Financial Consultant: Mentorship, Hybrid Work, Growth

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

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.