jobs in Derek Koh Organisation

全职 Financial Consultant 工作, 薪水, Derek Koh Organisation 公司招聘中 - Ricebowl

Financial Consultant

Derek Koh Organisation

Undisclosed

全职

Singapore

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工作地点

  • Singapore Singapore

职位描述

岗位职责

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.

重要安全守则

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