Private Wealth Advisor

THE GREAT EASTERN LIFE ASSURANCE COMPANY LIMITED; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

Great Eastern Private Advisory seeks an experienced Private Wealth Advisor to guide High‑Net‑Worth clients through complex wealth planning and bespoke portfolio strategies. You will lead advisory efforts, translate market insights into client solutions, and report to the Head of GEFA Private Wealth Advisory.

Join a trusted team delivering sophisticated legacy strategies, risk-aligned plans, and strong client relationships across GEFA’s UHNW space within OCBC Group.

Qualifications

• Minimum 10 years of licensed adviser experience in HNW insurance sales.
• Strong knowledge of life insurance solutions for HNW clients.
• CMFAS modules 5, 9 and 9A advantageous.

Responsibilities

• Provide specialised advice on insurance products and wealth planning.
• Cultivate and maintain trust-based relationships with HNW clients and families.
• Build HNW business and establish strong referral relationships within GE and partners.
• Drive HNW/UHNW sales growth as a leader and influencer.
• Support clients through the insurance process including case administration and periodic portfolio review.

Skills

HNW insurance sales

Licensed adviser

Relationship management

Strategic wealth planning

Education

CMFAS 5/9/9A modules

Job description

Great Eastern Private is built on 117 years of heritage, strong financial fundamentals, and the strength of OCBC Group. We are privileged to serve clients across the High‑Net‑Worth (HNW) and Ultra‑High‑Net‑Worth(UHNW) segments by delivering trusted, holistic wealth advisory solutions. Our financial advisers partner closely with global experts across seven professional domains through the Great Eastern Private Client Privileges Advisory Panel. Together, we co‑create bespoke strategies and provide high‑quality advice to support our clients’ long‑term wealth objectives.

As a Private Wealth Advisor, you will serve as a senior trusted advisor to Great Eastern’s Private High‑Net‑Worth (HNW) clients. You will lead complex wealth planning and succession conversations, deliver bespoke portfolio solutions and sophisticated legacy strategies aligned with clients’ needs, wealth planning objectives, risk profiles, and regulatory requirements.

In this role, you will provide thought leadership by translating market insights and product expertise into high‑impact advisory solutions across client personal family and business protection portfolio. We are seeking experienced, values‑driven professionals with strong technical expertise and the ambition to make a meaningful impact in the HNW wealth advisory space. This role reports to the Head of GEFA Private Wealth Advisory.

• Providing specialised advice on insurance products and wealth planning aligned with client objectives and risk profiles.
• Cultivating and maintaining strong, trust-based relationships with HNW clients and their families.
• Build Great Eastern HNW business and establish strong referral relationships within Great Eastern and strategic partners.
• Drive HNW& UHNW sales growth as a leader and influencer. Contribute to Great Eastern HNW developments.
• Support clients and strategic partners throughout the insurance process including case administration, and periodic portfolio review.
• Conduct and organize training sessions and client events to enhance insurance product knowledge and promote integrated wealth and succession planning solutions.
• Monitor and report on insurance activities, including pipeline tracking,sales reports, and regulatory updates, ensuring all activities comply withinternal policies and external regulations.

We are looking for people who

• Degree inBanking, Finance, or related field. CMFAS Modules 5, 9, and 9A are an advantage.
• 10 years+as a licensed adviser with front line experience and performance record in HNWinsurance sales.
• Strongknowledge of life insurance solutions for HNW clients.
• Possess relevant legal, tax, trust and wealth planning qualifications and experience
• Excellent communications and presentation skills. Fluency in Asian languages will be a plus.

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 safe guard our company proactively.

Who we are

Foundedin 1908, Great Eastern is a well-established market leader and trusted brand inSingapore and Malaysia. With over S$100 billion in assets and more than 16million policyholders, including 12.5 million from government schemes, itprovides insurance solutions to customers through three successful distributionchannels – a tied agency force, bancassurance, and financial advisory firmGreat Eastern Financial Advisers. The Group also operates in Indonesia andBrunei.

TheGreat Eastern Life Assurance Company Limited and Great Eastern GeneralInsurance Limited have been assigned the financial strength and counterpartycredit ratings of "AA-" by S&P Global Ratings since 2010, one ofthe highest among Asian life insurance companies. Great Eastern's assetmanagement subsidiary, Lion Global Investors Limited, is one of the leadingasset management companies in Southeast Asia.

GreatEastern is a subsidiary of OCBC, the longest established Singapore bank, formedin 1932. It is the second largest financial services group in Southeast Asia byassets and one of the world’s most highly-rated banks, with an Aa1 rating fromMoody’s and AA- by both Fitch and S&P. Recognised for its financialstrength and stability, OCBC is consistently ranked among the World’s Top 50Safest Banks by Global Finance and has been named Best Managed Bank inSingapore by The Asian Banker.