Senior Private Wealth Advisor for HNW & UHNW Clients

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 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.