jobs in Derek Koh Organisation

Full Time Financial Consultant Jobs, in Derek Koh Organisation Singapore - Ricebowl

Financial Consultant

Derek Koh Organisation

Undisclosed

Full Time

Singapore

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Working Location

  • Singapore Singapore

Job Description

Responsibilities

Reports To: Agency Leader
Commitment: Full-Time


Overview

Financial Consultants (FCs) are the core of our business at DKO. As part of a dynamic and purpose-driven team, you will provide comprehensive financial advisory solutions to individuals and corporations. You will build and nurture client relationships while creating long-term, sustainable financial solutions tailored to clients’ needs.


FCs can explore two potential career paths: a professional path focused on advisory excellence or a management path leading teams and business growth.

Key Responsibilities

1

Advisory Service

  • Actively prospect for new clients and develop meaningful relationships.

  • Understand clients’ financial goals and recommend tailored solutions to meet their needs.

  • Maintain and strengthen long-term relationships with existing clients.

  • Achieve personal sales targets and contribute to the agency’s overall business growth.

2

Staying Relevant &
Value-Added Services

  • Attend in-house training programs, professional development workshops, and certification courses.

  • Keep up to date with financial market trends and Company’s product offerings.

  • Continuously enhance knowledge and skills to provide superior advisory services and add value to clients.

3

Entrepreneurial Approach
& Collaborations

  • Manage your client portfolio like your own business, taking ownership of growth and performance.

  • Explore collaborative opportunities with external vendors or corporate partners to expand reach.

  • Plan and execute marketing initiatives or events to strengthen your personal brand and client engagement.

Requirements

Mandatory:

  • Minimum Diploma, Advanced/Higher/Graduate Diploma, A-Level, or Bachelor’s Degree in any field.

  • Passionate about advisory services and helping others achieve financial goals.

  • Strong interpersonal and communication skills.

  • Self-motivated, goal-oriented, and able to work independently.

  • No prior experience required; comprehensive in-house training will be provided.

Preferred (Bonus):

  • Former or current Bankers, Insurance, or Property agents.

  • Prior sales or financial advisory experience.

What YOU will Enjoy

Attractive
Allowance Package*

Competitive allowance scheme with performance-based incentives and bonus opportunities.

Learning

& Development Support

Access to training programs, workshops, and personal development resources to support continuous growth in recruitment, people management, and agency operations.

Company & Agency

Level Recognition

Be recognised for your efforts in achieving various company and/or agency-level awards.

Travel Opportunities*

Participate in the company and agency’s annual overseas incentive trips (subject to performance and eligibility).

Leadership

& Career Development

Exposure to management-level collaboration with opportunities for growth into leadership or specialist roles within the organisation.

Employee Wellness

& Welfare Initiatives

Enjoy ongoing welfare activities including birthday celebrations, care packs, wellness sessions, and regular team bonding events designed to promote well-being and morale.

Important Information

Never provide your bank or credit card details when applying for jobs. Do not transfer any money or complete unrelated online surveys. If you see something suspicious, Report this Job ad.

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