Great Eastern Financial Advisers Private Limited Hiring! Full Time Financial Consultant in - Ricebowl

Company Description

Great Eastern Financial Advisers (GEFA) is Singapore's largest financial advisory firm, established in 2011. A wholly owned subsidiary of Great Eastern Holdings and a member of the OCBC Group, GEFA combines the strengths of a major insurance company and a financial advisory firm to provide tailored financial solutions. Leveraging Great Eastern's robust infrastructure and resources, GEFA offers clients access to a wide range of insurance and investment products from over 50 providers. With a commitment to excellence, GEFA delivers personalized financial services through its network of professional and highly qualified consultants.

Role Description

This is a full-time on-site role located in Singapore for a Financial Consultant. Responsibilities include assessing client financial needs, creating tailored financial planning strategies, and offering advice on insurance and investment options. The role also involves managing and developing long-term relationships with clients, keeping up-to-date with market trends, and ensuring compliance with regulatory requirements.

Qualifications

• Expertise in Financial Planning and Investment Strategies
• Strong ability in Risk Assessment and Insurance Solutions
• Proficiency in Customer Relationship Management and Client Engagement
• Knowledge of Market Trends, Analytical Thinking, and Problem-Solving Skills
• Excellent Communication and Interpersonal Skills
• Ability to meet regulatory compliance and maintain ethical standards
• Bachelor’s degree in Finance, Business, or a related field is preferred
• Relevant certifications such as CMFAS Modules are advantageous