Wealth Advisory Associate — Investment Track
4000 - 10000 SGDFull-time
LUNA RESEARCH GROUP PTE. LTD.
5 openings · Structured 12-month pathway into team leadership
We're grooming our next generation of advisory leaders — and we back our people with something most agencies can't: a proprietary technology stack that takes the grind out of the job from day one.
This is a client-facing wealth advisory role focused on investment-linked solutions and portfolio management. If you want to own your income, work with a serious systematized practice, and grow into leading a team, read on.
What you'll do
- Build and manage a portfolio of clients across the wealth spectrum, with a focus on investment solutions and ongoing portfolio reviews
- Run financial needs analyses and translate market movements into clear, actionable advice clients understand
- Identify, target, and acquire clients across various wealth segments
- Host and invite clients to investment events and briefings (company-funded)
- Keep abreast of market events and develop into a team leader within ~12 months if you show the aptitude
The package
- Fixed monthly salary of up to $4,000 for your first 3 months — probation period
- A structured 3-month training programme designed to get you producing confidently before the salary period ends
- After probation: a commission-based model with no ceiling. Advisers who complete our programme and apply it consistently typically reach $5,000+/month — your income scales directly with your effort.
- Monthly investment training delivered by major fund houses, fully funded
- A defined leadership track with mentorship — not a vague "maybe one day"
The edge most agencies can't offer you
This isn't a cold-calling, paper-form practice. We've built our own technology stack to take the admin out of the job so you spend your time with clients, not paperwork:
- Automated portfolio analysis tools that turn hours of manual policy review into minutes — so you walk into every meeting already knowing where the client's gaps are
- A market intelligence system delivering a weekly, ready-to-use brief on what's moving and why — you sound informed without spending weekends buried in research
- Client-facing modelling tools that let you show projections and scenarios live, on screen, instead of fumbling with spreadsheets
- A structured lead and pipeline system so nothing slips and you always know who to call next
- A built-in CMFAS exam prep platform to get you licensed faster
You're not figuring this out alone with a brochure and a phone. You're plugged into a practice that's years ahead of the typical agency — using tools that make you measurably more productive than the adviser across the table at another firm.
Who this is for
- Diploma / Degree / full A-Levels in any field — career-switchers from corporate, banking, or sales backgrounds do well here
- Strong communicators who can make complex market events simple
- Self-starters comfortable with a model where effort directly drives income
- Organised, able to juggle shifting priorities and follow through under frequent change
Apply if you want a clear pathway and are willing to earn it.
Vacancy posted a month ago
Similar jobs that could be interesting for youBased on the Wealth Advisory Associate — Investment Track in Singapore vacancy
8000 - 12000 SGD
...Investment Advisory Associate Job Description We are looking for a driven and motivated Investment Advisory Associate to join our growing advisory... ...needs. Assist in identifying suitable investment and wealth accumulation strategies. Provide recommendations based...3000 - 8000 SGD
...Join WealthAsia as a Wealth Investment Advisor and help clients achieve their financial goals through... ...want a high-income career in financial advisory with full training and licensing support... ...— manage your own schedule • Fast-track leadership programme for high performers...3000 - 8000 SGD
...Job Description: APEX Investment Wealth Manager and get a head start in the finance industry and be on track to undertake managerial positions. Build your career and make... ...and relevant classes required for financial advisory duties Invited to participate in the planning...3500 - 6500 SGD
...facing roles is preferred. The Client Advisory Associate develops and maintainslong-term... ...as investmentplanning, estate planning, wealth accumulation and financial protection.... ...and objectives. Introduce relevant investment-planning, estate-planning, wealth-accumulation...3800 - 4000 SGD
...a rewarding career in the financial services industry. As a Wealth Manager, you will play a key role in helping clients navigate their... ...obtain mandatory financial certifications before engaging in advisory work, ensuring that you are equipped with the knowledge and skills...8000 - 10000 SGD
...The selected candidate will be part of our real estate investment banking & advisory and equity capital markets team which assists corporate clients... ...Support and manage the execution of equity offerings. Track macroeconomic developments and capital markets activities....19000 - 25000 SGD
...Summary The Investment Advisor will work closely with Relationship Managers to provide appropriate... ...• Provide multi-asset investment advisory • Review client investment portfolios on... ...accurate dealing of client orders. • Track and provide regular feedback on processes...4000 - 15000 SGD
...Wealth Management Consultant(Investment) BENEFITS Competitive compensation package(Monthly allowance + Commission + Incentives + Quarterly Bonus + Year End Bonus) Various incentive trips Build a growing stream of recurring income Professional development and...4000 - 10000 SGD
...Wealth Management Associate Are you ambitious and looking for a career that offers progression, ownership... ...to support you. At CO Wealth Advisory , we develop wealth management professionals... ...programs Opportunity to fast-track into leadership and management roles...1000 - 3500 SGD
