Wealth Advisory Consultant — Hybrid, Flexible & Growth

LUMINA GLOBAL ADVISORY OFFICE; Singapore; Hybrid; SGD 40,000 - 80,000; Full time

Benefits offered by this job

Training & mentorship

Remuneration package

Bonuses & incentives

Flexible working

Career progression

Broad financial solutions access

Team coaching

Marketing support

Job summary

LUMINA GLOBAL ADVISORY OFFICE in Singapore is seeking motivated financial advisers to join a hybrid, full-time team. You will conduct financial needs analyses, develop personalized plans, and recommend insurance and wealth-management solutions.

We offer comprehensive training, an attractive remuneration package with performance incentives, and clear career progression in a supportive coaching environment for a long-term career in wealth management.

Qualifications

• Conduct comprehensive financial needs analysis for clients.
• Develop personalized financial plans based on clients' goals.
• Recommend suitable insurance and wealth management solutions.
• Build and maintain long-term client relationships.
• Review clients' portfolios regularly and provide ongoing advice.
• Keep up to date with market developments and financial products.

Responsibilities

• Conduct comprehensive financial needs analysis for clients
• Develop personalized financial plans based on clients' goals
• Recommend suitable insurance and wealth management solutions
• Build and maintain long-term client relationships
• Review clients' portfolios regularly and provide ongoing advice
• Keep up to date with market developments and financial products
• Ensure all recommendations comply with MAS regulations and company policies

Skills

Communication skills

Interpersonal skills

Self-motivated

Independent worker

Education

Diploma or Degree holder

Job description

LUMINA GLOBAL ADVISORY OFFICE in Singapore is seeking motivated financial advisers to join a hybrid, full-time team. You will conduct financial needs analyses, develop personalized plans, and recommend insurance and wealth-management solutions.

We offer comprehensive training, an attractive remuneration package with performance incentives, and clear career progression in a supportive coaching environment for a long-term career in wealth management.