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FINANCIAL CONSULTANT

Reports To: Agency Leader 
Commitment: Full-Time

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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.

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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.

*Terms & Conditions apply. Commissions & Incentives are payable based on individual performance.

Get to know some of our mid-career switches FCs

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Here are similar roles for your considerations:

RISE Apprentices (4-Week Program)

Overview
The RISE Apprenticeship program is designed for fresh graduates or mid-career professionals who are curious about the financial planning services industry and want to explore a career as a Financial Consultant. Over four weeks, participants will gain hands-on exposure to client advisory, business development, and the day-to-day operations of a financial planning advisory career.

 

Program Highlights

  • Learn the fundamentals of financial planning advisory and client management.

  • Participate in practical activities such as prospecting, portfolio simulations, and client engagement exercises.

  • Gain insight into the agency’s operations, tools, and support systems for consultants.

  • Receive mentorship and feedback from experienced Financial Consultants.
     

Eligibility

  • Open to individuals with a strong interest in the financial planning industry.

  • Fresh graduates or professionals seeking a career switch are welcome.

  • No prior experience in finance is required; enthusiasm to learn is key.
     

Next Cohort

  • Look out for the next batch of the RISE Apprenticeship Program in 2026!

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