Financial Consultant

Company Description

Great Eastern Financial Advisers (GEFA), officially launched in 2011, has quickly become the largest financial advisory firm in Singapore, with over 5000 consultants. As a wholly owned subsidiary of Great Eastern Holdings and a an OCBC comapny , GEFA combines the expertise of a leading insurance provider with a financial advisory firm to offer a unique business model. Leveraging the resources and infrastructure of Great Eastern, GEFA provides its clients access to a comprehensive range of insurance and investment solutions from more than 50 companies and fund managers. GEFA is committed to delivering tailored financial services and excellent customer care to meet the diverse needs of individuals and families.

Build a Professional Career with Real Long-Term Prospects.

We don't build part-time Financial Consultant.

We build financial professionals, future leaders, and trusted advisers.

If you are:

• Fresh Graduate seeking a real career platform, or
• A mid-career professional looking for better growth, control, and meaning in your work

we invite you to explore a professional career in financial advisory with a structured development path, strong mentorship, and high standards.

We are expanding our team with people who are serious about building a long-term career, not just trying something for a while.

Role Description

As a Financial Advisory Associate / Management Trainee, you will be trained to:

• Conduct proper financial planning for clients (protection, wealth, retirement, legacy)
• Build and manage long-term client relationships
• Learn professional advisory, review and portfolio management skills
• Participate in structured training, coaching and field development
• Grow towards Senior Consultant, Specialist or Management track

This is a professional advisory role, not a hard-selling or roadshow-based job.

Who We Are Looking For

Just Graduates

• Any discipline welcome
• Strong learning attitude and good work ethic
• Willing to be trained and coached
• Looking for a career, not just a job

Mid-Career Switchers

• From banking, sales, operations, engineering, teaching, service, HR, etc.
• Looking for better income scalability, career control or long-term progression
• Mature, responsible and client-oriented

We Value People Who Are

• Disciplined and responsible
• Willing to learn and improve
• Comfortable communicating with people
• Ethical and professional
• Serious about long-term career development

What We Provides

• Structured 90-day onboarding & development system
• One-to-one mentorship & coaching
• Professional advisory, communication & planning skills training
• Clear career track: Consultant → Senior → Manager → Director
• Full support for CMFAS / licensing
• Branding, marketing & practice-building guidance
• Strong team culture with high standards

Rewards & Career Potential

• Performance-based income with attractive incentives & bonuses
• Local & overseas conventions and recognition
• Long-term recurring income potential
• Flexible working structure (outcome-based)
• Leadership & management track for high performers

This full-time, on-site role in Singapore is for a Financial Consultant. The Financial Consultant will engage with clients to assess their financial goals and provide personalized financial planning and advisory services. Responsibilities include creating and managing investment and retirement portfolios, analyzing financial data and market trends, and recommending appropriate solutions to meet clients financial objectives. Additionally, the role involves building and maintaining strong client relationships by offering unparalleled guidance and support.

Qualifications

• Strong expertise in Financial Planning, Retirement Planning, and Investments
• Proficiency in Finance and Analytical Skills to evaluate market and portfolio performance
• Excellent communication and interpersonal skills for client engagement
• Proven ability to develop tailored financial and investment strategies
• Previous experience as a financial consultant or in a related field is advantageous