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

Company Description Great Eastern Financial Advisers (GEFA), officially launched in March 2011, is Singapore’s largest financial advisory firm, with a network of around 700 financial consultants. GEFA operates a distinctive business model that combines the strengths of a major insurance company with those of an independent 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 extensive institutional resources, professional and highly qualified consultants, and access to insurance solutions and investment opportunities from more than 50 insurance companies and fund managers. This broad product range, coupled with Great Eastern’s commitment to excellent service, enables tailored solutions to meet diverse individual needs.

Role Description The Financial Planning Consultant is a full-time, hybrid role based in Singapore, with flexibility for some work-from-home arrangements. In this role, the consultant provides comprehensive financial advisory services, including needs analysis, portfolio reviews, and tailored recommendations in areas such as insurance coverage, retirement planning, and wealth accumulation. Day-to-day responsibilities include meeting clients, understanding their financial goals, preparing and presenting financial plans, and monitoring the performance and suitability of recommended products. The consultant collaborates with internal teams and external partners to access a wide range of solutions from multiple insurers and fund managers. The role also involves staying current with market trends, regulatory requirements, and product developments to provide accurate, compliant, and up-to-date advice.

Qualifications

• Candidates should possess strong Financial Planning and Retirement Planning skills to design holistic, goal-based financial solutions.
• Candidates should possess Investments and Finance expertise to construct suitable portfolios and explain risk–return trade-offs clearly.
• Candidates should possess knowledge of the Financial Services industry, including regulatory frameworks and product structures.
• Candidates should possess excellent client relationship management, communication, and presentation skills.
• Candidates should possess strong analytical abilities and attention to detail for conducting financial analyses and preparing documentation.
• Relevant professional certifications (e.g., CFP, CIWM, or equivalent) and the necessary regulatory licenses in Singapore are advantageous.
• Prior experience in financial advisory, wealth management, or insurance consulting is preferred.
• Ability to work independently, maintain high ethical standards, and demonstrate a customer-centric mindset is essential.