Wealth planner

4 days ago

Singapore Great Eastern Financial Advisers Private Limited Full time

Established in March 2011, Great Eastern Financial Advisers (GEFA) is Singapore's largest financial advisory firm, comprising over 700 financial consultants. GEFA uniquely combines the strengths of a major insurance provider and a financial advisory firm, benefiting from its position as a wholly owned subsidiary of Great Eastern Holdings and part of the OCBC Group. Leveraging the resources and infrastructure of its parent company, GEFA offers customers access to expertise, personalized insurance solutions, and a wide array of investment opportunities. With partnerships across more than 50 insurance companies and fund managers, GEFA ensures tailored financial solutions alongside Great Eastern's renowned commitment to excellent service. Role Description This is a full-time hybrid role based in Singapore with flexibility for some work-from-home arrangements. As a Wealth Planner, you will support clients in financial planning, developing investment strategies, and offering comprehensive insurance and investment solutions. Your day-to-day responsibilities will include analyzing clients' financial goals, providing advice tailored to their needs, and actively managing and monitoring their financial portfolios to help them achieve their objectives. You will also be responsible for building strong, trust-based relationships with clients and staying informed on market trends and financial products. Qualifications Proficiency in Financial Planning, including assessing client financial goals and strategies Experience or knowledge in Investment Management and Investments Strong understanding of Finance and Insurance concepts Excellent interpersonal and communication skills to develop and maintain client relationships Proactive and self‐motivated with a results‐driven mindset Ability to understand regulatory requirements for financial advisory services in Singapore A Diploma/Degree in Finance, Business, or a related field is preferred Relevant certifications (such as CMFAS Modules) would be advantageous Seniority level Entry level Employment type Full-time Job function Finance and Sales Referrals increase your chances of interviewing at Great Eastern Financial Advisers Private Limited by 2x #J-18808-Ljbffr

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