Financial Service Consultant

4 weeks ago


Singapore THE SPECIALIST OPINION PRIVATE LIMITED Full time
Roles & Responsibilities

Looking for Financial Enthusiasts to join our team. Leads will be provided to you


If you have a passion for finance or interested to see how the finance industry is like,

we want to hear from you You will play a vital role in helping our clients achieve their

financial goals

Previous work experience is not mandatory; we warmly welcome candidates of all

experience levels.


What we offer:

  • 1 to 1 mentorship will definitely be provided by experienced professionals with up to 20 years’ experience.
  • Gain comprehensive knowledge in personal finance, investments in various asset classes.


You will learn how to:

  • Analyse and manage client’s financial portfolio.
  • Providing advice based on clients’ financial and protection needs.
  • Acquisition of new clients and maintaining relationships with existing clients
  • Learn and adopt new plans to enhance the client’s financial portfolio through insurance, savings, and investment.


Requirements:

  • Currently pursuing a diploma/degree or graduated with either.
  • 21 and above (Regulatory requirement)
  • Relevant certifications and licenses are a plus. (Not compulsory)
  • Exceptional interpersonal and relationship-building skills.
  • Results-driven and committed to delivering excellent client service.


Benefits:

  • Up to $5,000 monthly basis allowance with attractive performance-based incentives such as commission and overseas trips
  • Joining bonus is provided as well
  • Work-life balance; flexible working hours
  • A vibrant & supportive team environment

Tell employers what skills you have

Wealth Management
Customer Relationship
Management Skills
Sales
Lifestyle
Financial Management
Financial Planning
ERP
ABAP
Investments
Financials
Wealth Accumulation
Mentorship
SAP
Networking
Teamoriented
Financial Advisory
Customer Service
Proactive Communication
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