Financial Consultant

FinanceDue to the phenomenal growth of our business and the huge potential in the Singapore market we are offering an incredible opportunity for experienced Financial Advisors, IFA's, Certified Financial Planners or Financial Consultants to relocate and join our team. We are also open to discussions with proven business writers from within Singapore. We...

Description Company Description Officially launched in March 2011, Great Eastern Financial Advisers (GEFA) has grown to be the largest FA firm in Singapore, with 700 financial consultants in less than four years. GEFA is the first in the industry to adopt a business model that combines the strengths of a major insurance company and a financial advisory firm....

Senior Financial Service Manager at Great Eastern Financial Advisers Private Limited (Rep no CSW )Financial Consultant (Mid-Career Switch Opportunity)A Career with Purpose and Growth At Great Eastern Financial Advisers, we believe that a fulfilling career is one that makes a difference. If you're exploring a mid-career switch and want to build a future where...

Strategic Partners is a group of agency units of Prudential Assurance Company Singapore (and a registered company of JLim Organisation). Company Highlights We believe in mutual respect, support and sharing of the fruits of our labour. We focus on developing and enhancing each team member's strengths for entrepreneurship, creativity and...

Overview Financial Consultant (Mid-Career Switch Opportunity) – Digital Wealth Consultant. We are actively seeking motivated individuals to join our team, including: existing financial advisers, insurance specialists/agents, bankers, or bancassurance professionals ready for a fresh start; and professionals seeking autonomy in their schedules and career...

Job Profile Summary:You will provide sound insurance and reliable financial advice to clients by analyzing their financial needs and exceeding their service expectations.Job Description:Build and maintain clientele databaseEstablish Clients' financial objectives through Fact FindAnalyse Clients' data and determine suitable strategies to meet clients'...

To help you succeed in your career, you will join our training program curated to suit individuals learning pace - Understand client’s financial needs and provide solutions to start them off on the right path of their financial habits - Lead generation platforms available for you to work on as well. No roadshows needed! - Incentive trips includes Shanghai,...

Overview 2 days ago Be among the first 25 applicants Direct message the job poster from Great Eastern Financial Advisers Private Limited Whether you are a fresh graduate/ mid-career professional, are you looking for a meaningful career change? Join our purpose-driven team and help clients build financial confidence in uncertain times. Responsibilities Build...

Assist clients with financial planning such as Insurance Planning, WealthAccumulation and Wealth Preservation. - Assist clients with Investment Planning such as Collective Investment Schemes. - Assist client with Health Insurance Planning. - Assisting clients with their financial decision planning. - Ability to assess the needs of the client’s financial...

Roles and ResponsibilitiesClient Relationship Management & ConsultationConduct in-depth consultations with prospective and existing clients to understand their priorities and financial objectives/needs, risk tolerance, and life circumstances.Build and cultivate long-term client relationships through proactive communication, regular portfolio reviews, and...