Wealth Management Advisor

Great Eastern Financial Advisers (GEFA), officially launched in March 2011, is the largest financial advisory firm in Singapore with over 700 financial consultants. GEFA uniquely combines the strengths of a major insurance company and a financial advisory firm, backed by Great Eastern Holdings and a member of the OCBC Group. Customers benefit from a broad range of insurance and investment products from over 50 companies, leveraging Great Easterns institutional resources and the expertise of highly qualified financial consultants. GEFA stands out for its comprehensive services and excellent customer support.

This is a full-time hybrid role for a Wealth Management Advisor, based in Singapore with some work from home acceptable. The Wealth Management Advisor will provide financial planning, retirement planning, investments, and wealth management services to clients. Daily tasks include developing customized financial plans, advising on investment opportunities, managing client portfolios, and maintaining client relationships to ensure their financial goals are met.

• Financial Planning and Retirement Planning skills
• Knowledge of Investments and Finance
• Experience in Wealth Management Services
• Excellent communication and interpersonal skills
• Ability to work independently and collaboratively in a hybrid work environment
• Bachelors degree in Finance, Economics, Business, or related field
• Relevant certifications such as Certified Financial Planner (CFP) are a plus