Great Eastern Private is built on 117 years of heritage, strong financial fundamentals, and the strength of OCBC Group. We are privileged to serve clients across the High Net Worth (HNW) and Ultra High Net Worth (UHNW) segments by delivering trusted, holistic wealth advisory solutions. Our financial advisers partner closely with global experts across seven professional domains through the Great Eastern Private Client Privileges Advisory Panel. Together, we co create bespoke strategies and provide high quality advice to support our clients long term wealth objectives.
As an Investment Specialist, you will serve as a senior trusted investment advisor to Great Eastern's Private High Net Worth (HNW) clients and a key strategic partner to Private Wealth Advisors. You will lead complex investment conversations and deliver bespoke portfolio solutions and sophisticated investment strategies aligned with clients long term objectives, risk profiles, and regulatory requirements.
In this role, you will provide thought leadership by translating market insights and product expertise into high impact advisory solutions, driving superior client outcomes and sustainable revenue growth within a robust, MAS compliant governance framework. You will play a critical role in shaping investment positioning, supporting advisor capability, and elevating the overall client proposition. This role reports to the Head of GEFA Private Wealth Advisory.
- Lead client meetings to diagnose objectives (return, risk, liquidity, tax, legacy) and propose bespoke, multiasset solutions.
- Provide investment proposals across Great Eastern products (where permitted).
- Partner with PWAs to conduct in-depth client meetings, uncovering goals and designing tailored portfolios.
- Serve as the subject matter expert for priority investment solutions
- Construct discretionary advisory portfolios and proposals aligned to risk profiles and time horizons.
- Provide clear, evidencebased recommendations with thesis, risks, scenarios, and exit strategies.
- Guide portfolio rebalancing, risk overlays, and cash management; track performance and suitability over time.
- Drive activation campaigns with PWAs and RMs to convert ideas into revenue.
- Collaborate with various teams to translate market views into actionable ideas for HNW clients.
- Ensure all proposals and advice comply with MAS regulations, including suitability, disclosures, and advertising standards.