...Your role is to assist Senior Wealth and Financial Director in identifying market opportunities... ...and closing sales as well as analyze how investment products fit into a client’s long-term... ...client meetings to record minutes and track follow-up actions (e.g., account opening,...6800 - 10000 SGD
...Uncapped Commission + Monthly Incentives Ready to Build Your Wealth Advisory Career with a Leading Bank? Join one of Singapore's leading... ...and take your career to the next level. As a Bank Investment Officer , you'll work with an established customer base to help...5000 - 10000 SGD
...updating of spreadsheets for selected clients Print valuation reports and prepare client’s outstanding documents, brochures and investment and research materials for RM’s business trip To assist RMs in making sure there are no outstanding items relating to client administration...5000 - 10000 SGD
...We are growing a team of ambitious individuals who are passionate about building a sustainable career in financial planning and wealth advisory. This role offers a structured development journey where you will receive comprehensive training, mentorship, and support to gradually...2800 - 4600 SGD
...to quickly build upon your accounting, tax and financial management experience. You will form part of a team providing accounting and advisory support to international businesses from a diverse range of industries. Responsibilities: Under the guidance of your Senior,...5000 - 10000 SGD
..., Singapore Branch (BOCSG) is looking to hire a member in its Investment Banking Department(IBD) , under the branch’s Investment Banking... ...Division ( IB Division ). In this job you will play an active advisory role in the origination, structuring and execution of event...4000 - 6000 SGD
...Job Responsibilities: Provide investment knowledge to client Provide various investment tools and wealth accumulation solutions according to client's profile Manage clients portfolio periodcially Attend platforms organised by the company to reach out to existing...3200 - 5500 SGD
...internal credit memo for approval, check whether the conditions precedent for the initial or additional drawdown have been satisfied and track the borrower’s performance throughout the syndicated loan’s life cycle. The primary objectives of the loan are acquisition and project...4000 - 6000 SGD
...Page to find out more. As a Personal Wealth Executive within the Personal Banking business, you will provide financial advisory services to mass-market customers. You will... ...insurance, secured and unsecured lending, investment solutions, and wealth advisory services....8000 - 12000 SGD
...Client Relationship and Wealth Associate Job Description We are looking for a driven and people-oriented Client Relationship and Wealth Associate to join our growing advisory team. In this role, you will develop strong relationships with clients while gaining practical...13291 SGD
..., Vitruvian Partners is an international investment firm that supports the most ambitious and... ...amongst the senior team and have a successful track record of creating value in our... ...and the firm is looking for an outstanding Associate to join its highly entrepreneurial team there...4000 - 15000 SGD
...Overview This role involves providing financial guidance and advisory services to clients, helping them achieve their financial goals... ...-focused environment, building relationships while delivering investment and insurance solutions. The position offers opportunities to...2600 - 5000 SGD
About Us Founded in 2014, Lumens Group is leading the transformation of the mobility industry in Singapore. We have successfully built one of Singapore's largest car fleets and expanded our offerings to personal and corporate leasing, purchasing and financing. As we enter...7000 - 11000 SGD
...primarily originating European foreign direct investment(“FDI”) opportunities and translate these... ...raise market awareness onthe bank’s FDI advisory and its regional banking capabilities.... ...support the foreign investors. ·A proven track record in engaging European business...12500 - 20833 SGD
...Join a globally renowned financial advisory platform Work on high-impact M&A and financing transactions About Our Client Our... ...Accounting, Economics, or related field ~2-5 years of experience in investment banking or corporate finance ~ Strong financial modelling and...15000 - 18000 SGD
...We are recruiting for an Investment & Business Development Senior professional (Associate Director/Director). You will be responsible in driving their... ...estate player, family offices, and sovereign wealth funds Executive Advisory: Present targeted regional risk-reward...4000 - 6000 SGD
Key Responsibilities Transaction Execution: Manage day-to-day workstreams for mergers and acquisitions (M&A) and debt or equity capital markets. Financial Analysis: Build and check complex valuation models (e.g., LBO, DCF, and comparable company analysis). Client...15000 - 20000 SGD
...We are looking for a dynamic, dedicated and self-motivated professional with 8 – 12 years of corporate finance advisory experience to join our growing Investment Banking department. Responsibilities · Actively involved in transactional deal execution and origination...3000 - 3700 SGD
...Kickstart Your Career in Risk Advisory. Join Us as an Associate! Learn from experienced mentors. Work on meaningful projects. Build lifelong friendships... ...technical experience, you will be part of a team that is invested in your growth and success. You will gain hands-on...3500 - 4500 SGD
...The Opportunity ~ This is an exciting opportunity to work for one of the leading banks. ~ It is an opportunity for a Wealth Advisory Manager to join their team The Job The candidate will be responsible for managing, acquisition and growing a portfolio of Retail...- ...been at the forefront of private markets investing for more than 40 years, earning a reputation... ...than 750 institutional and 638 private wealth clients worldwide For further details... ...Purpose of the Position The Investment Associate will support the Global Infrastructure &...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Advisory Associate — Investment Track. Be the first to apply!
