Head of GEFA Private Wealth Advisory

Great Eastern; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading financial services group in Singapore is seeking a Head of Private Wealth Advisory to provide strategic leadership and governance for its wealth advisory segment. This role involves defining value propositions, enhancing client experiences, and ensuring regulatory compliance. The ideal candidate should have a strong background in wealth distribution with proven skills in managing high-net-worth clients. A Bachelor's degree along with relevant certifications are essential for this position.

Qualifications

• 12–15 years in wealth/insurance distribution or private wealth advisory.
• Strong command of MAS regulatory environment.
• Proven record in building HNW advisory businesses.

Responsibilities

• Define and own the PWA strategy and client journeys.
• Build high performance sales team and meet financial targets.
• Conduct MAS regulated activities and own distribution risk monitoring.

Skills

HNW value proposition

Stakeholder management

Regulatory compliance

Sales team leadership

Education

Bachelor’s degree in business, Finance, Economics, or related

MBA, CFA, CFP or equivalent

Job description

As Head of GEFA Private Wealth Advisory, you will provide strategic leadership and governance for GEFA’s Private Wealth Advisory (PWA) segment, driving growth, productivity, and client outcomes while maintaining robust MAS‑compliant practices. You will also lead the HNW proposition—covering holistic wealth planning, protection, investments, and private market solutions, through an integrated model of advisor enablement, portfolio quality, risk management, and client experience.

Key Responsibilities and Qualifications

• Define and own the PWA strategy: HNW value proposition, product shelf, advisory standards, segmenting & coverage.
• Build distinctive client journeys for HNW/affluent personas, with clear discovery frameworks, suitability, and review cadence.
• Partner with Great Eastern product teams to curate approved product shelf with risk ratings, target market statements, and disclosures.
• Execute HNW acquisition and deepening programs (events, referrals, COIs, private client clubs), with event‑to‑sales conversion funnels.
• Strengthen advice quality and client experience, whilst leading capability building and governance across a large FA force.
• Conduct MAS regulated activities, own distribution risk monitoring and governance for GEFA and GE.
• Set up a team of experts across Investment and UHNW insurance advisory, recruitment and talent development.
• Build high performance sales team and meet financial and customer financial and strategic metrices.
• Maintain robust documentation and audit trails for training and performance programs.
• Supports in Annual Business Planning and other Business Management Presentation where required.
• Bachelor’s degree in business, Finance, Economics, or related; MBA, CFA, CFP or equivalent is advantageous.
• 12–15 years in wealth/insurance distribution, private wealth advisory, or bank‑affluent/HNW, including multi‑team leadership and governance.
• Proven record in building HNW advisory businesses.
• Strong command of MAS regulatory environment.
• Exceptional stakeholder management; able to influence senior leaders and large advisor populations.

How You Succeed

• Champion and embody our Core Values in everyday tasks and interactions.
• Demonstrate high level of integrity and accountability.
• Take initiative to drive improvements and embrace change.
• Take accountability of business and regulatory compliance risks, implementing measures to mitigate them effectively.
• Keep abreast with industry trends, regulatory compliance, and emerging threats and technologies to understand and highlight potential concerns/ risks to safeguard our company proactively.

Who We Are

Founded in 1908, Great Eastern is a well-established market leader and trusted brand in Singapore and Malaysia. With over S$100 billion in assets and more than 16 million policyholders, including 12.5 million from government schemes, it provides insurance solutions to customers through three successful distribution channels – a tied agency force, bancassurance, and financial advisory firm Great Eastern Financial Advisers. The Group also operates in Indonesia and Brunei. The Great Eastern Life Assurance Company Limited and Great Eastern General Insurance Limited have been assigned the financial strength and counterparty credit ratings of “AA‑” by S&P Global Ratings since 2010, one of the highest among Asian life insurance companies. Great Eastern’s asset management subsidiary, Lion Global Investors Limited, is one of the leading asset management companies in Southeast Asia. Great Eastern is a subsidiary of OCBC, the longest established Singapore bank, formed in 1932. It is the second largest financial services group in Southeast Asia by assets and one of the world’s most highly‑rated banks, with an Aa1 rating from Moody’s and AA- by both Fitch and S&P. Recognised for its financial strength and stability, OCBC is consistently ranked among the World’s Top 50 Safest Banks by Global Finance and has been named Best Managed Bank in Singapore by The Asian Banker.

To All Recruitment Agencies

Great Eastern does not accept unsolicited agency resumes. Please do not forward resumes to our email or our employees. We will not be responsible for any fees related to unsolicited resumes.

Work Locations

SG-GE Centre

Job

Premier Wealth