Total 3 job vacancies by Avrio Wealth Pte. Ltd.

Avrio Wealth was founded in 2020 to offer fee-based wealth planning and investment management to global families who require an international perspective including US taxpayers. Avrio holds a CMS license and is registered with the SEC.

Our belief is that client relationships begin with a financial plan Through planning we create long term relationships with our clients and help guide them to achieve their financial goals.

The Client Service Associate role is suitable for someone who wants a career in wealth management, is comfortable working with a small, yet global, team and a highly regulated financial services industry.

Responsibilities:

• Provide efficient and timely customer service to clients
• Customize client portals and respond to general client questions
• Liaise with clients and providers to resolve issues
• New client onboarding documentation
• Generate illustrations across various investment and insurance providers
• Open and maintain client account records
• Assist with office activities including drafting professional emails and letters, filing, and mailings
• Schedule client meetings and client events
• Maintain accurate client information in CRM and other programs
• Understand policies and maintain records required by compliance
• Generate reports for management and regulatory requirements
• Back-up support for other team members

Behavioral Attributes:

• Must be a self-starter, wiling to bring actionable ideas to the practice
• Develops and maintains positive working relationships with others
• Completes action items in a timely manner
• Extremely task-oriented, with high standards of quality and accuracy
• Strong follow-through skills on delegated tasks and assignments
• Maintains a high level of customer service and is passionate about meeting and assisting clients
• Takes pride in the achievement of team objectives
• Manages time effectively
• Acquires knowledge/skills to further personal, professional, and team capability
• Consistently follow high standards of business and professional ethics and legal and regulatory requirements

Qualifications:

• Singaporean or PR only
• Wealth management experience preferred
• Bachelor Degree in finance or accounting
• Superior organization skills and attention to detail
• Ability to multi-task, prioritize effectively and be a self-starter
• Strong written and oral communication skills
• Native/fluent written and spoken English
• Experience in Microsoft Office
• Willing to become a CFP professional or similar

Avrio Wealth is a boutique wealth planning and investment management company that is licensed by MAS and the SEC. We work with all our clients to craft a highly customized financial plan with well-defined goals following the guidelines set up by the Certified Financial Planning Board of Standards.

Our wealth management strategy is focused on providing a globally diversified portfolio that caters to our client’s unique needs at home or abroad. Avrio’s clients face challenges that require special attention and a worldview. We construct portfolios using low-cost and tax efficient investment products for clients which include US taxpayers and non US taxpayers. Our clients have diverse backgrounds with diverse portfolio requirements.

Portfolio Manager Job Responsibilities:

· Design and implement investment strategies, processes and policies

· Construct and manage ETF, stock and bond portfolios in multiple currencies based upon tax requirements

· Monitor performance and risk of company portfolios

· Prepare performance reports for management, advisors and clients

· Prepare monthly market commentary for distribution

· Review commentary with internal staff for questions and market education.

· Help manage client interactions and communications

· Trade global markets

· Research and present investment strategies

· Identify and cultivate new clients

· Develop and grow a book of business

· Support Avrio’s management, advisors, clients and prospects

Requirements, Skills, Education

• CFA (Chartered Financial Analyst)
• Proven work experience as a Portfolio Manager or similar role
• Strong understanding of investment strategies and risk management
• Fluent in written and spoken English
• Willingness to work in a firm who emphasizes financial planning (no product sales/commissions)
• Effective presentation skills
• Willing to work for company that is regulated by both the SEC & MAS and comply with stringent compliance requirements
• Master’s degree in business, finance, investment or a related field preferred

Computer skills including MS Office, Bloomberg and trading software.

Avrio Wealth is a boutique wealth planning and investment management company that is licensed by MAS and the SEC. We work with all our clients to craft a highly customized financial plan with well-defined goals following the guidelines set up by the Certified Financial Planning Board of Standards.

Our wealth management strategy is focused on providing a globally diversified portfolio that caters to our client’s unique needs at home or abroad. Avrio’s clients face challenges that require special attention and a worldview. We construct portfolios using low-cost and tax efficient investment products for clients which include US taxpayers and non US taxpayers. Our clients have diverse backgrounds with diverse portfolio requirements.

Portfolio Manager Job Responsibilities:

· Design and implement investment strategies, processes and policies

· Construct and manage ETF, stock and bond portfolios in multiple currencies based upon tax requirements

· Monitor performance and risk of company portfolios

· Prepare performance reports for management, advisors and clients

· Prepare monthly market commentary for distribution

· Review commentary with internal staff for questions and market education.

· Help manage client interactions and communications

· Trade global markets

· Research and present investment strategies

· Identify and cultivate new clients

· Develop and grow a book of business

· Support Avrio’s management, advisors, clients and prospects

Requirements, Skills, Education

• Proven work experience as a Portfolio Manager or similar role
• Strong understanding of investment strategies and risk management
• Fluent in written and spoken English
• Willingness to work in a firm who emphasizes financial planning (no product sales/commissions)
• Effective presentation skills
• Willing to work for company that is regulated by both the SEC & MAS and comply with stringent compliance requirements
• Master’s degree in business, finance, investment or a related field preferred
• CFA (Chartered Financial Analyst) a plus
• Computer skills including MS Office, Bloomberg and trading software.

As a small company, Avrio offers and requires flexibility. We work closely as a team and support each other and all clients. Competitive wage, health insurance and potential for employee stock ownership in the future.