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, multi‑asset 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, evidence‑based 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.
- Bachelor's degree in finance, Economics, or related; CFA (preferred)
- 8–12 years in investment advisory/wealth management/private banking serving HNW clients.
- Demonstrated success converting views into portfolio outcomes and driving revenue with compliant practices.
- Strong knowledge of multi‑asset investing, portfolio construction, alternatives, and structured solutions.
- Familiarity with MAS regulatory requirements and CMFAS certifications (M5, M8/M8A, M9/M9A
How You Succeed
- Champion and embody our Core Values in everyday tasks and interactions.
- Demonstrate high level of integrity and accountability.
- Take initiative to drive improvements and embrace change.
- Take accountability of business and regulatory compliance risks, implementing measures to mitigate them effectively.
- Keep abreast with industry trends, regulatory compliance, and emerging threats and technologies to understand and highlight potential concerns/ risks to safeguard our company proactively.
Who We Are
Founded in 1908, Great Eastern is a well-established market leader and trusted brand in Singapore and Malaysia. With over S$100 billion in assets and more than 16 million policyholders, including 12.5 million from government schemes, it provides insurance solutions to customers through three successful distribution channels – a tied agency force, bancassurance, and financial advisory firm Great Eastern Financial Advisers. The Group also operates in Indonesia and Brunei. The Great Eastern Life Assurance Company Limited and Great Eastern General Insurance Limited have been assigned the financial strength and counterparty credit ratings of AA- by S&P Global Ratings since 2010, one of the highest among Asian life insurance companies. Great Eastern's asset management subsidiary, Lion Global Investors Limited, is one of the leading asset management companies in Southeast Asia. Great Eastern is a subsidiary of OCBC, the longest established Singapore bank, formed in 1932. It is the second largest financial services group in Southeast Asia by assets and one of the world's most highly-rated banks, with an Aa1 rating from Moody's and AA- by both Fitch and S&P. Recognised for its financial strength and stability, OCBC is consistently ranked among the World's Top 50 Safest Banks by Global Finance and has been named Best Managed Bank in Singapore by The Asian Banker.
To All Recruitment Agencies
Great Eastern does not accept unsolicited agency resumes. Please do not forward resumes to our email or our employees. We will not be responsible for any fees related to unsolicited resumes.
Work Locations
SG-GE Centre
Job
Premier Wealth
