Financial Advisor

3 weeks ago


Singapore LUMI SOLUTIONS PTE. LTD. Full time
Roles & Responsibilities

Job scope:

  • Acquiring clients and providing ongoing service to build and maintain long-term, sustainable relationships.
  • Assist in creating financial plans for individuals and businesses.
  • Support clients with risk management, wealth accumulation, retirement and legacy planning.
  • Attend training sessions, workshops, and leadership development programs to accelerate your career growth.
  • Conduct follow-ups with existing and new clients to assess their financial needs.
  • Willing to take MAS examinations if necessary.

Career benefits:

  • Basic + Sales Commission based.
  • Monthly allowance $1.5k - $5k.
  • Commissions + Incentives + Bonus.
  • Personal mentoring with our agency leaders.
  • Friendly and supportive environment.
  • Opportunity for an accelerated career progression to management level.

Requirements:

  • Local Polytechnic Diploma/Diploma of at least 2.5 years or 900 hours, GCSE ‘A’ Levels Certificate or higher.
  • At least 21 years old (regulatory requirement).
  • Required to take 4x CMFAS Papers: RES5, M9, M9A, Health Ins (HI) (Training will be provided)
  • Able to work independently and as part of a team.

Tell employers what skills you have

Wealth Management
Mentoring
Lifestyle
Aftersales
Financial Planning
Wealth Accumulation
Wealth
Risk Management
Leadership Development
Financial Advisory
Personal Development
Retirement
Corporate Finance
Financial Services
Able To Work Independently

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