Group Profile - LightSeekers
We are a group of like-minded professionals in financial advisory. With a primary focus on client centricity, our expertise is centered toward providing a holistic and tailored value proposition for the LightSeekers client. Every LightSeekers advisor undertakes a duty beyond just a financial advisor as each individual is inculcated to integrate within our clients' lives. This is accomplished through the diversity of our young professionals, who are expected to possess other unique skills beyond just financial knowledge. With the ever-changing environment in a highly-dynamic industry, we are committed to become the leading provider of objective and authentic financial advice to our valued clients.
Internally, the group is dedicated to the individual success of each advisor. With a key belief in the development of our own human capital, the LightSeekers professional is expected to achieve individual excellence by being a specialist in the service of others.
As the industry rapidly adapts to disruption from Fintech (Financial Technology), we embrace technology and hence place great emphasis on creating sustainable partnerships with tech-related partners. This gives our advisors unlimited access to quality leads; hence allowing our professionals to reduce leads-prospecting time and spend maximum time on providing valuable consultation.
The LightSeekers concurrently specializes in wealth management within the UHNW (Ultra High Net Worth) space, which is pivotal to the continuing expansion of our affluent network. This platform is serviced and run by a number of highly specialized professionals, who have been trained to meet the unique and demanding requirements of savvy investor clients that seek more customized and sophisticated solutions within the Accredited Investor space. An extension to the platform called the Global Investor Initiative Program (GIIP), had recently also been introduced to address UHNW interest from overseas markets such as China, Indonesia, Malaysia etc.
Key Role
The role of the LightSeekers advisor entails the following:
- Provide holistic financial advice and furnish wills & trusts access to clients
- Harness & maintain trusted client relationships over time
- Attend to quality lead appointments assigned through the group's various platforms
- Create and develop own exclusive client networks
- Doing all of the above expertly
Our Candidate:
We are looking for highly-motivated individuals who fit the following attributes:
- Age 24 - 35
- Singaporean, Singapore PR & Foreigners
- Self-starter
- Strong belief in the future of technology
- Value meaning & purpose in their professional roles
- Desire income to commensurate effort
- Pleasant disposition
- Able to articulate ideas
- Comfortable with people
- Keen to learn
- Teamplayer
- Competitive spirit
- Appreciate recognition
- Ability to handle stressful situations
- Embrace adversity
Career Benefits:
Approved applicants will undergo the various CMFAS examinations to gain full certification in providing professional advice on personal and business solutions to clients. The new LightSeekers advisor will expect to receive the following career benefits:
- Annual income of $60k & above
- Fully-paid conventons to attractive locations across the world
- Opportunity to build own business at minimal cost
- MDRT (Million Dollar Round Table) experience
- Self-development courses
- Access to professional networks
- Work-life balance
- Leverage on full Organization/Company support
- Fast-Track Program (available only to top performers)
- Comprehensive medical benefits upon career progression
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