- Assess investment opportunities and risks

- Conduct due diligence on potential investments

Ensure client investments meet their goals and risk profile:

- Ensure investments align with client objectives and risk tolerance

- Monitor portfolio performance and adjust as needed

- Communicate regularly with clients on portfolio performance and strategy

About The Company

Avallis Financial has been a trusted name in independent financial advisory services since its establishment in 1997 as First Principal Financial. As a pioneer in the industry in Singapore, the company is committed to an open and transparent service model that prioritizes clients' interests. Avallis Financial continues to grow by empowering clients through personalized advice and innovative solutions. With a heritage of delivering exceptional financial guidance, the company ensures clients have a clear advantage in every financial decision.

What We Offer

• Comprehensive training & support for financial certifications
• Mentorship from experienced financial professionals
• Access to a wide range of insurers and financial products
• Flexible schedule with remote work options
• Modern tools and systems to help you succeed
• Attractive commission-based earnings
• Clear path for career progression and growth

What We Are Looking For

1. A genuine interest in personal finance and helping others
2. Strong communication and interpersonal skills
3. Self-motivated and proactive with a high level of integrity
4. Eagerness to learn and grow in the financial sector
5. Previous experience in sales or customer service is a bonus (not required

Role Description

This is a full-time hybrid role based in Singapore for an Independent Financial Adviser, with opportunities for career switchers. The successful candidate will provide tailored financial solutions by assessing clients’ financial situations, goals, and needs. Responsibilities include offering guidance on financial planning, retirement planning, and investment strategies, assisting clients with financial decisions, and maintaining strong long-term client relationships. The role offers flexibility with both in-office and work-from-home arrangements.

Provide investment advice and guidance to clients:

- Offer personalized investment advice and recommendations

- Help clients understand investment options and strategies

- Provide guidance on portfolio management and asset allocation

Manage client portfolios and develop investment strategies:

- Create and manage client investment portfolios

- Develop investment strategies aligned with client goals and risk profile

- Monitor and adjust portfolios as needed

Conduct market research and due diligence on investments:

- Research investment products, markets, and trends

- Assess investment opportunities and risks

- Conduct due diligence on potential investments

Ensure client investments meet their goals and risk profile:

- Ensure investments align with client objectives and risk tolerance

- Monitor portfolio performance and adjust as needed

- Communicate regularly with clients on portfolio performance and strategy

Advise clients on wealth management and growth strategies:

- Provide expert advice on investment opportunities and risk management

- Help clients achieve their financial goals, such as retirement planning or wealth transfer

- Offer guidance on tax-efficient investment strategies

Manage portfolios and conduct regular reviews:

- Oversee client investment portfolios and make adjustments as needed

- Monitor market trends and rebalance portfolios to optimize performance

- Ensure portfolios align with client risk tolerance and investment objectives

Develop financial plans aligned with client goals:

- Work with clients to understand their financial objectives and create personalized plans

- Identify areas for improvement and provide recommendations

- Help clients prioritize their financial goals and create a roadmap to achieve them

Build and maintain strong client relationships:

- Foster trust and rapport with clients through regular communication and excellent service

- Understand client needs and provide tailored solutions

- Stay up-to-date on client changes and adjust advice accordingly

Responsibilities

• Boosting sales revenue and profitability by achieving sales targets
• Handle customer’s queries, feedbacks/complaints professionally
• Conduct professional scalp analysis; demonstrate features/ benefits of treatments, services and products
• Recommend packages according to individual needs and conditions
• Constantly educate customers on the necessity and benefits of company’s treatments, services and products
• Build rapport with customer and providing good customer service and needs in relation to hair & scalp enquiries
• Perform basic hands-on treatments when necessary
• Updating of customer’s progress in the treatment card and computer system
• Telemarketing and attending to phone calls
• Conduct regular stock-take, responsible for healthy stock level in store and stock ordering
• Provide administrative support and complete daily sales report for the outlet manager
• Assist in display of merchandise, ensuring branding alignment and standards are maintained
• Assist in other areas where necessary to ensure the smooth operation of the store
• Other ad-hoc tasks as assigned by the Supervisor

Requirements

• Certificate in any discipline
• Experience and competent in sales with minimum 3 years of relevant experience preferably in beauty industry
• Excellent communication skills (Bilingual) to liase with English and Chinese speaking customers
• Sensitive to customers’ needs and attention to details
• Strong sense of responsibility and urgency
• Be self-motivated; high stress tolerance
• Good team player, service oriented and proactive
• Willing to work retail hours, on weekends and public holidays

Key Responsibilities

• Monitor refinery operations, maintenance schedules, turnarounds, outages, and restart activities across regional and global markets.
• Track changes in refinery utilization, unit disruptions, operational performance, and infrastructure developments.
• Maintain and update infrastructure and operational databases using multiple sources of market intelligence.
• Analyze refinery margins, operational trends, and market developments to identify potential impacts on supply and demand dynamics.
• Assess the commercial implications of refinery outages, maintenance activities, and operational changes.
• Collaborate with commercial, operational, and analytical teams to validate information and provide actionable insights.
• Develop reports, dashboards, and market intelligence updates for stakeholders.
• Utilize coding and data analysis skills to automate workflows, improve data quality, and enhance reporting efficiency.
• Analyze large datasets to identify trends, anomalies, and opportunities for process improvements.

Requirements

• Bachelor’s Degree in Engineering, Energy, Maritime Studies, Data Analytics, Economics, Business, or a related discipline.
• Experience within the energy, refining, petrochemical, commodity trading, maritime, or related industries.
• Proficiency in Microsoft Excel and data analysis.
• Working knowledge of Python programming.
• Strong analytical, quantitative, and problem-solving skills.
• Ability to work with large datasets and derive meaningful business insights.
• Effective communication and stakeholder management skills.

Develop wealth management strategies for clients:

- Create tailored wealth management plans aligned with client goals

- Consider all aspects of client wealth, including investments, taxes, and estate planning

- Collaborate with clients to set and achieve wealth objectives

Provide investment advice and planning for wealth growth/protection:

- Offer investment advice and strategies for wealth growth and protection

- Provide guidance on asset allocation, risk management, and wealth preservation

- Help clients navigate complex investment decisions

Analyze client portfolios and optimize wealth plans:

- Review and analyze client portfolios and wealth plans

- Identify areas for optimization and improvement

- Implement changes to enhance portfolio performance and alignment with goals

Focus on long-term wealth goals and legacy planning:

- Help clients set and achieve long-term wealth goals (e.g., retirement, legacy)

- Consider estate planning, tax efficiency, and intergenerational wealth transfer

- Provide guidance on philanthropy and charitable giving strategies

Develop wealth management strategies for clients:

- Create tailored wealth management plans aligned with client goals

- Consider all aspects of client wealth, including investments, taxes, and estate planning

- Collaborate with clients to set and achieve wealth objectives

Provide investment advice and planning for wealth growth/protection:

- Offer investment advice and strategies for wealth growth and protection

- Provide guidance on asset allocation, risk management, and wealth preservation

- Help clients navigate complex investment decisions

Analyze client portfolios and optimize wealth plans:

- Review and analyze client portfolios and wealth plans

- Identify areas for optimization and improvement

- Implement changes to enhance portfolio performance and alignment with goals

Focus on long-term wealth goals and legacy planning:

- Help clients set and achieve long-term wealth goals (e.g., retirement, legacy)

- Consider estate planning, tax efficiency, and intergenerational wealth transfer

- Provide guidance on philanthropy and charitable giving strategies