Consultant

LUMI SOLUTIONS PTE. LTD.; Singapore; On-site; SGD 36,000 - 72,000; Full time

Benefits offered by this job

Fixed monthly allowance

Uncapped commission

Quarterly bonuses

Year end bonuses

Structured MDRT coaching

Leadership pathway

Job summary

LUMI SOLUTIONS PTE. LTD. is seeking a Financial Consultant fresh out of school to apply banking and finance knowledge in a client-facing role in Singapore. You will receive a fixed monthly allowance while you begin building your client portfolio, with commissions and bonuses that reward performance.

The role includes licensing, structured mentorship, and a clear path to leadership as you grow your team and portfolio over time.

Qualifications

• Bachelor-level degree in banking/finance/economics or related field.
• Strong communication and interpersonal skills.
• Self-motivated and coachable; no prior sales experience required.

Responsibilities

• Meet with clients to understand financial goals and risk tolerance.
• Recommend suitable insurance and investment solutions.
• Build and manage your client portfolio over time.
• Complete required licensing and ongoing training.

Skills

Strong communication

Interpersonal skills

Self motivated

Coachable

Education

Degree in Banking/Finance/Economics

Job description

Are you a fresh graduate in banking or finance looking to apply what you learned in a client facing role? Join us as a Financial Consultant and build a career advising individuals on wealth planning, insurance, and investment strategies, backed by a fixed monthly allowance while you build your portfolio.

What You'll Do:

• Meet with clients to understand their financial goals
• Recommend suitable insurance and investment solutions
• Build and manage your own client portfolio over time
• Complete required licensing and ongoing training

Who We're Looking For:

• Degree in Banking, Finance, Economics, or related field
• Strong communication and interpersonal skills
• Self motivated and coachable
• No prior sales experience required, training provided

Why Join Us:

• Fixed monthly allowance plus commission, so you're not starting from zero
• Uncapped commission structure
• Quarterly and year end bonuses on top of your allowance and commission
• Structured mentorship and MDRT level coaching
• Clear path to leadership and building your own team