Financial Consultant | Flexible Career Path

YOW YIK LEONG; Singapore; Hybrid; SGD 42,000 - 72,000; Full time

Benefits offered by this job

Direct mentorship

Licensing support

Hybrid work arrangements

Lead-generation tools & automation

Development framework

Career progression

Job summary

SP-DYG in Singapore is seeking individuals to transition into financial consultancy, offering training, mentorship and a framework to develop your own advisory practice.

No prior financial services experience required; you’ll build client relationships, prospect for new business and learn to tailor financial solutions, with structured onboarding, licensing support and flexible hybrid working.

Qualifications

• Diploma/degree requirement as per SG education system.
• No prior financial services experience required; training will be provided.
• Willingness to learn, build relationships and take ownership of development.

Responsibilities

• Prospecting and engaging potential clients
• Conducting client appointments and understanding financial needs
• Recommending suitable financial solutions based on client goals
• Building and managing long-term client relationships
• Staying current on products and market developments while providing timely follow-up

Skills

Prospecting

Client meetings

Financial solutions

Relationship building

Market knowledge

Education

Diploma awarded by a polytechnic in Singapore

International Baccalaureate Diploma

Degree

Equivalent academic qualification

Tools

CRM software

Lead-generation tools

Automation tools

Job description

Empowering Growth. Building Trust.

Looking for a career that offers professional growth, meaningful work and greater ownership over your time?

At SP-DYG, we welcome individuals from diverse backgrounds, including career returners and those considering a career switch.

You do not need prior financial services experience. What matters is your willingness to learn, build relationships and take ownership of your development.

We provide the training, mentorship and framework to help you translate your experience into a sustainable advisory practice. For those with the ambition and ability, there are opportunities to progress into mentoring and eventually leading a team of their own.

Why SP-DYG?

We are a boutique agency by choice.

We believe people perform at their best when they have invested leaders, room to grow and the right systems behind them.

We are building an entrepreneurial, growth-driven and people-first culture where performance is supported by discipline, innovation, thoughtful advice and the smart use of technology.

As part of your transition into financial consultancy, you will learn to build and manage client relationships while developing the foundations of your own advisory practice.

What you'll do

You will:

• Prospecting and engaging potential clients
• Conducting client appointments and understanding financial needs
• Recommending suitable financial solutions based on client goals
• Building and managing long-term client relationships
• Staying current on products and market developments while providing timely, professional follow-up

What’s offered

• Direct 1-to-1 mentorship

  Learn from Dato’ Daniel Yow, IBF Fellow, with extensive experience developing districts and managers, and Wind Wong, CFP®, an active practitioner with current market and advisory experience.

• Structured onboarding and licensing support

  Receive guidance as you build the foundations required for financial consultancy.

• Flexible and hybrid working arrangements

  Enjoy greater autonomy in managing your schedule, appointments and professional responsibilities.

• Lead-generation and work automation systems

  Access structured support and tools to help develop opportunities and build your client base.

• Proven development framework

  Gain exposure to systems and practices that have supported SP-DYG in developing MDRT and Centurion qualifiers across consecutive years.

• Career progression

  Build a strong individual practice, with opportunities to progress into mentoring, team-building and management.

Who we're looking for

You may be a good fit if you are:

• A strong communicator who enjoys working with people
• Self-motivated, organised and open to coaching
• Looking for greater professional growth and flexibility
• Interested in financial planning and relationship-building
• Ready to take ownership of your career development

Minimum requirements

Candidates must be at least 21 years old and possess at least one of the following:

• Diploma awarded by a polytechnic in Singapore
• International Baccalaureate Diploma
• Degree
• An equivalent academic qualification

No prior financial services experience is required. Training will be provided.

A career that can grow with you

A career that can grow with you

Whether you are returning to the workforce, considering a career switch or looking for greater ownership over your life, financial consultancy offers an opportunity to build a career around relationships, professional development and long-term growth.

Ready to explore your next move?

Build Forward with SP-DYG. Empowering Growth. Building Trust.

SP-DYG, an authorised representative of AIA Singapore Private Limited (Reg. No. 201106386R).