Investment Consultant

Great Eastern Financial Advisers Private Limited; Singapore; Hybrid; SGD 60,000 - 120,000; Full time

Job summary

Great Eastern Financial Advisers Private Limited in Singapore seeks individuals who blend finance expertise with relationship-building to advise clients on investment solutions. You will conduct face-to-face conversations, prospect new clients, pitch, and maintain ongoing advisory dialogues, supported by research and market analysis to ensure credible, well-informed discussions.

If you enjoy both market understanding and engaging people directly, this role offers a hybrid working environment

Qualifications

• Strong foundation in investments and finance across asset classes and markets
• Experience in financial modelling, valuation, risk metrics, or scenario analysis is an advantage
• Knowledge of portfolio management principles — diversification, asset allocation, and risk management frameworks
• Bachelor's degree in Finance, Economics, Accounting, Business, or a related discipline preferred
• Proven experience in sales, business development, or client acquisition (prospecting, pitching, closing) valued
• Established professional network or plan for sourcing and building a client base
• Comfortable with a performance-based, commission-driven compensation structure

Responsibilities

• Advise clients on Investment solutions to meet their financial goals
• Speak directly with clients, prospect, pitch, and ongoing advisory conversations are required
• Conduct research and analysis to make conversations credible and well-informed
• Engage with clients face-to-face and build genuine relationships

Skills

Investment knowledge

Sales / business development

Client relationships

Financial modelling

Valuation / risk metrics

Scenario analysis

Portfolio management basics

Networking / sourcing

Communication skills

Education

Bachelor's degree in Finance / Economics / Accounting / Business

Tools

Excel

Financial databases

Market data platforms

Job description

We're looking for individuals who combine finance expertise with the confidence to build genuine client relationships. In this role, you'll advise clients on Investment solutions to meet their financial goals.Speaking directly with clients, prospecting, pitching and ongoing advisory conversations is required for this role, supported by research and analysis you conduct to make every conversation credible and well-informed.

If you're someone who enjoys both understanding markets and engaging people face-to-face, this role is for you.

Qualifications

Investment & Analytical Foundation

• Strong foundation in investments and finance, with the ability to understand various asset classes, investment products and capital markets
• Experience in financial modelling, valuation, risk metrics, or scenario analysis is an advantage
• Knowledge of portfolio management principles — diversification, asset allocation, and risk management frameworks
• Bachelor's degree in Finance, Economics, Accounting, Business, or a related discipline is preferred
• Proven experience in sales, business development, or client acquisition (prior track record of prospecting, pitching, and closing is equally valued)
• Established professional network or a clear plan for sourcing and building a client base
• Comfortable with a performance-based, commission-driven compensation structure

Good to have:

• Strong written and verbal communication skills, with the ability to present complex investment concepts clearly to non-specialist audiences
• Proficiency in Excel and relevant analytical tools; familiarity with financial databases or market data platforms is beneficial
• Detail-oriented and organized, able to manage multiple client relationships and analyses within defined timelines in a hybrid work environment

Requirements:

• SG/PR, we are not currently hiring individuals who now or in the future require sponsorship for visas
• Local Polytechnic Diploma and equivalent or higher

Candidates who bring strong strengths in either the analytical or sales/BD path are encouraged to apply.