Total 2 job vacancies by Luna Research Group Pte. Ltd.

Retirement, Estate & Family Wealth Track

We're building a specialist practice helping clients plan for two of the most important stages of financial life: a secure retirement, and the legacy they pass on afterward. We're looking for a small number of capable people to groom into this space, backed by a real fixed salary during ramp-up and a development track built for advising clients on long-term wealth, not just selling products.

This is a relationship-led advisory role — retirement income planning, wealth preservation, and estate and legacy structuring. It rewards depth and trust over pressure selling.

What you'll do

• Advise clients on retirement planning — income strategies, CPF/SRS optimisation, wealth accumulation and drawdown — and on legacy and estate planning as their needs evolve
• Run in-depth financial needs analyses covering how a client's wealth is built, protected, drawn down, and eventually passed on
• Build and deepen long-term relationships with clients and their families
• Host and curate retirement and legacy planning events and briefings
• Work alongside specialists — lawyers, fund houses, and investment trainers — who deliver ongoing technical training
• Develop into a senior advisory or leadership role as you build your book

The package

• Fixed monthly salary of up to $4,000 (based on experience) for your first 3 months — probation period
• A fully sponsored Certified Estate Planner certification, plus ongoing monthly training from lawyers, fund houses, and investment specialists — a deep, continuous development track, not a single course
• After probation: a commission-based model with no ceiling. Advisers who establish themselves in this practice typically build toward $5,000+/month as their book matures
• A defined progression path into senior advisory and leadership roles

The support behind you

This isn't a brochure-and-phone practice. You're plugged into a systematized advisory operation built to handle long-term client relationships:

• Tools that turn hours of portfolio and policy review into minutes, so you walk into every meeting already knowing where the gaps are
• A market and intelligence system that keeps you genuinely informed for substantive client conversations
• Client-facing modelling tools to present retirement income and legacy scenarios live, clearly, on screen
• A structured pipeline system so client relationships are nurtured, not forgotten

Who this is for

• Diploma / Degree / full A-Levels in any field — career-switchers from corporate, banking, sales, or service backgrounds do well here
• Strong communicators who can make complex retirement and estate concepts simple
• People with the maturity to earn clients' trust on long-term financial decisions
• Patient, relationship-driven, and comfortable with longer advisory cycles
• Self-directed, organised, and able to manage shifting priorities

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.