Financial Services Consultant

1 week ago

Singapore THE SPECIALIST OPINION PRIVATE LIMITED Full time

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

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

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