Personal Finance Expert

6 days ago


Singapore THE SPECIALIST OPINION PRIVATE LIMITED Full time

Are you passionate about personal finance and looking for a challenging role? We are seeking a Personal Finance Expert to join our team at THE SPECIALIST OPINION PRIVATE LIMITED.

In this role, you will work closely with our clients to understand their financial needs and provide tailored advice and solutions to help them achieve their financial goals.

You will be responsible for managing client's financial portfolios, providing advice based on their financial and protection needs, and acquisition of new clients and maintaining relationships with existing ones.

As a Personal Finance Expert, you will need to have exceptional interpersonal and relationship-building skills, be results-driven and committed to delivering excellent client service, and have a strong understanding of personal finance concepts and regulations.

Benefits of working with us include up to $5,000 monthly basis allowance, attractive performance-based incentives such as commission and overseas trips, joining bonus, work-life balance; flexible working hours, and a vibrant & supportive team environment.



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