Financial Advisors

Great Eastern Financial Advisers (GEFA); Singapore; On-site; SGD 55,000 - 90,000; Full time

Job summary

Great Eastern Financial Advisers (GEFA) in Singapore seeks a full-time Financial Advisor to meet with clients, assess goals and risk, and tailor comprehensive plans. You will recommend life and general insurance as well as investment solutions, monitor portfolios, and conduct regular reviews.

The role requires staying updated on market developments, adhering to regulatory guidelines, and engaging in sales, client outreach and professional development activities.

Qualifications

• Motivated, goal-oriented and able to work independently and in a team within a sales and advisory environment.
• Eligibility to be licensed by the Monetary Authority of Singapore (MAS) and willingness to meet all compliance and continuing education requirements.

Responsibilities

• Meet with individual and corporate clients to understand financial goals, risk profiles and protection needs.
• Develop personalized financial plans and recommend life insurance, general insurance and investment solutions.
• Monitor clients’ portfolios and conduct regular reviews, adjusting recommendations as market conditions change.
• Stay updated on market developments and product offerings and comply with regulatory and company guidelines.
• Participate in sales, client outreach and ongoing professional development activities.

Skills

Motivated

Goal oriented

Job description

Company Description

Great Eastern, founded in 1908, is one of the oldest and most established life insurance groups in Singapore and Malaysia, managing over S$60 billion in assets for around 4.7 million policyholders. Great Eastern Life Assurance Company Limited holds an ‘AA-’ financial strength and counterparty credit rating from Standard & Poor’s, reflecting strong stability and reliability. Great Eastern Financial Advisers (GEFA), wholly owned by Great Eastern Holdings Limited, is licensed by the Monetary Authority of Singapore (MAS) to provide a broad range of financial advisory services. GEFA advises on life policies, general insurance, and collective investment schemes, and is the exclusive financial advisory firm distributing Great Eastern Life products in Singapore. With a comprehensive suite of risk and wealth management solutions, GEFA serves both individual and corporate clients seeking personal financial planning and business protection.

Role Description

This is a full-time, on-site Financial Advisor role based in Singapore. The Financial Advisor will meet with individual and corporate clients to understand their financial goals, risk profiles, and protection needs. Daily responsibilities include analyzing clients’ financial situations, developing personalized financial plans, and recommending suitable life insurance, general insurance, and investment solutions. The role involves monitoring clients’ portfolios, conducting regular reviews, and adjusting recommendations as conditions change. Financial Advisors will also stay updated on market developments and product offerings, comply with regulatory and company guidelines, and participate in sales, client outreach, and professional development activities.

Qualifications

• Motivated, goal-oriented, and able to work both independently and collaboratively within a sales and advisory environment.
• Eligibility to be licensed by the Monetary Authority of Singapore (MAS) and willingness to meet all compliance and continuing education requirements.