About Great Eastern Financial Advisers (GEFA)
Great Eastern Financial Advisers (GEFA), officially launched in 2011, is Singapore's largest financial advisory firm with over 5,000 consultants. As a wholly owned subsidiary of Great Eastern Holdings and an OCBC company, GEFA combines the strength of a leading insurance provider with the breadth of a financial advisory firm — giving our consultants access to products and solutions from more than 50 companies and fund managers.
At GEFA, we are committed to delivering tailored financial services and excellent client care. More importantly, we are committed to developing the people who make that possible.
Is It Time for a Change?
Maybe you've hit a ceiling in your current role. Maybe the income is fixed no matter how hard you work. Maybe you're just looking for something that gives you more — more flexibility, more ownership, more meaning.
If any of that sounds familiar, this might be worth a conversation.
We are looking for experienced, driven individuals who are ready to take their people skills, industry knowledge, and work ethic into a new direction — and build something with real long-term value.
Role Description
As a Financial Consultant with GEFA, you will be developed to:
- Conduct proper financial planning for clients across protection, wealth accumulation, retirement, and legacy planning
- Build and manage long-term client relationships with professionalism and care
- Develop professional advisory, review, and portfolio management skills
- ️ Participate in structured training, coaching, and field development programmes
- Grow progressively towards Senior Consultant, Specialist, or Management track
This is a professional advisory role — not a hard-selling or roadshow-based position.
Who We Are Looking For
We welcome professionals from all industries and backgrounds:
- Banking, finance, or insurance — looking for greater autonomy and earning potential
- Education, HR, or social services — wanting to apply your people skills in a new way
- ️ Engineering, operations, or tech — ready to pivot into a client-facing career
- ️ Sales, retail, or service — looking to upgrade your career with a professional platform
- Any other industry — if you are mature, responsible, and people-oriented, we want to hear from you
We value people who are:
- Disciplined and responsible
- Willing to learn and be coached
- Comfortable communicating with people
- Ethical, professional, and client-oriented
- Ready to take ownership of their own career growth
What We Provide
- Structured 90-day onboarding and development programme
- One-to-one mentorship and coaching from experienced, award-winning leaders
- Professional training in advisory, communication, and financial planning skills
- Full support for CMFAS licensing and examination
- Clear career track: Consultant → Senior Consultant → Manager → Director
- Branding, marketing, and practice-building guidance
- A strong team culture built on high standards and genuine support
Rewards and Career Potential
- Performance-based income with no ceiling — you earn what you put in
- Long-term recurring income potential
- Flexible, outcome-based working arrangement
- Local and overseas conventions and recognition for top performers
- Leadership and management track for high performers
Requirements
- Aged 21 and above
- Singapore Citizen or Permanent Resident only (no visa sponsorship)
- Open to all industries and disciplines — no prior financial advisory experience required