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

Company Description Great Eastern Financial Advisers Private Limited (GEFA), launched in March 2011, has grown to become one of the largest financial advisory firms in Singapore, with around 700 financial consultants in just a few years. GEFA operates a distinctive business model that combines the strengths of a major insurance company with those of an independent financial advisory firm. As a wholly owned subsidiary of Great Eastern Holdings and a member of the OCBC Group, GEFA offers strong financial backing and robust infrastructure support. Customers benefit from a broad range of insurance solutions and investment opportunities from over 50 insurance companies and fund managers, tailored to their individual needs. This combination of extensive product choice and well-established service standards creates a stable and dynamic environment for financial professionals.
Role Description This is a full-time, on-site Financial Consultant role based in Singapore. The Financial Consultant will meet with clients to understand their financial goals, risk profiles, and life-stage needs, and develop tailored financial plans and recommendations. Daily responsibilities include advising on insurance solutions, investment products, and retirement planning strategies, as well as conducting periodic reviews to keep clients’ portfolios aligned with their evolving objectives. The role also involves preparing financial proposals and reports, staying current with market trends and regulatory requirements, and maintaining accurate client documentation. In addition, the Financial Consultant will participate in business development activities, such as networking, referrals, and client events, to build and sustain a strong client base.
Qualifications

• Strong foundation in Finance and related disciplines, with the ability to interpret financial information and explain concepts clearly to clients.
• Proficiency in Financial Planning and Retirement Planning, including the ability to design comprehensive, goal-based financial roadmaps.
• Knowledge of Investments, including risk assessment, asset allocation, and product comparison across various investment vehicles.
• Well-developed Analytical Skills to assess client needs, evaluate financial solutions, and make data-informed recommendations.
• Relevant academic background (e.g., diploma or degree in Finance, Business, Economics, or a related field); appropriate regulatory certifications required or willingness to obtain them.
• Excellent interpersonal and communication skills, with a client-centric approach and the ability to build long-term professional relationships.
• High level of integrity, professionalism, and accountability, with strong time management and organizational skills.
• Prior experience in financial advisory, banking, or insurance is advantageous but not mandatory for motivated individuals with a strong learning mindset.